Integrate Teamgate with Stax

Send information between Teamgate and Stax automatically, without writing any code, using Zoho Flow.

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Generate an invoice in Stax for newly closed deals in Teamgate

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Stax whenever a deal is closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice in Stax.
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Generate an invoice in Stax for newly closed deals in Teamgate

Teamgate + Stax

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Supported triggers and actions

Integrate Teamgate and Stax using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Person created

Triggers when a new person is created

Deal lost

Triggers when a deal is lost

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

Transaction created

Triggers when a new transaction is created

Invoice created

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create deal

Creates a new deal

Create lead

Creates a new lead

Create person

Creates a new person

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch lead

Fetches a lead using ID or name

Fetch comapny

Fetches a company using company name, code or email address.

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Create invoice

Creates a new invoice

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Refund transaction

Initiates a refund for the specified transaction. The transaction must be older than 24 hours.

Send transaction receipt by email

Sends an email receipt of the specified transaction

Send transaction receipt by SMS

Sends an SMS receipt of the specified transaction

Fetch customer

Fetches the details of an existing customer

Fetch transaction

Fetches the details of an existing transaction

What is Teamgate?

Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.

CRM

What is Stax?

Stax (previously Fattmerchant) is a merchant service provider that helps businesses of all sizes manage financials, payments, invoicing, inventory, sales data, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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