Integrate Teamwork CRM with Stax
Send information between Teamwork CRM and Stax automatically, without writing any code, using Zoho Flow.
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Create an invoice in Stax for the latest closed deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Stax for every finalised deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Stax.
Create an invoice in Stax for the latest closed deals in Teamwork CRM
Teamwork CRM + Stax
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Supported triggers and actions
Integrate Teamwork CRM and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
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 deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
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.
Similar apps
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