Integrate Agendor with Stax
Send information between Agendor and Stax automatically, without writing any code, using Zoho Flow.
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Create an invoice in Stax for newly acquired deals in Agendor
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Stax each time a deal is won in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new invoice in Stax.
Create an invoice in Stax for newly acquired deals in Agendor
Agendor + Stax
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Supported triggers and actions
Integrate Agendor and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
Deal updated
Triggers when a the details of a deal is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when the details of a company is updated
Person updated
Triggers when the details of a person is updated
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 person deal
Creates a person deal
Create person
Creates a person .
Create company
Creates a new company
Create company deal
Creates a new company deal
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Update deal
Updates the basic details of the specified deal
Update company
Updates the details of the specified company
Fetch company
Fetches the details of an existing company
Fetch user
Fetches the details of the specified user
Fetch person
Fetch the details of the specified person
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Send transaction receipt by SMS
Sends an SMS receipt of the specified transaction
Send transaction receipt by email
Sends an email receipt of the specified transaction
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.
Fetch transaction
Fetches the details of an existing transaction
Fetch customer
Fetches the details of an existing customer
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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.
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