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Integrate Kylas with Stax
Send information between Kylas and Stax automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Stax for newly acquired deals in Kylas
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 Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new invoice in Stax.
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Create an invoice in Stax for newly acquired deals in Kylas
Kylas + Stax
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Build your own integrations between Kylas and Stax
Connect Kylas and Stax with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Kylas and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Call logs created or updated
Triggers when a call log is created or updated
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Lead created or updated
Triggers when a lead is created or updated
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Company updated
Triggers when the details of an existing company are updated
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Task updated
Triggers when the details of an existing task are updated
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Deal created or updated
Triggers when a deal is created or updated
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Contact created
Triggers when a new contact is created
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Lead created
Triggers when a new lead is created
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Lead updated
Triggers when the details of an existing lead are updated
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Task created
Triggers when a new task is created
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Deal updated
Triggers when the details of an existing deal are updated
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Task created or updated
Triggers when a task is created or updated
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Company created
Triggers when a new company is created
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Contact created or updated
Triggers when a contact is created or updated
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Company created or updated
Triggers when a company is created or updated
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Deal created
Triggers when a new deal is created
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Contact updated
Triggers when the details of an existing contact are updated
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Transaction created
Triggers when a new transaction is created
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Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create product or service
Creates a new product or service
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Create lead
Creates a new lead
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Create deal
Creates a new deal
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Create contact
Creates a new contact
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Create task
Creates a new task
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Update company
Updates the details of an existing company
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Update contact
Updates the details of an existing contact
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Close lead
Close the specified lead
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Update lead
Updates the details of an existing lead
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Update deal
Updates the details of an existing deal
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Update product or service
Updates the details of an existing product or service
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Update task
Updates the details of an existing task
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Close deal
Closes the specified deal
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Fetch task
Fetches the details of an existing task using ID
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Fetch product or service
Fetches the details of an existing product or service using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch deal
Fetches the details of an existing deal using ID
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Fetch lead
Fetches the details of an existing lead using ID
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Fetch company
Fetches the details of an existing company using ID
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Create customer
Creates a new customer
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Create invoice
Creates a new invoice
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Send transaction receipt by SMS
Sends an SMS receipt of the specified transaction
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Send transaction receipt by email
Sends an email receipt of the specified transaction
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Update customer
Updates the details of an existing customer
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Refund transaction
Initiates a refund for the specified transaction. The transaction must be older than 24 hours.
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Fetch transaction
Fetches the details of an existing transaction
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Fetch customer
Fetches the details of an existing customer
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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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