![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Integrate PipelineDeals with Stax
Send information between PipelineDeals and Stax automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Create an invoice in Stax for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Stax each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Stax.
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Create an invoice in Stax for recently won deals in PipelineDeals
PipelineDeals + Stax
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PipelineDeals and Stax
Connect PipelineDeals and Stax with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PipelineDeals and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Updated deal stage
Triggers when a deal is moved from one stage to another
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Updated deal status
Triggers when the status of an existing deal is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
New deal
Triggers when a new deal is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
New person, lead, or contact
Triggers when a new person, lead, or contact is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Transaction created
Triggers when a new transaction is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Add person
Adds a new person
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Create task
Creates a new calendar task
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Create activity
Creates a new activity associated with an existing person, company, or deal
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Create deal
Creates a new deal
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Create customer
Creates a new customer
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Create invoice
Creates a new invoice
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Send transaction receipt by SMS
Sends an SMS receipt of the specified transaction
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Send transaction receipt by email
Sends an email receipt of the specified transaction
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Update customer
Updates the details of an existing customer
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Refund transaction
Initiates a refund for the specified transaction. The transaction must be older than 24 hours.
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Fetch transaction
Fetches the details of an existing transaction
![](https://flow-jp-public.nimbuspop.com/flow-apps/stax.png)
Fetch customer
Fetches the details of an existing customer
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed 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.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >