Integrate Stax with LionDesk

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

Build your own integrations between Stax and LionDesk

Connect Stax and LionDesk with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Stax and LionDesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Transaction created

Triggers when a new transaction is created

New event

Triggers when a new event is created

New task

Triggers when a new task is created

New user

Triggers when a new user is added

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create customer

Creates a new customer

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

Refund transaction

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

Update customer

Updates the details of an existing customer

Fetch customer

Fetches the details of an existing customer

Fetch transaction

Fetches the details of an existing transaction

Create event

Creates a new event

Create contact

Creates a new contact

Create task

Creates a new task

Fetch contact

Fetches an existing contact

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.

What is LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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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CEO, Lakeside CNC Group

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Josh Lucas

Head of Operations, AAA Band Rentals

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