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
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new invoice in Stax.
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Create an invoice in Stax for the latest closed deals in Teamwork CRM

Teamwork CRM + Stax

Build your own integrations between Teamwork CRM and Stax

Connect Teamwork CRM 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 Teamwork CRM and Stax using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Deal updated

Triggers when a deal is updated

Note created

Triggers when a new note is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact updated

Triggers when a contact is updated

Company updated

Triggers when a company 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 company

Creates a new company

Create deal

Creates a new deal

Create note

Creates a new note

Create contact

Creates a new contact

Create lost reason

Creates a new lost reason

Create product

Creates a new product

Fetch product

Fetches the details of an existing product

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch contact

Fetches the details of an existing contact

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 Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

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.

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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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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