Integrate HubSpot CRM with Stax
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Generate an invoice in Stax for newly closed deals in HubSpot 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 HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in Stax.
Generate an invoice in Stax for newly closed deals in HubSpot CRM
HubSpot CRM + Stax
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Supported triggers and actions
Integrate HubSpot CRM and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Email created
Triggers when a new email is created
Contact created
Triggers when a new contact is created
Meeting created
Triggers when a new meeting is created
Company created
Triggers when a new company is created
Deal created or updated
Triggers when a deal is created or updated
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Invoice created
Triggers when a new invoice is created
Transaction created
Triggers when a new transaction is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Associate CRM entities
Associates two existing CRM entities
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update company
Updates the details of an existing company
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch company - By name
Fetches the details of an existing company by name
Create invoice
Creates a new invoice
Create customer
Creates a new customer
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
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
Fetch customer
Fetches the details of an existing customer
Fetch transaction
Fetches the details of an existing transaction
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
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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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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