Integrate Teamwork CRM with Stax
Send information between Teamwork CRM and Stax automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Stax.
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 850+ 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
Company updated
Triggers when a company is updated
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is 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 contact
Creates a new contact
Create company
Creates a new company
Create deal
Creates a new deal
Create lost reason
Creates a new lost reason
Create product
Creates a new product
Create note
Creates a new note
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 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
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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
