Integrate Stax with Microsoft Planner
Send information between Stax and Microsoft Planner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Stax and Microsoft Planner 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 plan
Triggers when a new plan is created
Task completed
Triggers when an existing task is completed
New group plan task
Triggers when a new task is created in group plan
New bucket
Triggers when a new plan bucket is created
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create invoice
Creates a new invoice
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.
Send transaction receipt by SMS
Sends an SMS receipt of the specified transaction
Fetch transaction
Fetches the details of an existing transaction
Fetch customer
Fetches the details of an existing customer
Fetch group
Fetches the details of an existing group by display name or group ID
Create bucket
Creates a new bucket in the plan
Add user to group
Adds a user to an existing group
Create task
Creates a new task in the specified plan bucket
Fetch bucket
Fetches the details of an existing bucket
Fetch user
Fetches the details of an existing user
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
What is Microsoft Planner?
Microsoft Planner is a planning application that helps you create plans, manage tasks, analyse the performance of your team 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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Technical Engineer, Master Liveaboards
