Integrate Pipedrive with Stax
Send information between Pipedrive and Stax automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Stax for recently won deals in Pipedrive
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Stax each time a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in Stax.
Create an invoice in Stax for recently won deals in Pipedrive
Pipedrive + Stax
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Supported triggers and actions
Integrate Pipedrive and Stax using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline stage created
Triggers when a new pipeline stage is created
Pipeline created
Triggers when a new pipeline is created
Product created
Triggers when a new product is created
Note created
Triggers when a new note is added
Deal updated
Triggers when any detail of an existing deal is updated
Lead updated
Triggers when any detail of an existing lead is updated
Product updated
Triggers when any detail of an existing product is updated
Organization updated
Triggers when any detail of an existing organization is updated
Activity created
Triggers when a new activity is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Organization created
Triggers when a new organization is created
Lead created
Triggers when a new lead is created
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person created
Triggers when a new contact person is created
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
Add products to a deal
Adds multiple products to a deal
Create contact person
Creates a contact new person
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Create product
Creates a new project
Create deal
Creates a new deal
Create lead
Creates a new lead
Update deal
Updates the details of an existing deal
Update contact person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch contact person
Fetches the details of an existing contact person
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
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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