Freshsales Suite + Stax

Freshsales Suite + Stax integrations

Create deals in Freshsales Suite for new invoices in Stax

Effortlessly manage your sales pipeline when new invoices are created in Stax with this seamless workflow. When a new invoice is generated in Stax, this automation will create a deal in Freshsales Suite, keeping your sales process organized and up-to-date. Stay on top of your sales opportunities and never miss a chance to close a deal.

When this happens...
New InvoiceTriggers when a new invoice is created.
TriggerInstant
automatically do this!
Create DealCreates a new deal.
ActionWrite

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More things you can do with Stax and Freshsales Suite

Discover other triggers and actions you can use with Stax and Freshsales Suite

New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Scheduled Invoice
Triggers when a new scheduled invoice is created.
Trigger
Instant
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Deleted Catalog Item
Triggers when a catalog item has been deleted.
Trigger
Instant
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List Payment
Lists your Payments.
Trigger
Polling
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Updated Dispute
Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
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Updated Catalog Item
Triggers when an existing catalog item has been updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
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Updated Payment
Triggers when a payment (transaction) is updated. Example, a payment is linked to a new customer. Note that a refund is considered a new transaction.
Trigger
Instant
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- Customer
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Due Date
- Number of line items to populate
  Required
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Write
- Customer
- Schedule Type
  Required
- Start On
  Required
- Run Interval
  Required
- Schedule this many times
  Required
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Number of line items to populate
  Required
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Write
- The Item's unique identifier in the catalog
  Required
- Item Name
  Required
- Number in Stock
  Required
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- Search by keyword
  Required
Action
Search
- Search by customer
  Required
Action
Search
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
- Customer
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Due Date
- Number of line items to populate
  Required
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Search or write
- Search by keyword
  Required
- Customer
- Schedule Type
  Required
- Start On
  Required
- Run Interval
  Required
- Schedule this many times
  Required
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Number of line items to populate
  Required
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Search or write
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

New Dispute
Triggers when a new dispute is created.
Trigger
Instant
Try It
New Catalog Item
Triggers when a new catalog item is created.
Trigger
Instant
Try It
New Payment
Triggers when a new payment (transaction) is posted to your account.
Trigger
Instant
Try It
Deleted Scheduled Invoice
Triggers when a scheduled invoice has been deleted.
Trigger
Instant
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Updated Customer
Triggers when a an existing customer is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
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Updated Invoice
Triggers when a new invoice is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
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Updated Scheduled Invoice
Triggers when an existing scheduled invoice is updated. Examples: occurence dates changed, amount changes. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
- First/Given Name
  Required
- Last/Family Name
  Required
- Email Address
  Required
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
Action
Write
- Item Name
  Required
- Number in Stock
  Required
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- Total to Charge
  Required
- Payment Method
  Required
- Invoice
- Create Pre-Authorization?
  Required
- First/Given Name
  Required
Action
Write
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
- First/Given Name
  Required
- Last/Family Name
  Required
- Email Address
  Required
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
Action
Search or write
- Search by keyword
  Required
- Item Name
  Required
- Number in Stock
  Required
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Search or write
- Search by keyword
  Required
- Total to Charge
  Required
- Payment Method
  Required
- Invoice
- Create Pre-Authorization?
  Required
- First/Given Name
  Required
Action
Search or write
- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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CRM (Customer Relationship Management)

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About Stax

Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.

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