The Stax Bill Salesforce integration provides great flexibility when using it. The integration is a two-way communication which allows pertinent items to be synchronized.
Using the opportunity workflow, you can use the Send to Stax Bill button to send information in a one-step process. To use the Send to Stax Bill button, see Salesforce to Stax Bill Opportunity Workflow (Lightning).
In addition, you can manually enter data into Salesforce using iFrames which sends data over to Stax Bill. See the following for more information:
- Creating a Customer in Salesforce
- Adding a Subscription to a Customer in Salesforce
- Activating a Customer in Stax Bill from Salesforce
You can also add payment methods to a customer and sync Salesforce and Stax Bill data. See the following for additional details.