Connect Act! and Stax

Both apps 48Act! 30Stax 18

• Trigger
  Contact Updated

  Triggers when an Act! contact is created or updated.

• Trigger
  New Company

  Triggers when a new company is created in Act!.

• Trigger
  New Contact

  Triggers when a new contact is created in Act!.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Act!.

• Action
  Add Activity

  Schedules an activity (call, meeting or to-do) in Act!, optionally linked to a contact.

• Action
  Add Company

  Creates a new company in Act!.

• Action
  Add Contact

  Creates a new contact in your Act! database.

• Action
  Add Group

  Creates a new group in Act!.

• Action
  Add History

  Records a history item (a logged interaction) in Act!, optionally on a contact.

• Action
  Add Note

  Adds a note in Act!, optionally attached to a contact.

• Action
  Add Opportunity

  Creates a new sales opportunity in Act!.

• Action
  Delete company

  Deletes an existing company from your Act! database.

• Action
  Delete Contact

  Deletes an Act! contact by its ID.

• Action
  Delete group

  Deletes an existing group in Act!.

• Action
  Delete note

  Deletes an existing note in Act!.

• Action
  Delete opportunity

  Deletes an opportunity from your Act! database.

• Action
  Find Company

  Finds companies in Act! by exact name.

• Action
  Find Contact

  Finds contacts in Act! by email address.

• Action
  Find Group

  Finds groups in Act! by exact name.

• Action
  Get company

  Returns a single Act! company by its ID, including its addresses, contact details and custom fields.

• Action
  Get Contact

  Returns one Act! contact by its ID.

• Action
  Get group

  Returns a single Act! group by its ID, including its name, description, address, contact count and custom fields.

• Action
  Get opportunity

  Returns a single Act! opportunity by its ID, including its stage, status, totals, associated contacts, companies and groups, and custom fields.

• Action
  List companies

  Returns the companies in your Act! database, optionally filtered and sorted.

• Action
  List contacts

  Returns contacts from your Act! database, optionally filtered and sorted.

• Action
  Update company

  Updates an existing company in Act!, changing only the fields you fill in.

• Action
  Update Contact

  Updates the fields you supply on an existing Act! contact.

• Action
  Update group

  Updates an existing Act! group's name, description, parent group, privacy, record manager, address or custom fields. Fields left blank are not changed.

• Action
  Update note

  Updates an existing Act! note's text, type, display date, privacy, or linked contacts, companies, groups and opportunities. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates the fields you supply on an existing Act! opportunity.

• Trigger
  List Payment

  Triggers when a new payment transaction is recorded in Stax.

• Action
  Capture payment

  Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.

• Action
  Create Customer

  Creates a customer record on the Stax merchant account and returns the new customer.

• Action
  Create Item

  Creates an item in the merchant's Stax catalog and returns the new catalog item.

• Action
  Create Scheduled Invoice

  Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.

• Action
  Delete Catalog Item

  Deletes a catalog item from Stax.

• Action
  Delete payment method

  Deletes a customer's saved payment method in Stax and returns the deleted payment method.

• Action
  Delete Scheduled Invoice

  Deletes a recurring invoice schedule so it stops generating invoices.

• Action
  Find Customers

  Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.

• Action
  Find Invoices

  Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.

• Action
  Find Items

  Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.

• Action
  Find Payment Methods

  Returns all saved payment methods (cards and bank accounts) for a Stax customer.

• Action
  Find Payments

  Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.

• Action
  Make a Payment

  Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.

• Action
  Refund payment

  Refunds all or part of a settled Stax payment transaction back to the customer.

• Action
  Update customer

  Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.

• Action
  Update invoice

  Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.

• Action
  Void payment

  Voids a payment transaction in Stax before it settles, cancelling the charge.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.