Connect Anchor and Stax

Both apps 28Anchor 10Stax 18

• Trigger
  Agreement Amended

  Triggers when an agreement is amended.

• Trigger
  New Proposal Sent

  Triggers when a proposal is sent to a client.

• Trigger
  Proposal Approved

  Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).

• Trigger
  Proposal Published

  Triggers when a proposal is published.

• Action
  Add Service to Agreement

  Adds a service to a signed Anchor agreement as a new amendment.

• Action
  Create Contact

  Creates a new client contact in Anchor.

• Action
  Find Contact by ID

  Looks up a single contact by its Anchor ID.

• Action
  List Contacts

  Returns a list of contacts (client businesses), optionally filtered by search text or status.

• Action
  Publish Proposal

  Publishes a proposal draft as a proposal and, unless set to silent, emails the client.

• Action
  Submit Charges

  Submits charges on an agreement to issue an invoice now or schedule one for a future billing date.

• 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.