Connect AroFlo and Stax

Both apps 44AroFlo 26Stax 18

• Trigger
  List New or Updated Clients

  Triggers when a client is created or updated in AroFlo; returns the client's ID and change time.

• Trigger
  List New or Updated Invoices

  Triggers when an invoice is created or updated in AroFlo; returns the invoice's ID and change time.

• Trigger
  List New or Updated Tasks

  Triggers when a task is created or updated in AroFlo; returns the task's ID and change time.

• Trigger
  List Timesheets

  Triggers when a new timesheet entry is recorded in AroFlo.

• Action
  Add location

  Creates a new site location for an AroFlo client, with its name and address.

• Action
  Add supplier

  Creates a new supplier in AroFlo with its contact details, street address and mailing address.

• Action
  Add task labour

  Adds a labour line (time worked by a user) to an existing AroFlo task.

• Action
  Add task material

  Adds a material line (an ad-hoc item or an inventory item) to an AroFlo task's worksheet.

• Action
  Add Task Note

  Adds a note to an AroFlo task.

• Action
  Create Client

  Creates a new client in AroFlo.

• Action
  Create User

  Creates a new user in AroFlo.

• Action
  Custom Payload

  Sends a custom XML insert or update to any AroFlo zone and returns AroFlo's post results.

• Action
  Find Asset

  Finds AroFlo assets matching a field value and returns their records.

• Action
  Find Business Unit

  Finds an AroFlo business unit by name and returns its record, including its org ID.

• Action
  Find Client

  Finds AroFlo clients by company/reference name and returns the matching client records.

• Action
  Find contact

  Finds client and contractor contacts in AroFlo by email, name or ID.

• Action
  Find Invoice

  Finds AroFlo invoices matching a field value and returns their records.

• Action
  Find project

  Finds AroFlo projects by project name and returns the matching project records.

• Action
  Find quote

  Finds AroFlo quotes where a chosen quote field (ID, name, job number, status, dates) equals a value, returning the matching quotes.

• Action
  Find Schedule

  Finds AroFlo schedules matching a field value and returns their records.

• Action
  Find Task

  Finds AroFlo tasks matching a field value and returns their records.

• Action
  Find Timesheet Group

  Returns the timesheet entries for one task, user, work date or type, with their combined total hours.

• Action
  Find User

  Finds AroFlo users matching a field value and returns their records.

• Action
  Update Client

  Updates an existing AroFlo client; only the fields you supply are changed.

• Action
  Update Task Fields

  Updates the name, description, due date or order number of an AroFlo task; only supplied fields change.

• Action
  Update Task Status

  Sets the status and optional substatus of an AroFlo task.

• 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.