Connect Attio and Stax

Both apps 38Attio 20Stax 18

• Trigger
  List Entry Created

  Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.

• Trigger
  List Entry Deleted

  Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.

• Trigger
  List Entry Updated

  Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.

• Trigger
  Record Created

  Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.

• Trigger
  Record Deleted

  Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.

• Trigger
  Record Updated

  Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.

• Trigger
  Task Created

  Triggers when a new task is created in Attio, giving you the new task's ID and who created it.

• Action
  Create List Entry

  Adds a record to an Attio list as a new list entry and returns the entry.

• Action
  Create Note

  Creates a note on an Attio record and returns the new note.

• Action
  Create or Update List Entry by Parent Record

  Adds a record to an Attio list, or updates its existing entry if it is already on the list.

• Action
  Create or Update Record

  Creates a record in Attio, or updates the existing record that matches on the chosen field.

• Action
  Create Record

  Creates a new record on the chosen Attio object and returns it.

• Action
  Create Storage Location

  Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.

• Action
  Create Task

  Creates a task in Attio, optionally linked to a record and assigned to a workspace member.

• Action
  Delete List Entry

  Removes an entry from an Attio list.

• Action
  Find List Entries

  Returns the entries on an Attio list.

• Action
  Find Records

  Searches records on the chosen Attio object and returns the matches.

• Action
  Update List Entry

  Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.

• Action
  Update Record

  Updates the field values on an existing Attio record. Fields you leave blank are left untouched.

• Action
  Update Task

  Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.

• 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.