Connect Bidsketch and Stax

Both apps 35Bidsketch 18Stax 17

• Trigger
  New Client

  Triggers when a new client is added in Bidsketch.

• Trigger
  New Proposal

  Triggers when a new proposal is created in Bidsketch.

• Trigger
  Proposal Status Changed

  Triggers when a Bidsketch proposal's status changes, such as to Viewed, Accepted or Declined.

• Action
  Add Fee to Proposal

  Adds a fee line to a Bidsketch proposal, either required or optional.

• Action
  Add Section to Proposal

  Adds an opening or closing content section to a Bidsketch proposal.

• Action
  Create a Proposal

  Creates a new draft proposal in Bidsketch for an existing client.

• Action
  Create Client

  Creates a new client in Bidsketch with contact name, email and optional company, phone and address details.

• Action
  Create Fee

  Creates a saved fee in the Bidsketch account's fee library.

• Action
  Create Proposal from Template

  Creates a new Bidsketch proposal for a client from one of the account's templates.

• Action
  Delete Client

  Deletes a Bidsketch client together with all of its proposals.

• Action
  Delete Proposal

  Deletes a Bidsketch proposal and its content.

• Action
  Get Client

  Returns one Bidsketch client with its contact and address details.

• Action
  Get Proposal

  Returns one Bidsketch proposal with its status, totals and client.

• Action
  List Clients

  Returns a page of Bidsketch clients.

• Action
  List Proposals

  Returns a page of Bidsketch proposals.

• Action
  List Templates

  Returns the proposal templates in the Bidsketch account.

• Action
  Update Client

  Updates a Bidsketch client's contact details; only the fields you fill in change.

• Action
  Update Proposal

  Updates a Bidsketch proposal's name, description, date or currency; only filled fields change.

• 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 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
  Update Catalog Item

  Updates an existing catalog item's name, code, category, price, stock and other details.

• 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.