Connect ClickHelp and Stax

Both apps 37ClickHelp 19Stax 18

• Trigger
  Topic Created

  Fires once for each new topic that appears in the selected ClickHelp project or publication.

• Trigger
  Topic Updated

  Triggers when a topic is updated.

• Trigger
  Translation Document Updated

  Fires when a topic (translation document) in the chosen translation project or publication is created or modified.

• Action
  Add TOC node

  Create a TOC node (folder).

• Action
  Ask AnswerGenius

  Ask AnswerGenius a question.

• Action
  Create Project Backup

  Creates a backup of a project.

• Action
  Create User

  Creates a new user account.

• Action
  Delete publication

  Delete a project/publication.

• Action
  Find topics by keyword

  Search the portal.

• Action
  Get publication

  Get one project/publication by id.

• Action
  Get task status

  Get project management (long task) status.

• Action
  Get TOC node

  Returns one TOC node (caption, parent, position, topic)

• Action
  Get topic

  Get a topic.

• Action
  Get user

  Get a user profile.

• Action
  List topics

  List all topics in a project/publication.

• Action
  List users

  List portal users.

• Action
  Publish project

  Publish a project.

• Action
  Update topic

  Update a topic.

• Action
  Update user

  Change a user profile.

• 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.