Connect eSignatures and Stax

Both apps 33eSignatures 15Stax 18

• Trigger
  Contract Signed

  Triggers when a contract is signed by all signers.

• Trigger
  Contract Withdrawn

  Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".

• Trigger
  Signer Declined Signature

  Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".

• Trigger
  Signer Viewed Contract

  Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".

• Action
  Add Signer

  Add a new signer to an existing contract.

• Action
  Add Template

  Create a new reusable contract template.

• Action
  Create Contract

  Creates a new contract.

• Action
  Delete Signer

  Remove a signer from a contract that has not yet signed.

• Action
  Delete Template

  Delete a contract template.

• Action
  Get Contract

  Retrieve a contract's current status, signer states, and metadata.

• Action
  Get Template

  Retrieve a contract template's details.

• Action
  List Templates

  List all contract templates in the account.

• Action
  Send Contract Draft

  Send a previously created draft contract to its signers.

• Action
  Update Template

  Update an existing contract template's title or settings.

• Action
  Withdraw Contract

  Withdraw (cancel) a contract that has been sent but not fully signed.

• 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.