Connect GoodDay.work and Stax

Both apps 31GoodDay.work 14Stax 17

• Trigger
  New CRM Contact

  Triggers when a new CRM contact is added.

• Trigger
  New Project

  Triggers when a new project or folder is created.

• Trigger
  New Task in Project

  Triggers when a new task is created in the chosen project.

• Action
  Create CRM Contact

  Creates a CRM contact.

• Action
  Create Folder

  Creates a folder, optionally inside another project or folder.

• Action
  Create Project

  Creates a project from one of the organization's project templates.

• Action
  Create Task

  Creates a task in a project, optionally assigned to a user, with dates, priority and estimate.

• Action
  Get CRM Contact

  Returns one CRM contact and the tasks linked to it.

• Action
  Get Project

  Returns one project's details.

• Action
  Get Task

  Returns one task by its ID, with its status, type, assignee, dates and custom field values.

• Action
  Get User

  Returns one organization user.

• Action
  List Projects

  Returns the organization's projects and folders.

• Action
  List Task Statuses

  Returns all task statuses in the organization.

• Action
  List Users

  Returns the organization's users.

• 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.