--- title: "Connect Inistate and Stax - APIANT.ai" description: "When \"Changed Information\" fires in Inistate, your agent runs \"Create Customer\" in Stax, or \"List Payment\" in Stax to \"Create Entry\" in Inistate." canonical: "https://apiant.ai/connect/inistate-to-stax" --- # Connect Inistate and Stax When **Changed Information** fires in [Inistate](https://apiant.ai/connections/inistate), your agent runs **Create Customer** in [Stax](https://apiant.ai/connections/stax), or **List Payment** in Stax to **Create Entry** in Inistate. Describe the whole flow and it is built, tested on every scenario and kept running. Inistate **6** triggers Inistate **9** actions Stax **1** trigger Stax **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Inistate and Stax to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Inistate and Stax can do together ### From Inistate to Stax - When **Changed Information** in Inistate then **Create Customer** in Stax - When **Changed State** in Inistate then **Create Scheduled Invoice** in Stax ### From Stax to Inistate - When **List Payment** in Stax then **Create Entry** in Inistate - When **List Payment** in Stax then **Duplicate Entry** in Inistate Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Inistate and Stax ## Triggers and actions 7 triggers · 26 actions - Trigger **Activity Performed** Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time. - Trigger **Changed Information** Triggers when an entry's information in an Inistate module is changed. - Trigger **Changed State** Triggers when an entry in the selected Inistate module moves to a different workflow state. - Trigger **Information Due** Triggers when an entry in the chosen module reaches its due date. - Trigger **New Entry** Triggers when a new entry is created in the selected Inistate module. - Trigger **Updated Entry** Triggers when an entry in the selected module is created or changed. - Action **Create Entry** Creates a new entry in an Inistate module with the field values you supply. - Action **Delete Entry** Deletes an entry from an Inistate module. - Action **Duplicate Entry** Creates a copy of an existing entry in an Inistate module. - Action **Edit Entry** Edits an existing entry in an Inistate module, updating the field values you supply. - Action **Get Activity Form** Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options. - Action **List Entries** Returns entries from an Inistate module, optionally narrowed to one of the module's listings. - Action **List Modules** Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace. - Action **List Workspaces** Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name. - Action **Perform Activity** Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow. - 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. ## Each app on its own - [ **Inistate** Inistate is simplifying processes to best-fit sustainable and scalable solutions and reinventing no-code...](https://apiant.ai/connections/inistate) - [ **Stax** Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need...](https://apiant.ai/connections/stax) Reviews ## What our customers say ## More from Inistate - [ **Inistate to Chucknorris** Free JSON API providing hand-curated, random Chuck Norris jokes/facts.](https://apiant.ai/connect/inistate-to-chucknorris) - [ **Inistate to Docusnap365** Docusnap is a software for automated network inventory, IT documentation, license management and permission...](https://apiant.ai/connect/inistate-to-docusnap365) - [ **Inistate to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/inistate-to-salesforce) - [ **Inistate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/inistate-to-slack) - [ **Inistate to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/inistate-to-mailchimp) - [ **Inistate to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/inistate-to-stripe) ## More into Stax - [ **HubSpot to Stax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stax) - [ **Salesforce to Stax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stax) - [ **Slack to Stax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stax) - [ **Google Sheets to Stax** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-stax) - [ **Gmail to Stax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stax) - [ **Google Calendar to Stax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stax) Questions ## Inistate and Stax, answered ### ### What can start an automation from Inistate? Any of Inistate's 6 triggers in the catalog, including Changed Information, Changed State, New Entry and Updated Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Stax when something happens in Inistate? Any of Stax's 17 actions, including Create Customer, Create Item, Create Scheduled Invoice and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Stax to Inistate? Yes. When something happens in Stax, your agent can act in Inistate too. This page covers both directions: Stax's triggers and Inistate's actions are listed here as well. ### ### Do I have to build a connector for Inistate or Stax? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Inistate and Stax without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.