Connect Less Annoying CRM and Stax

Both apps 35Less Annoying CRM 17Stax 18

• Trigger
  Contact Deletion

  Triggers when a contact is deleted.

• Trigger
  Form Submission

  Triggers when a form submission is received.

• Trigger
  Group Membership Addition

  Triggers when a contact is added to a group.

• Trigger
  Group Membership Deletion

  Triggers when a contact is removed from a group.

• Trigger
  New Contact

  Triggers when a new contact is created or a contact is updated.

• Trigger
  Pipeline Item Deletion

  Triggers when a pipeline item is deleted.

• Trigger
  Pipeline Item Status Update

  Triggers when a new pipeline item is added or its status is updated.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Contact Note

  Adds a note to a contact.

• Action
  Create Group Membership

  Adds a contact to a group.

• Action
  Create Pipeline Item

  Creates a new pipeline item.

• Action
  Create Task

  Creates a new task.

• Action
  Delete Group Membership

  Removes a contact from a group.

• Action
  Edit Contact

  Edit an existing contact. Blank fields will not be updated.

• Action
  Edit Pipeline Item

  Edit an existing pipeline item attached to a contact.

• Action
  Find Contact

  Search for contact by email, name, or LACRM Contact Id.

• Action
  Find Pipeline Item

  Search for a pipeline item.

• 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.