Connect MiniCRM and Stax

Both apps 41MiniCRM 24Stax 17

• Trigger
  New Card

  Triggers when a new card is created in the selected module.

• Trigger
  New Contact

  Triggers when a new company or person contact is created in MiniCRM.

• Trigger
  Updated Card

  Triggers when a card in the selected module is created or updated, including status changes.

• Trigger
  Updated Contact

  Triggers when a company or person contact is created or updated in MiniCRM.

• Action
  Create Address

  Adds a postal address to a contact or company and returns its ID.

• Action
  Create Card

  Creates a new card in a module for a contact and returns its ID.

• Action
  Create Contact

  Creates a company or person contact in MiniCRM and returns its ID.

• Action
  Create To-Do

  Creates a to-do on a card and returns its ID.

• Action
  Find Cards

  Searches cards in a module, optionally by main contact or status, and returns the matches.

• Action
  Find Contacts

  Searches companies and contacts by name, email, phone or free text and returns the matches.

• Action
  Get Address

  Returns a postal address by its ID.

• Action
  Get Card

  Returns a card (project) with its module, contact, status and owner.

• Action
  Get Contact

  Returns a company or person contact by its MiniCRM ID.

• Action
  Get Template

  Returns a template with its name, subject and content.

• Action
  Get To-Do

  Returns a to-do with its card, assignee, status and deadline.

• Action
  List Addresses

  Lists the postal addresses of a contact or company.

• Action
  List Modules

  Lists the modules (card categories) in your MiniCRM system with their IDs.

• Action
  List Templates

  Lists the email and document templates of a module.

• Action
  List To-Dos

  Lists the to-dos on a card, optionally only open or closed ones.

• Action
  Update Address

  Updates a postal address. Only the fields you fill in are changed.

• Action
  Update Card Field

  Updates one data field on a card, such as its name, owner or a module-specific field.

• Action
  Update Card Status

  Moves a card to a new status.

• Action
  Update Contact

  Updates a company or person contact in MiniCRM. Only the fields you fill in are changed.

• Action
  Update To-Do

  Updates or closes a to-do. Only the fields you fill in are changed.

• 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.