--- title: "Connect NetHunt CRM and Stax - APIANT.ai" description: "When \"New Call Log\" fires in NetHunt CRM, your agent runs \"Create Customer\" in Stax, or \"List Payment\" in Stax to \"Find Record\" in NetHunt CRM." canonical: "https://apiant.ai/connect/nethunt-crm-to-stax" --- # Connect NetHunt CRM and Stax When **New Call Log** fires in [NetHunt CRM](https://apiant.ai/connections/nethunt-crm), your agent runs **Create Customer** in [Stax](https://apiant.ai/connections/stax), or **List Payment** in Stax to **Find Record** in NetHunt CRM. Describe the whole flow and it is built, tested on every scenario and kept running. NetHunt CRM **8** triggers NetHunt CRM **8** 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 NetHunt CRM 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 NetHunt CRM and Stax can do together ### From NetHunt CRM to Stax - When **New Call Log** in NetHunt CRM then **Create Customer** in Stax - When **New Comment** in NetHunt CRM then **Create Scheduled Invoice** in Stax ### From Stax to NetHunt CRM - When **List Payment** in Stax then **Find Record** in NetHunt CRM - When **List Payment** in Stax then **Find record by field value** in NetHunt CRM 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 NetHunt CRM and Stax ## Triggers and actions 9 triggers · 25 actions - Trigger **New Call Log** Triggered when a new call log is added to a record in the specified folder. - Trigger **New Comment** Triggered when a new comment is added to a record in the specified folder. - Trigger **New folder** Triggered when a new folder is added. - Trigger **New Google Drive File in Folder** Polls a NetHunt folder for newly attached Google Drive files linked to its records. Input: folder_id. Returns the list of new Google Drive file attachments. - Trigger **New or Updated Record in Folder** Triggered when a record is created or updated in the specified folder. - Trigger **New Record in Folder** Triggered when a record is created in the specified folder. - Trigger **Two-way sync new or updated records in folder** A trigger for two-way syncing new and updated records in a specified folder, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Updated Record in Folder** Triggered when a record is updated in the specified folder. - Action **Add Call Log** Add a call log to the specified record. - Action **Add Comment** Add a comment to the specified record. - Action **Delete Record** Delete a record by ID. - Action **Find Record** Search records in a folder by ID or text query. - Action **Find record by field value** Finds one record in a NetHunt folder by matching a field value, and projects the record's fields map alongside record_id / id / created_at. - Action **List Folder Fields** List the fields of a folder. - Action **List Readable Folders** List all folders the user can read. - Action **List Writable Folders** List folders the user can create records in. - 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 - [ **NetHunt CRM** NetHunt CRM ties to Gmail and other Google Workspace apps you work in, automates data flow, and makes...](https://apiant.ai/connections/nethunt-crm) - [ **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 NetHunt CRM - [ **NetHunt CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nethunt-crm-to-salesforce) - [ **NetHunt CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nethunt-crm-to-slack) - [ **NetHunt CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nethunt-crm-to-stripe) - [ **NetHunt CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nethunt-crm-to-shopify) - [ **NetHunt CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nethunt-crm-to-quickbooks-online) - [ **NetHunt CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nethunt-crm-to-pipedrive) ## 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 ## NetHunt CRM and Stax, answered ### ### What can start an automation from NetHunt CRM? Any of NetHunt CRM's 8 triggers in the catalog, including New Call Log, New Comment, New folder and New Google Drive File in Folder. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Stax when something happens in NetHunt CRM? 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 NetHunt CRM? Yes. When something happens in Stax, your agent can act in NetHunt CRM too. This page covers both directions: Stax's triggers and NetHunt CRM's actions are listed here as well. ### ### Do I have to build a connector for NetHunt CRM 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 NetHunt CRM 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.