Connect Nimbata and Stax

Both apps 29Nimbata 11Stax 18

• Trigger
  New form submission

  Triggers when a new form submission is received in a Nimbata project.

• Action
  Add tag

  Creates a new tag in a tag category of a Nimbata project, ready to be applied to calls and form submissions.

• Action
  Add tags to call

  Adds one or more tags to a call and keeps the tags it already has. Returns the call's full list of tag IDs after the change.

• Action
  Get call

  Returns an inbound call's details, including its attribution, call-flow information and custom field values.

• Action
  Get lead

  Returns one lead with its phone numbers, emails, and first and last interaction details. If the lead was merged into another, returns the surviving lead.

• Action
  Get tracking number

  Returns one tracking number from a project, looked up by its ID or phone number, including its status, line type, country, call flow and tracking source.

• Action
  List calls

  Returns the inbound and outbound calls of a project, newest first, optionally narrowed by date range, caller, tracking number, outcome or campaign.

• Action
  List form submissions

  Returns the form submissions recorded in a Nimbata project, optionally narrowed by form, date range, attribution, device, tag or value.

• Action
  List leads

  Returns the identified leads in a Nimbata project, most recent interaction first, optionally narrowed to one phone number or email address.

• Action
  List SMS messages

  Returns a project's SMS messages, newest first, optionally filtered by date range, direction, status or phone number.

• Action
  List tracking numbers

  Returns the tracking numbers in a Nimbata project, optionally narrowed by a name or phone number search.

• 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.