Connect NotePM and Stax

Both apps 39NotePM 22Stax 17

• Trigger
  New Comment

  Triggers when a new comment is added to a NotePM page.

• Trigger
  New Note

  Triggers when a new note is created in your NotePM team.

• Trigger
  New Page

  Triggers when a new page is created in NotePM.

• Trigger
  New Page or Updated Page

  Triggers when a NotePM page is created or updated.

• Action
  Archive Note

  Archives a NotePM note.

• Action
  Create Comment

  Adds a comment to a NotePM page.

• Action
  Create Folder

  Creates a folder in a NotePM note.

• Action
  Create Note

  Creates a note in your NotePM team.

• Action
  Create Page

  Creates a page in a NotePM note.

• Action
  Create Tag

  Creates a tag in NotePM.

• Action
  Delete Note

  Deletes a NotePM note.

• Action
  Delete Page

  Deletes a NotePM page.

• Action
  Get Note

  Returns one NotePM note by its note code, including its name, description, scope and members.

• Action
  Get Page

  Returns one NotePM page with its title, body and tags.

• Action
  Get User

  Returns one NotePM user by user code.

• Action
  List Folders

  Returns the folders in a NotePM note.

• Action
  List Notes

  Returns the notes in your NotePM team.

• Action
  List Tags

  Returns the tags in your NotePM team with their page counts.

• Action
  List Users

  Returns the users in your NotePM team.

• Action
  Search Pages

  Searches NotePM pages by text, note or tag.

• Action
  Update Note

  Updates a NotePM note's name, description or scope.

• Action
  Update Page

  Updates a NotePM page's title or body.

• 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.