Connect SmartEmailing and Stax

Both apps 35SmartEmailing 17Stax 18

• Trigger
  New Contact

  Triggers when a new contact is added to your SmartEmailing account.

• Trigger
  Updated Contact

  Triggers when an existing contact is updated in SmartEmailing.

• Action
  Add Contact list

  Creates a new contact list in SmartEmailing.

• Action
  Add Custom field

  Creates a new contact custom field in SmartEmailing with the given name and type.

• Action
  Delete Contact

  Permanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.

• Action
  Get Contact

  Returns a single contact by email address or ID, including contact list memberships and custom field values.

• Action
  Get Contact list

  Returns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.

• Action
  List Contact lists

  Returns all contact lists in your SmartEmailing account.

• Action
  List Contacts

  Returns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.

• Action
  List Contacts in list

  Returns the contacts that belong to a contact list, with their details and list memberships.

• Action
  List Custom fields

  Returns the custom field definitions set up in your SmartEmailing account, optionally with their options.

• Action
  List Newsletters

  Returns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.

• Action
  Send custom email

  Sends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.

• Action
  Send transactional email

  Sends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from a chosen contact list.

• Action
  Update Contact email address

  Changes a contact's email address in SmartEmailing, moving all of the contact's data to the new address.

• Action
  Update Contact list

  Updates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide 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 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.