Connect SourceWhale and Stax

Both apps 28SourceWhale 11Stax 17

• Trigger
  Contact Added

  Triggers when a new person (candidate or contact) is added in SourceWhale.

• Trigger
  Contact Updated

  Triggers when a person (candidate or contact) is updated in SourceWhale.

• Trigger
  New Placement

  Triggers when a new placement is created in SourceWhale.

• Action
  Find activities

  Searches SourceWhale activities using structured filters such as activity type, person, project, company or creation date, and returns the matching activities.

• Action
  Find Company

  Finds SourceWhale companies whose name starts with the text you give.

• Action
  Find Contact

  Finds SourceWhale people whose email address contains the text you give.

• Action
  Get Company

  Returns one SourceWhale company by ID, with its name, website, industries and size.

• Action
  Get Contact

  Returns one SourceWhale person (candidate or contact) by ID, with name, role, location, emails and phones.

• Action
  Get Placement

  Returns one SourceWhale placement by ID, with the person, project, company, dates and rates.

• Action
  Get Project

  Returns one SourceWhale project (job) by ID, with its name, status, company, location and salary.

• Action
  List Users

  Lists the users on your SourceWhale team, with name, email and status.

• 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.