Connect Stax to ClickFunnels

Both apps 39Stax 18ClickFunnels 21

• 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.

• Action
  Add contact

  Creates a new contact in a ClickFunnels workspace with their name, email, phone, social links, tags and custom attributes.

• Action
  Add product

  Creates a new product in a ClickFunnels workspace, with its store visibility, SEO details, images, tags and variant properties.

• Action
  Add tag

  Creates a new contact tag in a ClickFunnels workspace, which can then be applied to contacts.

• Action
  Apply Tag to Contact

  Applies an existing contact tag to a ClickFunnels contact. Returns the applied tag record, including the tag and contact details.

• Action
  Create Opportunity

  Creates a sales opportunity in a ClickFunnels workspace pipeline stage for a contact, with an optional value, close date and assigned team member.

• Action
  Delete contact

  Deletes a ClickFunnels contact. The contact disappears from contact lists but can still be looked up by its id.

• Action
  Enroll a Contact Into a Course

  Enrolls a ClickFunnels contact into a course, giving them access to its content, and returns the new enrollment.

• Action
  Get contact

  Returns a single ClickFunnels contact by its id, including name, email, phone, tags, custom attributes and visit tracking details.

• Action
  Get order

  Returns a single ClickFunnels order by its ID, including its customer, line items, billing and service status, and addresses.

• Action
  Get product

  Returns a single ClickFunnels product, including its name, store visibility, variants, prices and tags.

• Action
  List contacts

  Returns the identified contacts in a ClickFunnels workspace, optionally narrowed by email address, contact id, tag, active status or a saved contact filter.

• Action
  List courses

  Returns the courses in a ClickFunnels workspace, with each course's title, description, publish date and settings.

• Action
  List forms

  Returns the forms in a ClickFunnels workspace, with each form's id, public id, name and dates.

• Action
  List funnels

  Returns the funnels in a ClickFunnels workspace, optionally filtered to specific funnel IDs.

• Action
  List orders

  Returns the orders in a ClickFunnels workspace, optionally filtered by contact, order, order type, live/test mode or a saved order filter.

• Action
  List products

  Returns the products in a ClickFunnels workspace, optionally filtered by product, store visibility, customer-center visibility or archived state.

• Action
  List tags

  Returns the contact tags defined in a ClickFunnels workspace, optionally filtered by tag id or name.

• Action
  Remove Tag From Contact

  Removes a tag from a ClickFunnels contact. Reports whether the tag was applied to the contact and removed.

• Action
  Search Contacts by Email or ID

  Returns the contacts in a ClickFunnels workspace that match the email addresses or contact IDs you specify, with their names, phone, tags and custom attributes.

• Action
  Update contact

  Updates an existing ClickFunnels contact's details, such as name, email, phone, social links, tags and custom attributes. Fields left blank are not changed.

• Action
  Update or Create Contact (By Email Address)

  Updates the contact with the given email address in a ClickFunnels workspace, or creates a new contact if none exists with that email.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.