Connect Stax to Convoso

Both apps 40Stax 17Convoso 23

• 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.

• Action
  Agent Monitor

  Returns the live state of Convoso agents (status, current call, call counts), optionally filtered by campaign, queue, agent or skill.

• Action
  Agent Monitor: Logout

  Logs a Convoso agent out of the dialer.

• Action
  Callback: Delete

  Deletes a scheduled Convoso callback.

• Action
  Callback: Insert

  Schedules a callback for a Convoso lead, for the system or a specific agent.

• Action
  Callbacks

  Returns Convoso callbacks filtered by date range, campaign, lead, list, agent, recipient or stage.

• Action
  Call Logs

  Returns Convoso call log records filtered by lead, campaign, list, agent, phone number, call type or time range.

• Action
  Call Logs: Update

  Writes values into the two extra fields of a Convoso call log record.

• Action
  Campaigns

  Returns every campaign in the Convoso account with its ID, name, active status and last call date.

• Action
  Campaigns: Set Status

  Activates or deactivates a Convoso campaign.

• Action
  DNC: Delete

  Removes a phone number from a campaign's or the global Do Not Call list.

• Action
  DNC: Insert

  Adds a phone number to a campaign's or the global Do Not Call list.

• Action
  DNC Records

  Returns Do Not Call entries from a campaign or the global DNC list, filtered by phone number, campaign, date, reason or purpose.

• Action
  Lead: Delete

  Deletes a lead from Convoso.

• Action
  Lead: Insert

  Adds a lead to a Convoso list, optionally checking duplicates and DNC, queuing it in the hopper, or updating an existing match.

• Action
  Lead Recordings

  Returns the call recordings for a Convoso lead, optionally within a date-time range.

• Action
  Leads

  Returns Convoso leads matching the given filters, such as list, status, owner, phone number or last-updated date range.

• Action
  Lead: Update

  Updates an existing Convoso lead's details, list or status.

• Action
  List: Delete

  Deletes a Convoso lead list.

• Action
  List: Insert

  Creates a new lead list in Convoso and assigns it to a campaign.

• Action
  Lists

  Returns lead lists in the Convoso account, filtered by status and optionally by list or campaign.

• Action
  List: Update

  Updates the name, campaign, description or status of a Convoso lead list.

• Action
  User Recordings

  Returns call recordings made by the given Convoso users, optionally within a date-time range.

• Action
  Users

  Returns Convoso user (agent) profiles for the given users.

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