Connect Stax to Crelate

Both apps 32Stax 18Crelate 14

• 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 email

  Logs an email activity in Crelate on a contact, company or job record.

• Action
  Create Note

  Creates a note on a Crelate contact, company or job record.

• Action
  Create Task

  Creates a task in Crelate attached to a contact, company or job record.

• Action
  Create Webhook (Company Created)

  Subscribes a URL to receive a notification whenever a company is created in Crelate.

• Action
  Delete company

  Permanently deletes a company record from Crelate.

• Action
  Delete contact

  Permanently deletes a contact from Crelate.

• Action
  Delete job

  Permanently deletes a job in Crelate.

• Action
  Find Company

  Searches Crelate companies by name, phone, email, city or postal code and returns the matching companies.

• Action
  Find Contact

  Finds contacts by name, email, phone, contact number, city or postal code, returning up to 200 matches.

• Action
  Find Job

  Searches jobs by name keywords or job number and returns the matching jobs.

• Action
  Get company

  Returns a single Crelate company record, including its custom fields, by its id.

• Action
  Get contact

  Returns a single Crelate contact by its id, including all standard and custom fields.

• Action
  Get job

  Returns a single job record by its id, including its custom fields.

• Action
  Update task

  Updates an existing Crelate task. Only the fields you fill in are changed.

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