Connect Stax to Cubo Crm

Both apps 35Stax 18Cubo Crm 17

• 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 activity

  Create an activity. POST activities; docs "Criar nova atividade".

• Action
  Add deal

  Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio".

• Action
  Add note

  Create a note (Anotação). POST notes; docs "Criar nova anotação".

• Action
  Add organization

  Create an organization. POST organizations; docs "Criar nova organização".

• Action
  Add person

  Create a person (Pessoa). POST on persons; docs "Criar nova pessoa".

• Action
  Add product

  Create a product. POST products; docs "Criar novo produto".

• Action
  Delete deal

  Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio".

• Action
  Delete person

  Delete a person by ID.

• Action
  Get deal

  Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID".

• Action
  Get organization

  Get an organization by ID.

• Action
  Get person

  Get a person by ID.

• Action
  List organizations

  List all organizations. GET organizations; docs "Listar todas as organizações".

• Action
  List pipelines

  List all pipelines (Funis). GET pipelines; docs "Listar todos os funis".

• Action
  List products

  List all products. GET products; docs "Listar todos os produtos".

• Action
  List stages

  List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID".

• Action
  Update activity

  Update an activity by ID.

• Action
  Update deal

  Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio".

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