Connect Stax to Customer.io

Both apps 28Stax 18Customer.io 10

• 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
  Create Anonymous Event

  Records an event that isn't tied to a known person yet, such as a page view or an action by a visitor. Include an anonymous id to link the event to a person later.

• Action
  Create Event

  Records an event for a person in Customer.io, which can trigger campaigns or update segments.

• Action
  Delete person

  Deletes a person from your Customer.io workspace, identified by their id, email address or Customer.io id.

• Action
  Get person

  Look up a customer's attributes by customer_id.

• Action
  List segments

  List all manual and data-driven segments in the workspace.

• Action
  Merge people

  Merges a duplicate person into a primary person. The secondary person's attributes and activity move to the primary person, and the secondary person is deleted.

• Action
  Remove people from segment

  Removes people from a manual segment in Customer.io. Data-driven segments can't be changed this way.

• Action
  Send API-triggered broadcast

  Trigger an API-triggered broadcast campaign to send immediately.

• Action
  Send transactional email

  Send a one-off transactional email via a transactional message template.

• Action
  Suppress person

  Deletes a person from your Customer.io workspace and suppresses their identifiers so nobody can be added again with the same id, email or phone. Activity attributed to them is redacted.

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