Connect Stax to EmailOctopus

Both apps 36Stax 18EmailOctopus 18

• 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 field

  Creates a new custom field on an EmailOctopus list, such as a text, number, date or choice field that contacts can hold a value for.

• Action
  Add list

  Creates a new mailing list in EmailOctopus and returns the list's details.

• Action
  Add tag

  Creates a new tag on an EmailOctopus list so it can be applied to contacts.

• Action
  Add Tag to Contact

  Adds a tag to an existing contact in an EmailOctopus list, leaving the contact's other tags unchanged.

• Action
  Add/Update Contact

  Creates a contact on an EmailOctopus list, or updates it if a contact with that email address already exists on the list.

• Action
  Delete contact

  Permanently deletes a contact from an EmailOctopus list.

• Action
  Delete list

  Deletes an EmailOctopus list, along with its contacts, fields and tags.

• Action
  Find Contact

  Finds a contact on an EmailOctopus list by email address and returns its details, field values, tags and subscription status.

• Action
  Get campaign

  Returns the details of an EmailOctopus campaign, including its status, subject, sender, recipient lists and HTML content.

• Action
  Get campaign summary report

  Returns the summary report for an EmailOctopus campaign: how many contacts it was sent to, plus its bounce, open, click, complaint and unsubscribe counts.

• Action
  Get list

  Returns the details of an EmailOctopus list, including its custom fields, tags and subscriber counts.

• Action
  List campaigns

  Returns every campaign in your EmailOctopus account, including its status, subject, sender and the lists it was sent to.

• Action
  List lists

  Returns all mailing lists in the EmailOctopus account, with each list's fields, tags, contact counts and dates.

• Action
  Remove Tag From Contact

  Removes a tag from a contact on an EmailOctopus list, leaving the contact's other tags unchanged. Returns the updated contact.

• Action
  Start automation for contact

  Starts an EmailOctopus automation for a contact. The automation must be one that is started through the API.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from an EmailOctopus list so they stop receiving campaigns, and returns the updated contact.

• Action
  Update Contact's Email Address

  Changes the email address of an existing contact on an EmailOctopus list and returns the updated contact.

• Action
  Update list

  Renames an existing EmailOctopus list and returns the updated list.

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