Connect Stax to Hippo

Both apps 31Stax 18Hippo 13

• 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 custom event

  Create a custom event for a user (Automation/Create custom event in Hippo Postman docs): app_secret_key, user_unique_key, event_type, etc.

• Action
  Create Conversation

  Creates a new conversation in the system

• Action
  Create or Update User

  Create a new user or update an existing one

• Action
  Create Summary of Ticket History

  Creates a summary of all notes and comments added in the ticket

• Action
  Create Ticket

  Creates a new ticket in the system

• Action
  Get ticket

  Get ticket details by ticket_id. POST to Hippo ticketing API (Ticketing/Get Ticket Details in the Postman docs) with ticket_id, app_secret_key.

• Action
  List conversations

  Fetch a customer's conversation list (Chat/Fetch customer conversation list): email, app_secret_key, start, limit.

• Action
  List messages

  Fetch messages and chat details for a channel (Chat/Fetch messages and chat details): channel_id, app_secret_key, start, limit.

• Action
  Send Broadcast to Users

  Sends broadcast messages through hippo

• Action
  Send Message

  Sends a message in an existing chat

• Action
  Update Due Date of Ticket

  Updates due date of an existing ticket

• Action
  Update Ticket Priority

  Updates the priority of a ticket

• Action
  Update Ticket Status

  Update status of a ticket

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