Connect Stax to Insightly

Both apps 52Stax 18Insightly 34

• 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 contact to organisation

  Link a contact to an organisation by updating the contact's ORGANISATION_ID.

• Action
  Create contact

  Create a new contact in Insightly.

• Action
  Create event

  Create a new calendar event in Insightly.

• Action
  Create lead

  Create a new lead in Insightly.

• Action
  Create note

  Create a new note in Insightly.

• Action
  Create opportunity

  Create a new opportunity in Insightly.

• Action
  Create organisation

  Create a new organisation in Insightly.

• Action
  Create project

  Create a new project in Insightly.

• Action
  Create task

  Create a new task in Insightly.

• Action
  Delete contact

  Delete a contact by its CONTACT_ID.

• Action
  Delete lead

  Delete a lead by its LEAD_ID.

• Action
  Delete opportunity

  Delete an opportunity by its OPPORTUNITY_ID.

• Action
  Delete organisation

  Delete an organisation by its ORGANISATION_ID.

• Action
  Get contact

  Retrieve a single contact by its CONTACT_ID.

• Action
  Get event

  Retrieves a single Insightly calendar event by its id, including its custom field values and links.

• Action
  Get lead

  Retrieve a single lead by its LEAD_ID.

• Action
  Get note

  Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.

• Action
  Get opportunity

  Retrieve a single opportunity by its OPPORTUNITY_ID.

• Action
  Get organisation

  Retrieve a single organisation by its ORGANISATION_ID.

• Action
  Get project

  Retrieve a single project by its PROJECT_ID.

• Action
  Get task

  Retrieve a single task by its TASK_ID.

• Action
  List contacts

  List contacts (paged) ordered by date.

• Action
  List leads

  List leads (paged).

• Action
  List opportunities

  List opportunities (paged).

• Action
  List organisations

  List organisations (paged).

• Action
  List projects

  List projects (paged).

• Action
  List tasks

  List tasks (paged).

• Action
  List users

  List Insightly users (useful for resolving owner/responsible user IDs).

• Action
  Search contacts

  Search contacts by a single field value (e.g. email_address).

• Action
  Update contact

  Update an existing contact in Insightly.

• Action
  Update lead

  Update an existing lead in Insightly.

• Action
  Update opportunity

  Update an existing opportunity in Insightly.

• Action
  Update organisation

  Update an existing organisation in Insightly.

• Action
  Update task

  Update an existing task in Insightly.

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