Connect Stax to LeadByte

Both apps 27Stax 17LeadByte 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 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
  Update Catalog Item

  Updates an existing catalog item's name, code, category, price, stock and other details.

• 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 Buyer Credit

  Adds credit to a LeadByte buyer's balance.

• Action
  Check Eligible Deliveries

  Lists the deliveries and buyers a lead would qualify for in a campaign, before the lead is submitted.

• Action
  Create a Buyer

  Creates a buyer in LeadByte, optionally with a buyer portal user.

• Action
  Get Campaign Report

  Returns a LeadByte campaign summary report (lead counts, revenue, profit) for a date range.

• Action
  Get Lead Queue Status

  Returns what happened to a submitted LeadByte lead (accepted, sold, deliveries) by its queue ID.

• Action
  Reprocess a Lead

  Queues a LeadByte lead that has not been sold to a buyer for reprocessing.

• Action
  Search Leads

  Finds leads in a LeadByte campaign by email address or phone number.

• Action
  Submit a Lead

  Submits a new lead into a LeadByte campaign and returns its queue ID.

• Action
  Update a Lead

  Updates a LeadByte lead's field values, optionally reprocessing it or sending it to a delivery.

• Action
  Update Lead Financials

  Sets the supplier payout and/or revenue on an approved LeadByte lead.

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