Connect Stax to Marketing 360

Both apps 32Stax 18Marketing 360 14

• 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 task

  Adds a new task to the Marketing 360 CRM and returns the new task's id.

• Action
  CRM - Create or Update Contact

  Updates the contact matching the given email or phone, or creates a new contact when none matches. Returns the contact's id and whether it was created or updated.

• Action
  CRM - Create or Update Lead

  Creates a lead under a lead source, or updates the existing lead with the same email address. Returns the lead's id, timestamps and lead source.

• Action
  CRM - Get Contact ID by Phone

  Returns the ID of the CRM contact that has the given phone number, and whether a contact was found.

• Action
  CRM - Update Contact by ID

  Updates an existing Marketing 360 CRM contact by ID, changing only the name, email, phone, statuses, types and custom fields you fill in.

• Action
  Delete contact

  Deletes a contact from the Marketing 360 CRM by its ID.

• Action
  Find contacts by filters

  Returns the contacts in your Marketing 360 CRM that match the filters you specify, such as a name, email or phone number.

• Action
  Get contact

  Returns a single CRM contact by its ID, including its source, assignees, types, statuses, tags and custom field values.

• Action
  List assignees

  Returns the users in the Marketing 360 account who can be assigned to a CRM contact, with each user's name and username.

• Action
  List contacts

  Returns all contacts in the Marketing 360 account's CRM.

• Action
  List contact sources

  Returns the contact sources set up in the Marketing 360 CRM account, each with its id and name.

• Action
  List contact statuses

  Returns the contact statuses defined in the Marketing 360 CRM account, with each status's id and name.

• Action
  List custom fields

  Returns the custom fields defined on the Marketing 360 CRM account, including each field's name, type and any nested child fields.

• Action
  Update task

  Updates an existing CRM task in Marketing 360, changing only the details you provide, and returns the task's id with a confirmation message.

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