Connect Stax to PDF Vector

Both apps 27Stax 18PDF Vector 9

• 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
  Ask About Document

  Answers a question about the content of a document (PDF, Office, image, text and more) using AI, given a public URL or base64 file content.

• Action
  Ask About Identity Document

  Answers a question about an identity document (passport, driver's license, ID card) supplied by URL or base64 content, using AI.

• Action
  Ask About Invoice

  Answers a question about an invoice document (PDF, image, Word and more) using AI, provided by URL or base64 content.

• Action
  Extract Data From Document

  Extracts structured data from a document (PDF, Word, Excel, image and more) according to your instructions and JSON schema.

• Action
  Extract Data From Identity Document

  Extracts structured data from an identity document (passport, driver's license, ID card) according to a JSON Schema you provide.

• Action
  Extract Data From Invoice

  Extracts structured data from an invoice (PDF, image or office file) into the shape you describe with a JSON Schema.

• Action
  Parse Document

  Parses a document (PDF, Word, Excel, PowerPoint, images and more) and returns its content as markdown.

• Action
  Parse Identity Document

  Parses an identity document (passport, driver's license, ID card) and returns its content as markdown.

• Action
  Parse Invoice

  Parses an invoice (PDF, image or office document) into markdown text.

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