Connect Stax to People Data Labs

Both apps 25Stax 18People Data Labs 7

• 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
  Autocomplete field

  Returns autocomplete suggestions from People Data Labs for a chosen field (company, school, title, skill, location and more), ranked by how many person records carry each value.

• Action
  Enrich Company

  Looks up a single company in the People Data Labs company dataset and returns its full profile along with a match likelihood score.

• Action
  Enrich IP address

  One-to-one match an IP address against the IP dataset to return associated location, company, and person metadata.

• Action
  Enrich Person

  Takes in data on a person and returns over 100 points of information about them.

• Action
  Find companies by criteria

  Searches the People Data Labs company dataset with an Elasticsearch query or an SQL statement and returns the matching company profiles.

• Action
  Find people by criteria

  Search the People Data Labs person dataset with an Elasticsearch or SQL query and return the matching person profiles.

• Action
  Identify person

  Returns up to 20 People Data Labs person profiles that may match the details you give, ranked by match score.

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