Connect Stax to RD Station

Both apps 32Stax 18RD Station 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 custom field

  Creates a new custom contact field in your RD Station Marketing account.

• Action
  Add tag to contact

  Adds one or more tags to an existing RD Station Marketing contact, found by UUID, email or phone. Tags are added alongside the contact's existing tags.

• Action
  Conversion Event

  Records a conversion event in RD Station Marketing, creating or updating the contact identified by email or phone.

• Action
  Delete contact

  Deletes a contact from RD Station Marketing, found by its UUID, email or phone.

• Action
  Delete custom field

  Deletes a custom contact field from the RD Station Marketing account. Default fields cannot be deleted.

• Action
  Get contact

  Returns a contact's standard and custom fields, looked up by UUID, email or phone.

• Action
  List contact events

  Returns the conversion or opportunity events recorded for an RD Station Marketing contact.

• Action
  List custom fields

  Returns all contact fields in the RD Station Marketing account, both standard and custom fields.

• Action
  List segmentation contacts

  Returns the contacts that belong to an RD Station Marketing segmentation.

• Action
  List segmentations

  Returns the segmentations (contact segments) defined in your RD Station Marketing account.

• Action
  Lost Deal

  Marks an existing RD Station Marketing contact as a lost opportunity in the default funnel, with a loss reason.

• Action
  Update contact

  Updates an existing contact in RD Station Marketing, found by its uuid, email or phone. Creates the contact if none matches.

• Action
  Update custom field

  Updates the name, label, data type, presentation type and options of an existing contact custom field in RD Station Marketing.

• Action
  Won Deal

  Marks an existing RD Station Marketing contact as a won opportunity (sale), optionally with the deal value.

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