Connect Stax to Saleshandy

Both apps 36Stax 18Saleshandy 18

• 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 an Outcome to a Prospect

  Add an outcome to the prospect in Saleshandy

• Action
  Add sequence

  Create a sequence. Docs: /api-reference/sequences/list-post.

• Action
  Add sequence step

  Create a sequence step. Docs: /api-reference/sequences/steps-post.

• Action
  Assign a Tag to a Prospect

  Assign a tag to a prospect in Saleshandy

• Action
  Blacklist a Domain

  Blacklist a domain in Saleshandy

• Action
  Create Prospect/Add Prospect to Sequence

  create prospects in saleshandy

• Action
  Get Prospect Sequence History

  returns each sequence the prospect is in with its status (Replied, Unsubscribed, Paused, Finished, Active) and flags.

• Action
  List prospect notes

  Get notes for a prospect. Docs: /api-reference/prospects/notes.

• Action
  List prospects

  /v1/prospects (x-api-key header). Paginated list with search, page, pageSize, sort, sortBy.

• Action
  List sequence steps

  Get steps of a sequence. Docs: /api-reference/sequences/steps.

• Action
  Mark Prospect as Finished

  Change the status of the prospect to finished in Saleshandy

• Action
  Mark Prospect as Paused

  Change the status of the prospect to paused in Saleshandy

• Action
  Mark Prospect as Replied

  Change the status of the prospect to replied in Saleshandy

• Action
  Mark Prospect as Resume

  Change the status of the prospect to resume in Saleshandy

• Action
  Unassign tag from prospect

  Unassign tags from prospects. Docs: /api-reference/prospects/tags-un-assign.

• Action
  Unsubscribe prospect

  Unsubscribe prospects. Docs: /api-reference/prospects/unsubscribe and /contacts-unsubscribe.

• Action
  Update prospect

  Update a prospect attribute value. Docs: /api-reference/prospects/attribute-post.

• Action
  Update sequence settings

  Update sequence settings (PATCH). Docs: /api-reference/sequences/settings-patch.

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