Connect Stax to Scrive

Both apps 28Stax 18Scrive 10

• 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 New Party

  Adds a new party (signer, viewer or approver) to a Scrive document that is still in preparation, and returns the updated document.

• Action
  Cancel document

  Cancels a pending Scrive document so it can no longer be signed, and returns the updated document.

• Action
  Create From PDF

  Creates a new Scrive document in preparation from a PDF file, ready to add parties and start signing.

• Action
  Get document

  Returns a Scrive document's details, including its title, status and parties.

• Action
  Get document main file

  Downloads the main PDF file of a Scrive document (the sealed PDF once the document is signed).

• Action
  List documents

  Returns Scrive documents, optionally filtered (for example by status) and sorted, along with the total number of matching documents.

• Action
  Prolong document

  Extends the signing deadline of a pending or timed-out Scrive document by a number of days and returns the updated document.

• Action
  Remind signatories

  Sends a reminder invitation to every signatory of a pending Scrive document who has not yet signed.

• Action
  Start Signing

  Starts the signing process for a Scrive document in preparation, sending it to its parties according to their delivery methods.

• Action
  Update document

  Updates a Scrive document that is still in preparation, such as its title, parties or signing settings, and returns the updated document.

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