--- title: "Connect Stax to Sophiie - APIANT.ai" description: "When \"List Payment\" fires in Stax, your agent runs \"Add lead\" in Sophiie. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/stax-to-sophiie" --- # Connect Stax to Sophiie When **List Payment** fires in [Stax](https://apiant.ai/connections/stax), your agent runs **Add lead** in [Sophiie](https://apiant.ai/connections/sophiie). Describe the whole flow and it is built, tested on every scenario and kept running. Stax **1** trigger Stax **17** actions Sophiie **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Stax and Sophiie to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Stax can start in Sophiie - When **List Payment** in Stax then **Add lead** in Sophiie - When **List Payment** in Stax then **Update lead** in Sophiie Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Stax and Sophiie ## Triggers and actions 1 trigger · 35 actions - 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 appointment** Books an appointment (job) for a lead in Sophiie. It appears on the dashboard calendar and syncs to connected calendars. - Action **Add lead** Creates a new lead in your Sophiie organization with contact details, business name and social links. - Action **Cancel appointment** Cancels an appointment (job), keeping it with status Cancelled and syncing the cancellation to connected calendars. - Action **Delete lead** Deletes a lead from your Sophiie organization. - Action **Get appointment** Returns a single appointment (job) by its ID, including its time, status, lead, attendees and notes. - Action **Get call** Returns a single completed phone call, including its outcome, summary, transcript and recording link. - Action **Get inquiry** Returns a single inquiry, including its customer (lead) and the call, chat, webform or message details it came from. - Action **Get lead** Returns a lead's full details, including contact info, status, tags, default address and last inquiry. - Action **Get organization** Returns the details of the Sophiie organization tied to the connected account, including its name, contact details, time zone, country and currency. - Action **List appointments** Returns the appointments (jobs) in your Sophiie organization, optionally only those for one lead. - Action **List inquiries** Returns the inquiries (calls, emails, chats, SMS, web forms and social messages) received by your Sophiie organization, optionally filtered by lead, source or archived state. - Action **List lead notes** Returns the notes recorded on a lead, including their content, author and timestamps. - Action **List leads** Returns the leads in your Sophiie organization, with contact details, status and unread inquiry counts. Optionally limit to leads created or updated since a given time. - Action **List members** Returns the members (users) of your Sophiie organization, including their role, name, email and phone. - Action **Send call** Places an outbound phone call to a person using your organization's Sophiie virtual assistant. - Action **Send SMS** Sends an SMS (or MMS with media) to a lead, continuing an existing conversation thread or starting a new one. - Action **Update appointment** Updates an existing appointment (job) in Sophiie. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead's contact details, such as name, email, phone, suburb, business name and social links. ## Each app on its own - [ **Stax** Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need...](https://apiant.ai/connections/stax) - [ **Sophiie** Sophiie is a virtual receptionist that automates call handling, captures leads, books jobs, and updates your...](https://apiant.ai/connections/sophiie) Reviews ## What our customers say ## More from Stax - [ **Stax to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stax-to-stripe) - [ **Stax to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/stax-to-trello) - [ **Stax to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/stax-to-zoom) - [ **Stax to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/stax-to-twilio) - [ **Stax to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/stax-to-typeform) - [ **Stax to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/stax-to-webflow) ## More into Sophiie - [ **HubSpot to Sophiie** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sophiie) - [ **Salesforce to Sophiie** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sophiie) - [ **Slack to Sophiie** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sophiie) - [ **Google Sheets to Sophiie** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sophiie) - [ **Gmail to Sophiie** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sophiie) - [ **Google Calendar to Sophiie** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sophiie) Questions ## Stax and Sophiie, answered ### ### What can start an automation from Stax? Any of Stax's 1 trigger in the catalog, including List Payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Sophiie when something happens in Stax? Any of Sophiie's 18 actions, including Send call, Send SMS, Update appointment and Update lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sophiie to Stax? Sophiie has no triggers in the catalog today, so automations start in Stax. If you need the other direction, ask: your agent reads Sophiie's API documentation and adds it. ### ### Do I have to build a connector for Stax or Sophiie? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Stax and Sophiie without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.