Connect Stax and Stonly

Both apps 40Stax 17Stonly 23

• 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 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
  Update Catalog Item

  Updates an existing catalog item's name, code, category, price, stock and other details.

• 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.

• Trigger
  New Group

  Triggers when a new user group is created in your Stonly team.

• Action
  Add Guide Step

  Appends a new step to an existing Stonly guide.

• Action
  Add User to Group

  Adds a Stonly team member to a user group.

• Action
  Create Folder

  Creates a folder in your Stonly knowledge base.

• Action
  Create Group

  Creates a user group in your Stonly team.

• Action
  Create Guide

  Creates a new Stonly guide in a folder, with its first step.

• Action
  Create User

  Creates a member in your Stonly team.

• Action
  Delete Group

  Deletes a Stonly user group.

• Action
  Delete Guide

  Deletes a Stonly guide.

• Action
  Export Guide

  Returns a Stonly guide's steps and their content.

• Action
  Find User by Email

  Finds a Stonly team member by email.

• Action
  Get Group

  Returns a Stonly user group.

• Action
  Get Job Status

  Returns the status of a Stonly background job, such as a guide publish or move.

• Action
  Invite User

  Invites a person to your Stonly team by email.

• Action
  List Folders

  Lists the subfolders of a Stonly folder.

• Action
  List Group Members

  Lists the members of a Stonly user group.

• Action
  List Groups

  Lists the user groups in your Stonly team.

• Action
  List Guides in Folder

  Lists the guides in a Stonly folder.

• Action
  Move Guide

  Moves a Stonly guide into another folder. Returns a job ID to check progress.

• Action
  Publish Guide

  Publishes a Stonly guide. Returns a job ID to check progress.

• Action
  Remove User from Group

  Removes a Stonly team member from a user group.

• Action
  Update Group

  Updates a Stonly user group's name and description.

• Action
  Update User

  Updates a Stonly team member's details, found by email.

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