Connect Stax to Teamdeck

Both apps 38Stax 18Teamdeck 20

• 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 booking

  Creates a new booking (a planned assignment of a resource to a project over a date range) in Teamdeck.

• Action
  Add milestone

  Adds a new milestone to a project in your Teamdeck organization.

• Action
  Add project

  Add a new project.

• Action
  Add resource

  Adds a new basic resource to Teamdeck: a resource listed in the Calendar that has no email access to the app.

• Action
  Add time entry

  Add a new time entry assigned to any resource within your organization.

• Action
  Add vacation

  Add a new vacation to your organization's calendar.

• Action
  Delete booking

  Delete single booking from organization.

• Action
  Delete resource

  Deletes a resource from your Teamdeck organization, along with all of its bookings, time entries and vacations.

• Action
  Delete time entry

  Delete single time entry from organization.

• Action
  Delete vacation

  Delete a vacation (personal time off) from your Teamdeck organization using its ID.

• Action
  Get booking

  Return single booking from organization by id.

• Action
  Get organization info

  Returns your Teamdeck organization's name, work week and settings.

• Action
  Get project

  Returns a single Teamdeck project by its id, including its custom field values.

• Action
  Get resource

  Returns a single Teamdeck resource (team member or basic resource) by its ID, including its custom field values.

• Action
  Get time entry

  Returns a single time entry from your Teamdeck organization by its ID.

• Action
  List projects

  Returns all projects in your Teamdeck organization, optionally filtered by name, archived status or last-updated time.

• Action
  List resources

  Return resources (people/equipment) in organization.

• Action
  Update booking

  Update an existing booking.

• Action
  Update project

  Update a project.

• Action
  Update time entry

  Updates an existing time entry by ID.

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