Connect Stax and TESS

Both apps 32Stax 17TESS 15

• 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 Memory

  Triggers when a new memory is added in Tess, optionally only in one collection.

• Action
  Create Memory

  Creates a Tess memory, optionally inside a memory collection.

• Action
  Create Memory Collection

  Creates a Tess memory collection.

• Action
  Delete File

  Deletes a file uploaded to Tess.

• Action
  Delete Memory

  Deletes a Tess memory.

• Action
  Execute an Agent

  Sends a message to a Tess agent, waits for it to finish, and returns the generated content.

• Action
  Execute Long Running Agent

  Starts a Tess agent without waiting and returns the execution response ID to fetch the result later.

• Action
  Find Agent Details

  Returns one Tess agent's details, including the input fields it asks for when executed.

• Action
  Find Agent Execution Response

  Returns the status and generated content of one agent execution.

• Action
  Find Agents

  Searches your Tess agents by text or type and returns their details.

• Action
  Get File

  Returns one file uploaded to Tess.

• Action
  List Files

  Lists files uploaded to Tess, newest first by default.

• Action
  List Memories

  Lists Tess memories, optionally only those in one collection.

• Action
  List Memory Collections

  Lists Tess memory collections, optionally filtered by name.

• Action
  Update Memory

  Updates the text or collection of a Tess memory.

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