Connect Stax and Tidely

Both apps 44Stax 17Tidely 27

• 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 Bank Account Transaction

  Triggers when a new transaction is added to a bank account.

• Trigger
  New Invoice

  Triggers when a new sales or purchase invoice is added.

• Action
  Create Category

  Creates an income or expense category.

• Action
  Delete Bank Account

  Deletes a bank account.

• Action
  Delete Bank Account Transaction

  Deletes a bank account transaction.

• Action
  Delete Category

  Deletes a category.

• Action
  Delete Invoice

  Deletes an invoice.

• Action
  Delete Plans

  Deletes all plan values of a category in a scenario.

• Action
  Get Bank Account

  Returns one bank account.

• Action
  Get Bank Account Transaction

  Returns one bank account transaction.

• Action
  Get Cashflow

  Returns the cashflow per period for a scenario and date range.

• Action
  Get Category

  Returns one category.

• Action
  Get Company

  Returns one company.

• Action
  Get Invoice

  Returns one invoice.

• Action
  Get Scenario

  Returns one planning scenario.

• Action
  Import Invoice

  Creates an invoice in Tidely.

• Action
  Import Plan

  Creates a plan value in Tidely.

• Action
  List Bank Account Balances

  Returns the daily balances of a bank account.

• Action
  List Bank Accounts

  Returns the company's bank accounts.

• Action
  List Bank Account Transactions

  Returns the transactions of a bank account.

• Action
  List Categories

  Returns the income and expense categories.

• Action
  List Companies

  Returns the companies the API key can access.

• Action
  List Scenarios

  Returns the company's planning scenarios.

• Action
  Update Bank Account

  Updates a bank account.

• Action
  Update Bank Account Transaction

  Updates a bank account transaction.

• Action
  Update Category

  Renames a category or changes its type.

• Action
  Update Invoice

  Updates an invoice's fields.

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