Connect Stax and timelink

Both apps 45Stax 18timelink 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 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.

• Trigger
  Deleted Time Entry

  Triggers when a time entry is deleted.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a new client in timelink.

• Action
  Create Project

  Creates a new project in timelink, optionally assigned to a client.

• Action
  Create Service

  Creates a new service (a type of work you track time against) in timelink.

• Action
  Create Time Entry

  Creates a time entry for a user in timelink, optionally linked to a client, project and service.

• Action
  Delete client

  Deletes a client in timelink.

• Action
  Delete project

  Deletes a project in timelink.

• Action
  Delete service

  Deletes a service in timelink.

• Action
  Delete time entry

  Deletes a time entry from timelink.

• Action
  Find Client

  Finds clients whose details match the search text, optionally filtered by active status or ids.

• Action
  Find Project

  Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects.

• Action
  Find Service

  Searches your timelink services by text, for example part of the service name, and returns the matching services.

• Action
  Find Time Entry

  Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries.

• Action
  Get client

  Returns a single client by its ID.

• Action
  Get project

  Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags.

• Action
  Get service

  Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status.

• Action
  Get time entry

  Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times.

• Action
  Get user

  Returns a single timelink user by ID, including name, email, active status, timezone and language.

• Action
  List clients

  Returns the clients in your timelink account, optionally filtered by search text or active status.

• Action
  List services

  Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids.

• Action
  List users

  Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids.

• Action
  Update Client

  Updates an existing client in timelink. Only the fields you fill in are changed.

• Action
  Update Project

  Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed.

• Action
  Update Service

  Updates an existing service in timelink, such as its name, color, billable or active status.

• Action
  Update Time Entry

  Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service.

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