Connect Stax and Trail

Both apps 29Stax 17Trail 12

• 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
  Task Completed

  Triggers when a task from the chosen Trail task templates is completed at any site.

• Action
  Create Task

  Creates a task at a Trail site from an automated task template, with an optional due window and description.

• Action
  Find Tasks

  Returns the Trail tasks due in a date range for the chosen task templates, with their status and completion details.

• Action
  Get Scores

  Returns Trail task-completion scores for each day, week or month in a date range, optionally filtered by site, area, tag or template.

• Action
  Get Task

  Returns one Trail task by its ID, including its checklist, comments and tags.

• Action
  Get Task Checklists

  Returns the checklist items and their completion status for the given Trail tasks.

• Action
  Get Task Comments

  Returns the comments left on the given Trail tasks.

• Action
  Get Task Record Logs

  Returns the record logs (recorded readings and values) for the given Trail tasks.

• Action
  List Areas

  Returns all areas (groups of sites) in your Trail account.

• Action
  List Sites

  Returns all sites (locations) in your Trail account.

• Action
  List Tags

  Returns all tags in your Trail account.

• Action
  List Task Templates

  Returns all task templates in your Trail account.

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