Connect Stax and Twilio

Both apps 33Stax 18Twilio 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 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
  New Call

  Polls for voice calls on your Twilio account.

• Trigger
  New Incoming Call

  Fires instantly when the selected Twilio phone number receives a call.

• Trigger
  New Message Received

  Polls for inbound SMS/MMS messages received by your Twilio account.

• Trigger
  New SMS received

  Fires instantly when the selected Twilio phone number receives an SMS/MMS. Activating the automation points the number's incoming-message webhook at this automation; deactivating clears it.

• Action
  Delete Message

  Deletes a message from your Twilio account's message logs.

• Action
  Find available phone numbers by criteria

  Returns up to 50 phone numbers available to buy in a country that match the specified criteria (area code, pattern, capabilities, location).

• Action
  Get Call

  Retrieves details of a single voice call by its Call SID.

• Action
  Get Message

  Retrieves a single SMS/MMS message by its Message SID.

• Action
  List Calls

  Lists voice calls on the account, optionally filtered by To, From, or status.

• Action
  List Messages

  Lists SMS/MMS messages on the account, optionally filtered by To, From, or date sent.

• Action
  List Phone Numbers

  Lists the Twilio phone numbers (incoming phone numbers) owned by your account.

• Action
  Lookup Phone Number

  Looks up details (carrier, line type, caller name) for a phone number via the Twilio Lookup v2 API.

• Action
  Schedule Message

  Schedules an SMS or MMS message to be sent later through one of your Messaging Services. A scheduled message can be canceled with Update Message until it is sent.

• Action
  Update Message

  Updates a Twilio Message: replaces or redacts its text, or cancels a scheduled message that has not been sent yet.

• Action
  Update Phone Number

  Update settings (voice/SMS URLs, friendly name) of an owned incoming phone number.

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