Connect Stax and Vaunt

Both apps 32Stax 17Vaunt 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 Client

  Triggers when a new client is added in VAUNT.

• Trigger
  New or Updated Property

  Triggers when a property is added or updated in VAUNT.

• Action
  Create Client Communication

  Logs a communication (call, email, meeting, message) with a VAUNT client.

• Action
  Create Lead Message

  Creates a lead message in VAUNT; VAUNT creates or matches a client from its email or phone.

• Action
  Find Clients by Phone

  Returns VAUNT clients whose phone matches the number given.

• Action
  Get Agency

  Returns the connected VAUNT agency's name.

• Action
  Get Client

  Returns one VAUNT client by ID.

• Action
  Get Project

  Returns one real estate project's details.

• Action
  Get Property

  Returns one property's details.

• Action
  List Agents

  Returns the agency's VAUNT agents.

• Action
  List Clients

  Returns a page of VAUNT clients, filtered by search text, stage, agent or dates.

• Action
  List Lead Sources

  Returns the lead source values accepted when creating a lead message.

• Action
  List Projects

  Returns a page of real estate projects.

• Action
  List Properties

  Returns a page of properties, filtered by project, availability, type, rooms or update date.

• Action
  Record Phone Call

  Records a phone call for a VAUNT agent, optionally creating a lead for an unknown number.

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