Connect Stax to Vincere

Both apps 41Stax 19Vincere 22

• 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 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.

• Action
  Add meeting

  Creates a meeting activity in Vincere, linked to candidates, contacts, companies or jobs.

• Action
  Add note

  Adds a new note to a candidate in Vincere.

• Action
  Add task

  Creates a task in Vincere, optionally linked to candidates, contacts, companies, jobs or deals, and returns the new task's id.

• Action
  Create a New Contact in Vincere

  Creates a contact at a company in Vincere and returns the new contact's ID.

• Action
  Create Candidate

  Creates a candidate in Vincere and returns the new candidate's ID.

• Action
  Create Company

  Creates a company in Vincere and returns the new company's ID.

• Action
  Create Job

  Creates a job for a client contact in Vincere and returns the new job's ID.

• Action
  Create Job Application

  Adds a candidate to a job in Vincere at the stage you choose and returns the application's ID.

• Action
  Find candidates by criteria

  Searches Vincere candidates using search criteria and returns the matching candidates (up to 100).

• Action
  Find companies by criteria

  Searches Vincere companies matching a search query and returns the matching companies with the fields you choose.

• Action
  Find contacts by criteria

  Searches Vincere contacts matching the given criteria and returns up to 100 matches.

• Action
  Find job applications by criteria

  Finds a job's applications that are currently in the stages you choose, such as Shortlisted or Placed.

• Action
  Find jobs by criteria

  Searches Vincere jobs using search criteria and returns the matching jobs (up to 100).

• Action
  Get Candidate

  Returns a Vincere candidate's details by its ID.

• Action
  Get Company

  Returns a Vincere company's details by its ID.

• Action
  Get Contact

  Returns a Vincere contact's details by its ID.

• Action
  Get Job

  Returns a Vincere job's details by its ID.

• Action
  Get job application

  Returns a job application, the record linking a candidate to a job, including its stage and status.

• Action
  Get placement

  Returns the details of a Vincere placement by its ID.

• Action
  Update Candidate

  Updates the fields you supply on an existing Vincere candidate.

• Action
  Update Contact

  Updates the fields you supply on an existing Vincere contact.

• Action
  Update GDPR Details

  Updates a Vincere candidate's GDPR consent-to-keep details.

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