Connect Stax and Vitally

Both apps 45Stax 18Vitally 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
  Customer Created

  Triggers when a new account (customer) is created in Vitally.

• Trigger
  Custom Object Instance Created

  Triggers when a new instance of a custom object is created.

• Trigger
  Custom Object Instance Updated

  Triggers when an instance of a custom object is created or updated.

• Trigger
  Note Created

  Triggers when a new note is created in Vitally.

• Trigger
  NPS Response Created

  Triggers when a new NPS response is recorded in Vitally.

• Trigger
  Organization Created

  Triggers when a new organization is created in Vitally.

• Trigger
  Project Created

  Triggers when a new project is created in Vitally.

• Trigger
  Task Created

  Triggers when a new task is created in Vitally.

• Action
  Create Account

  Creates an account (customer) in Vitally, identified by your own external ID.

• Action
  Create Note

  Creates a note on an account or organization in Vitally.

• Action
  Create NPS Response

  Records an NPS survey response from a user in Vitally.

• Action
  Create Organization

  Creates an organization in Vitally, identified by your own external ID.

• Action
  Create Project From Template

  Creates a project for an account or organization from a project template.

• Action
  Create Task

  Creates a task on an account or organization in Vitally.

• Action
  Find a Customer

  Returns a account by its Vitally ID or external ID.

• Action
  Find a Custom Object Instance

  Finds a custom object instance by ID, external ID, linked account or a custom field value.

• Action
  Find a Note

  Returns a note by its Vitally ID or external ID.

• Action
  Find a Organization

  Returns a organization by its Vitally ID or external ID.

• Action
  Find a Task

  Returns a task by its Vitally ID or external ID.

• Action
  Find a Teammate

  Finds a Vitally team member by email address.

• Action
  Find a User

  Finds a user by email address, external ID or email domain.

• Action
  Get Account Health Scores

  Returns an account's health score and its breakdown.

• Action
  Update Customer Traits

  Updates the name or traits of a account in Vitally; traits are merged with existing ones.

• Action
  Update Organization Traits

  Updates the name or traits of a organization in Vitally; traits are merged with existing ones.

• Action
  Update Project Status

  Changes a project's status in Vitally.

• Action
  Update Task

  Updates a task in Vitally, for example to reassign or complete it.

• Action
  Update User Traits

  Updates the name or traits of a user in Vitally; traits are merged with existing ones.

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