Connect Stax and Webmecanik Pipeline

Both apps 43Stax 18Webmecanik Pipeline 25

• 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 Company

  Triggers when a new company is added in Webmecanik Pipeline.

• Trigger
  New Contact

  Triggers when a new contact is added in Webmecanik Pipeline.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Webmecanik Pipeline.

• Trigger
  Updated Company

  Triggers when a company is updated in Webmecanik Pipeline.

• Trigger
  Updated Contact

  Triggers when a contact is created or updated in Webmecanik Pipeline.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is created or updated in Webmecanik Pipeline.

• Action
  Create Activity

  Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline.

• Action
  Delete activity

  Deletes an activity from Webmecanik Pipeline.

• Action
  Delete company

  Deletes a company from Webmecanik Pipeline.

• Action
  Delete contact

  Deletes a contact from Webmecanik Pipeline.

• Action
  Delete opportunity

  Deletes an opportunity from Webmecanik Pipeline.

• Action
  Get company

  Returns one company by its slug, including its tags and custom fields.

• Action
  Get contact

  Returns one contact by its slug, including tags, companies, addresses and custom fields.

• Action
  Get opportunity

  Returns one opportunity by its slug, including its pipeline, status, tags and custom fields.

• Action
  List companies

  Returns all companies in your Webmecanik Pipeline account, including their custom fields.

• Action
  List contacts

  Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number.

• Action
  List opportunities

  Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline.

• Action
  List pipelines

  Returns all sales pipelines visible to the connected Webmecanik Pipeline user.

• Action
  List statuses

  Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline.

• Action
  List users

  Returns all users in the Webmecanik Pipeline organization, with their name, email and role.

• Action
  Update activity

  Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity.

• Action
  Update company

  Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact.

• Action
  Update opportunity

  Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply.

• Action
  Update or Create Opportunity

  Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record.

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