Connect Stax and Wingmate

Both apps 41Stax 17Wingmate 24

• 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
  Action Created

  Triggers when a new action request is created on a lead.

• Trigger
  Attachment Created

  Triggers when a new attachment is added to a lead.

• Trigger
  Comment Created

  Triggers when a new comment is posted on a lead.

• Trigger
  Contact Created

  Triggers when a new contact is added in Wingmate.

• Trigger
  Contact Updated

  Triggers when a Wingmate contact is added or changed.

• Trigger
  Lead Created

  Triggers when a new lead is added to your Wingmate pipeline.

• Trigger
  Lead Link Created

  Triggers when a lead is linked to another lead.

• Trigger
  Lead Updated

  Triggers when a lead in your Wingmate pipeline is added or changed.

• Trigger
  Ownership Created

  Triggers when a new owner is added to a lead.

• Trigger
  Purchase Created

  Triggers when a new purchase is recorded on a lead.

• Trigger
  Reminder Created

  Triggers when a new reminder is created on a lead.

• Trigger
  Status Update Created

  Triggers when a lead's status changes (new status update).

• Action
  Create a Comment

  Adds a comment to an existing lead.

• Action
  Create a Contact

  Creates a contact on an existing lead.

• Action
  Create a Lead

  Creates a new lead in a Wingmate campaign (pipeline).

• Action
  Create an Action

  Creates an action request on an existing lead, assigned to a user.

• Action
  Create a Reminder

  Creates a reminder on an existing lead.

• Action
  Create a Reward

  Creates a reward (user transaction) for a user on an existing lead.

• Action
  Lookup a Lead's Contacts

  Returns the contacts on a lead.

• Action
  Update a Comment

  Updates the text of an existing comment.

• Action
  Update a Contact

  Updates an existing contact.

• Action
  Update a Lead

  Updates an existing lead.

• Action
  Update an Action

  Updates an existing action request.

• Action
  Update a Reminder

  Updates an existing reminder.

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