LeadConnector + Stax

Create and update LeadConnector opportunities for new Stax payments

Effortlessly keep your sales pipeline up-to-date with this seamless workflow between Stax and LeadConnector. Whenever a new payment is received in Stax, an opportunity will be added or updated in LeadConnector, ensuring your CRM reflects the latest transaction and helps you stay organized. Eliminate manual data entry and focus on growing your business by automating this crucial process.

When this happens...
New Payment
Triggers when a new payment (transaction) is posted to your account.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Scheduled Invoice
Triggers when a new scheduled invoice is created.
Trigger
Instant
Try It
Deleted Catalog Item
Triggers when a catalog item has been deleted.
Trigger
Instant
Try It
List Payment
Lists your Payments.
Trigger
Scheduled
Try It

Updated Dispute
Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
Updated Catalog Item
Triggers when an existing catalog item has been updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It

Updated Payment
Triggers when a payment (transaction) is updated. Example, a payment is linked to a new customer. Note that a refund is considered a new transaction.
Trigger
Instant
Try It
- Customer
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Due Date
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Write
- Customer
- Schedule TypeRequired
- Start OnRequired
- Run IntervalRequired
- Schedule this many timesRequired
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Write
- The Item's unique identifier in the catalogRequired
- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- Search by keywordRequired
Action
Search
- Search by customerRequired
Action
Search
- Search by keywordRequired
Action
Search
- Search by keywordRequired
- Customer
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Due Date
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Search or write
- Search by keywordRequired
- Customer
- Schedule TypeRequired
- Start OnRequired
- Run IntervalRequired
- Schedule this many timesRequired
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Search or write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Dispute
Triggers when a new dispute is created.
Trigger
Instant
Try It
New Catalog Item
Triggers when a new catalog item is created.
Trigger
Instant
Try It
New Payment
Triggers when a new payment (transaction) is posted to your account.
Trigger
Instant
Try It
Deleted Scheduled Invoice
Triggers when a scheduled invoice has been deleted.
Trigger
Instant
Try It
Updated Customer
Triggers when a an existing customer is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when a new invoice is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
Updated Scheduled Invoice
Triggers when an existing scheduled invoice is updated. Examples: occurence dates changed, amount changes. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
- First/Given NameRequired
- Last/Family NameRequired
- Email AddressRequired
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
Action
Write
- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- Total to ChargeRequired
- Payment MethodRequired
- Invoice
- Create Pre-Authorization?Required
- First/Given NameRequired
Action
Write
- Search by keywordRequired
Action
Search
- Search by keywordRequired
Action
Search
- Search by keywordRequired
Action
Search
- Search by keywordRequired
- First/Given NameRequired
- Last/Family NameRequired
- Email AddressRequired
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
Action
Search or write
- Search by keywordRequired
- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Search or write
- Search by keywordRequired
- Total to ChargeRequired
- Payment MethodRequired
- Invoice
- Create Pre-Authorization?Required
- First/Given NameRequired
Action
Search or write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Stax

Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.

Learn more Help

Related categories

Payment Processing

PRODUCTS

CAPABILITIES

By team

LeadConnector + Stax

Create and update LeadConnector opportunities for new Stax payments

New Customer

New Invoice

New Scheduled Invoice

Deleted Catalog Item

List Payment

Updated Dispute

Updated Catalog Item

Updated Payment

Create Invoice

Customer

Internal Memo

Reference

The amount of tax to collect

The grand total to charge for the invoiceRequired

Due Date

Number of line items to populateRequired

Line items will be populated by:

Send this now to the customer's email?

Optionally set a different date for this invoice, defaults to right now

Create Scheduled Invoice

Customer

Schedule TypeRequired

Start OnRequired

Run IntervalRequired

Schedule this many timesRequired

Internal Memo

Reference

The amount of tax to collect

The subtotal of all line itemsRequired

The grand total to charge for the invoiceRequired

Number of line items to populateRequired

Line items will be populated by:

Send this now to the customer's email?

Optionally set a different date for this invoice, defaults to right now

Update Catalog Item

The Item's unique identifier in the catalogRequired

Item NameRequired

Number in StockRequired

Item Code

Base Price

Category

Item Details

Is Active?

Is Taxable?

Is Discount?

Is Percentage?

Is Subscription?

Is Service?

Find Invoices

Search by keywordRequired

Find Payment Methods

Search by customerRequired

Find Payments

Search by keywordRequired

Find or Create Invoice

Search by keywordRequired

Customer

Internal Memo

Reference

The amount of tax to collect

The subtotal of all line itemsRequired

The grand total to charge for the invoiceRequired

Due Date

Number of line items to populateRequired

Line items will be populated by:

Send this now to the customer's email?

Optionally set a different date for this invoice, defaults to right now

Find or Create Scheduled Invoice

Search by keywordRequired

Customer

Schedule TypeRequired

Start OnRequired

Run IntervalRequired

Schedule this many timesRequired

Internal Memo