Microsoft Outlook + Stax

Microsoft Outlook + Stax integrations

Create draft emails in Microsoft Outlook for new payments in Stax

This workflow helps streamline your financial processes. With this set up, each new payment received in Stax will instantly prompt the creation of a draft email in Microsoft Outlook. It’s an ideal solution for those looking to efficiently stay on top of their business finances while saving time and enhancing productivity.

When this happens...
New PaymentTriggers when a new payment (transaction) is posted to your account.
TriggerInstant
automatically do this!
Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
ActionWrite

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More things you can do with Stax and Microsoft Outlook

Discover other triggers and actions you can use with Stax and Microsoft Outlook

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
Try It
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
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List Payment
Lists your Payments.
Trigger
Polling
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
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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 items
  Required
- The grand total to charge for the invoice
  Required
- Due Date
- Number of line items to populate
  Required
- 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 Type
  Required
- Start On
  Required
- Run Interval
  Required
- Schedule this many times
  Required
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Number of line items to populate
  Required
- 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 catalog
  Required
- Item Name
  Required
- Number in Stock
  Required
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- Search by keyword
  Required
Action
Search
- Search by customer
  Required
Action
Search
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
- Customer
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Due Date
- Number of line items to populate
  Required
- 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 keyword
  Required
- Customer
- Schedule Type
  Required
- Start On
  Required
- Run Interval
  Required
- Schedule this many times
  Required
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Number of line items to populate
  Required
- 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
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Distribution list
  Required
- User email
  Required
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
Action
Write
- Shared Mailbox
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder Name
  Required
- Parent Folder
Action
Write
- Shared Mailbox
- Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Flag Action
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Mark as
  Required
Action
Write
- Shared Mailbox
- Categories to Remove
  Required
- Email ID
  Required
Action
Write
- Send From (Shared Mailbox)
- Draft Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Importance
  Required
Action
Write
- Contact Folder
- Contact
  Required
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search Value
  Required
Action
Search
- Group email address or ID
  Required
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search

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 Name
  Required
- Last/Family Name
  Required
- Email Address
  Required
- 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 Name
  Required
- Number in Stock
  Required
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- Total to Charge
  Required
- Payment Method
  Required
- Invoice
- Create Pre-Authorization?
  Required
- First/Given Name
  Required
Action
Write
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
- First/Given Name
  Required
- Last/Family Name
  Required
- Email Address
  Required
- 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 keyword
  Required
- Item Name
  Required
- Number in Stock
  Required
- 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 keyword
  Required
- Total to Charge
  Required
- Payment Method
  Required
- Invoice
- Create Pre-Authorization?
  Required
- First/Given Name
  Required
Action
Search or write
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Mailbox
  Required
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Shared Mailbox
- Destination Folder
  Required
- Email ID
  Required
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Shared Mailbox
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Contact to Delete
  Required
Action
Write
- Event
  Required
Action
Write
- Send From (Shared Mailbox)
- Email ID
  Required
- To Recipients
  Required
- Comment
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Send From (Shared Mailbox)
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email ID
  Required
- Attachment ID
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn moreLearn moreHelpHelp

Related categories

Calendar

Microsoft

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

About Stax

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

Learn moreLearn moreHelpHelp

Related categories

Payment Processing