Stax Integrations

Name: Zapier
Availability: InStock

Put Stax to work with AI and enterprise-grade automation

Automate smarter with Stax and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

QuickBooks Online

Accounting

Calendly

Scheduling & Booking

Google Ads

Ads & Conversion, Google

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

Mailchimp

Marketing Automation

Xero

Accounting

Notion

Task Management

QuickBooks Online

Accounting

Calendly

Scheduling & Booking

Google Ads

Ads & Conversion, Google

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

QuickBooks Online

Accounting

Calendly

Scheduling & Booking

Google Ads

Ads & Conversion, Google

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

Mailchimp

Marketing Automation

Xero

Accounting

Notion

Task Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create rows in a Google Sheet for new payments completed in Stax
Details
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Stax + Google Sheets
Send a direct messages in Slack when new Stax payments are received
Details
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Stax + Slack
Send new Stax payment information in Slack
Details
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Stax + Slack
Add subscribers in Mailchimp for new Stax payments
Details
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Stax + Mailchimp
Update contact records in Salesforce when new payments are processed in Stax
Premium
Details
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Stax + Salesforce
Create sales invoices in Xero for new Stax payments
Premium
Details
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Stax + Xero

Create rows in a Google Sheet for new payments completed in Stax

Details

Try it

Stax + Google Sheets

Send a direct messages in Slack when new Stax payments are received

Details

Try it

Stax + Slack

Send new Stax payment information in Slack

Details

Try it

Stax + Slack

Add subscribers in Mailchimp for new Stax payments

Details

Try it

Stax + Mailchimp

Update contact records in Salesforce when new payments are processed in Stax

Details

Try it

Stax + Salesforce

Create sales invoices in Xero for new Stax payments

Details

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Stax + Xero

Send new Stax payment notifications in Microsoft Teams channel messages

Details

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Stax + Microsoft Teams

Create Salesforce records for new Stax payments

Details

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Stax + Salesforce

Create or update FreshBooks New contacts when new payments are received in Stax

Details

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Stax + FreshBooks

Add notes to contacts in Keap Max Classic for new Stax payments

Details

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Stax + Keap Max Classic

Create contacts in eEndorsements from new payments in FattMerchant

Details

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Stax + eEndorsements

Create and update LeadConnector opportunities for new Stax payments

Details

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Stax + LeadConnector

Send new Stax payment notifications in Microsoft Teams channel messages
Details
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Stax + Microsoft Teams
Create Salesforce records for new Stax payments
Premium
Details
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Stax + Salesforce
Create or update FreshBooks New contacts when new payments are received in Stax
Details
Try it
Stax + FreshBooks
Add notes to contacts in Keap Max Classic for new Stax payments
Premium
Details
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Stax + Keap Max Classic
Create contacts in eEndorsements from new payments in FattMerchant
Details
Try it
Stax + eEndorsements
Create and update LeadConnector opportunities for new Stax payments
Details
Try it
Stax + LeadConnector

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
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
Try It
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
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 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

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

For builders

Let your AI safely access Stax

Go beyond Zap workflows. Install Zapier in your AI to call Stax actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Stax from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Customer
Create Invoice

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Stax actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Stax connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "stax", owner: "me" });

await zapier.runAction({
  app: 'stax',
  action: 'customerCreate',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Stax Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Stax Integrations

Put Stax to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create rows in a Google Sheet for new payments completed in Stax

Send a direct messages in Slack when new Stax payments are received

Send new Stax payment information in Slack

Add subscribers in Mailchimp for new Stax payments

Update contact records in Salesforce when new payments are processed in Stax

Create sales invoices in Xero for new Stax payments

Create rows in a Google Sheet for new payments completed in Stax

Send a direct messages in Slack when new Stax payments are received

Send new Stax payment information in Slack

Add subscribers in Mailchimp for new Stax payments

Update contact records in Salesforce when new payments are processed in Stax

Create sales invoices in Xero for new Stax payments

Send new Stax payment notifications in Microsoft Teams channel messages

Create Salesforce records for new Stax payments

Create or update FreshBooks New contacts when new payments are received in Stax

Add notes to contacts in Keap Max Classic for new Stax payments

Create contacts in eEndorsements from new payments in FattMerchant

Create and update LeadConnector opportunities for new Stax payments

Send new Stax payment notifications in Microsoft Teams channel messages

Create Salesforce records for new Stax payments

Create or update FreshBooks New contacts when new payments are received in Stax

Add notes to contacts in Keap Max Classic for new Stax payments

Create contacts in eEndorsements from new payments in FattMerchant

Create and update LeadConnector opportunities for new Stax payments

Let your AI safely access Stax

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Stax Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Stax Integrations

Popular Stax Integrations

Connect Your App Accounts to Zapier