Stax Integrations

Payment Processing

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Google Sheets

Google, Spreadsheets

Mailchimp

Email Newsletters

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Salesforce

CRM (Customer Relationship Management)

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Slack

Team Chat

QuickBooks Online

Accounting

HubSpot

Marketing Automation

Airtable

Databases

Google Sheets

Google, Spreadsheets

Mailchimp

Email Newsletters

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Developer Tools, Zapier

Salesforce

CRM (Customer Relationship Management)

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Developer Tools, Zapier

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Mailchimp

Email Newsletters

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Developer Tools, Zapier

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Create rows in a Google Sheet for new payments completed in Stax
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Stax + Google Sheets
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When this happens
Step 1: New Payment
Then do this
Step 2: Create Spreadsheet Row
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Create rows in a Google Sheet for new payments completed in Stax
Create rows in a Google Sheet for new payments completed in Stax
Stax + Google Sheets
Send new Stax payment information in Slack
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Stax + Slack
More details
When this happens
Step 1: New Payment
Then do this
Step 2: Send Channel Message
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Send new Stax payment information in Slack
Send new Stax payment information in Slack
Stax + Slack
Add subscribers in Mailchimp for new Stax payments
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Stax + Mailchimp
More details
When this happens
Step 1: New Payment
Then do this
Step 2: Add/Update Subscriber
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Add subscribers in Mailchimp for new Stax payments
Add subscribers in Mailchimp for new Stax payments
Stax + Mailchimp
Update contact records in Salesforce when new payments are processed in Stax
Premium
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Stax + Salesforce
More details
When this happens
Step 1: New Payment
Then do this
Step 2: Update Record
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Update contact records in Salesforce when new payments are processed in Stax
Premium
Update contact records in Salesforce when new payments are processed in Stax
Stax + Salesforce
Create sales invoices in Xero for new Stax payments
Premium
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Stax + Xero
More details
When this happens
Step 1: New Payment
Then do this
Step 2: Create Sales Invoice
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Create sales invoices in Xero for new Stax payments
Premium
Create sales invoices in Xero for new Stax payments
Stax + Xero
Send new Stax payment notifications in Microsoft Teams channel messages
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Stax + Microsoft Teams
More details
When this happens
Step 1: New Payment
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send new Stax payment notifications in Microsoft Teams channel messages
Send new Stax payment notifications in Microsoft Teams channel messages
Stax + Microsoft Teams
Create Salesforce records for new Stax payments
Premium
Try it
Stax + Salesforce
More details
When this happens
Step 1: New Payment
Then do this
Step 2: Create Record
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Create Salesforce records for new Stax payments
Premium
Create Salesforce records for new Stax payments
Stax + Salesforce
Create or update FreshBooks New contacts when new payments are received in Stax
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Stax + FreshBooks
More details
When this happens
Step 1: New Payment
Then do this
Step 2: Create or Update Client
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Create or update FreshBooks New contacts when new payments are received in Stax
Create or update FreshBooks New contacts when new payments are received in Stax
Stax + FreshBooks

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
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Deleted Catalog Item
Triggers when a catalog item has been deleted.
Trigger
Instant
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List Payment
Lists your Payments.
Trigger
Scheduled
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Updated Dispute
Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
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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
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- Customer
- Internal Memo
  The memo is not visible to the customer
- Reference
  Typically used as an invoice number, or something visible to the customer.
- The amount of tax to collect
- The subtotal of all line itemsRequired
  Leave at 0, and we'll calculate the subtotal based upon the line items
- The grand total to charge for the invoiceRequired
  Leave at 0, and we'll calculate the total based upon the line items + tax
- Due Date
  This invoice will be marked as due as of this date
- Number of line items to populateRequired
  Set to 0 for no line items
- 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
  This value indicates that this will run every 'INTERVAL' times, so if you indicate that you want this to run weekly and set it to '2' then it will run every two weeks
- Schedule this many timesRequired
- Internal Memo
  The memo is not visible to the customer
- Reference
  Typically used as an invoice number, or something visible to the customer.
- The amount of tax to collect
- The subtotal of all line itemsRequired
  Leave at 0, and we'll calculate the subtotal based upon the line items
- The grand total to charge for the invoiceRequired
  Leave at 0, and we'll calculate the total based upon the line items + tax
- Number of line items to populateRequired
  Set to 0 for no line items
- 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
  Do not include currency ($) notations
- Category
- Item Details
  The item description
- Is Active?
- Is Taxable?
  If this is true, then this item will be subject to taxation if you opt to make an invoice taxable.
- Is Discount?
  If this is true, then this item will be treated as a negative price -- leave the actual price as greater than 0. If you wish to make this a percentage, then also set this item to be a percentage.
- Is Percentage?
  If this is true, then this item's base price will be interpreted as a percentage value. For example, enter 10 for a 10% service fee or enter 5 and also set this item to Is Discount to treat it as a 5% discount.
- Is Subscription?
  If this is true, then this item will be flagged as a subscription.
- Is Service?
  If this is true, then this item will be flagged as a service.
Action
Write
- Search by keywordRequired
  Searches name, company, notes
Action
Search
- Search by customerRequired
Action
Search
- Search by keywordRequired
  Searches name, company, notes
Action
Search
- Search by keywordRequired
  Searches name, company, notes
- Customer
- Internal Memo
  The memo is not visible to the customer
- Reference
  Typically used as an invoice number, or something visible to the customer.
- The amount of tax to collect
- The subtotal of all line itemsRequired
  Leave at 0, and we'll calculate the subtotal based upon the line items
- The grand total to charge for the invoiceRequired
  Leave at 0, and we'll calculate the total based upon the line items + tax
- Due Date
  This invoice will be marked as due as of this date
- Number of line items to populateRequired
  Set to 0 for no line items
- 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
  Searches name, company, notes
- Customer
- Schedule TypeRequired
- Start OnRequired
- Run IntervalRequired
  This value indicates that this will run every 'INTERVAL' times, so if you indicate that you want this to run weekly and set it to '2' then it will run every two weeks
- Schedule this many timesRequired
- Internal Memo
  The memo is not visible to the customer
- Reference
  Typically used as an invoice number, or something visible to the customer.
- The amount of tax to collect
- The subtotal of all line itemsRequired
  Leave at 0, and we'll calculate the subtotal based upon the line items
- The grand total to charge for the invoiceRequired
  Leave at 0, and we'll calculate the total based upon the line items + tax
- Number of line items to populateRequired
  Set to 0 for no line items
- 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 NameRequired
- Last/Family NameRequired
- Email AddressRequired
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
  Enter phone number without any spaces, dashes, or parenthesis
- SMS Number
  This number will receive SMS invoices. Enter phone number without any spaces, dashes, or parenthesis
- 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
  Do not include currency ($) notations
- Category
- Item Details
  The item description
- Is Active?
- Is Taxable?
  If this is true, then this item will be subject to taxation if you opt to make an invoice taxable.
- Is Discount?
  If this is true, then this item will be treated as a negative price -- leave the actual price as greater than 0. If you wish to make this a percentage, then also set this item to be a percentage.
- Is Percentage?
  If this is true, then this item's base price will be interpreted as a percentage value. For example, enter 10 for a 10% service fee or enter 5 and also set this item to Is Discount to treat it as a 5% discount.
- Is Subscription?
  If this is true, then this item will be flagged as a subscription.
- Is Service?
  If this is true, then this item will be flagged as a service.
Action
Write
- Total to ChargeRequired
- Payment MethodRequired
- Invoice
- Create Pre-Authorization?Required
- First/Given NameRequired
Action
Write
- Search by keywordRequired
  Searches name, company, notes
Action
Search
- Search by keywordRequired
  Searches name, description
Action
Search
- Search by keywordRequired
  Searches name, company, notes
Action
Search
- Search by keywordRequired
  Searches name, company, notes
- First/Given NameRequired
- Last/Family NameRequired
- Email AddressRequired
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
  Enter phone number without any spaces, dashes, or parenthesis
- SMS Number
  This number will receive SMS invoices. Enter phone number without any spaces, dashes, or parenthesis
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
Action
Search or write
- Search by keywordRequired
  Searches name, description
- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
  Do not include currency ($) notations
- Category
- Item Details
  The item description
- Is Active?
- Is Taxable?
  If this is true, then this item will be subject to taxation if you opt to make an invoice taxable.
- Is Discount?
  If this is true, then this item will be treated as a negative price -- leave the actual price as greater than 0. If you wish to make this a percentage, then also set this item to be a percentage.
- Is Percentage?
  If this is true, then this item's base price will be interpreted as a percentage value. For example, enter 10 for a 10% service fee or enter 5 and also set this item to Is Discount to treat it as a 5% discount.
- Is Subscription?
  If this is true, then this item will be flagged as a subscription.
- Is Service?
  If this is true, then this item will be flagged as a service.
Action
Search or write
- Search by keywordRequired
  Searches name, company, notes
- Total to ChargeRequired
- Payment MethodRequired
- Invoice
- Create Pre-Authorization?Required
- First/Given NameRequired
Action
Search or write

About Stax

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

Related categories

Payment Processing

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Popular Stax Integrations