Manage new Stax payments by making payments in Stax
Streamline your payment process within the Stax app using this automation. Whenever a new payment comes in, this workflow instantly initiates a corresponding payment action within Stax, saving you time and reducing the chance for errors. This easy-to-set-up process brings efficiency to your financial transactions and allows you to focus on core business activities.
Streamline your payment process within the Stax app using this automation. Whenever a new payment comes in, this workflow instantly initiates a corresponding payment action within Stax, saving you time and reducing the chance for errors. This easy-to-set-up process brings efficiency to your financial transactions and allows you to focus on core business activities.
- When this happens...
New PaymentTriggers when a new payment (transaction) is posted to your account.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Make a Payment
Charges an existing card
ActionWriteCreate a new record or update an existing record in your app.
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New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Scheduled Invoice
Triggers when a new scheduled invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Catalog Item
Triggers when a catalog item has been deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Payment
Lists your Payments.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Dispute
Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Catalog Item
Triggers when an existing catalog item has been updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by customerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Dispute
Triggers when a new dispute is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Catalog Item
Triggers when a new catalog item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment (transaction) is posted to your account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Scheduled Invoice
Triggers when a scheduled invoice has been deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when a an existing customer is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when a new invoice is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item NameRequired
Number in StockRequired
Item Code
Base Price
Category
Item Details
Is Active?
Is Taxable?
Is Discount?
Is Percentage?
Is Subscription?
Is Service?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Total to ChargeRequired
Payment MethodRequired
Invoice
Create Pre-Authorization?Required
First/Given NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch 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?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch by keywordRequired
Total to ChargeRequired
Payment MethodRequired
Invoice
Create Pre-Authorization?Required
First/Given NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Stax
Related categories
Related Zap Templates
- 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
- Create deals in Freshsales Suite for new invoices in Stax
- Send channel messages in Discord for new Stax payments
- Track new Stax disputes by creating records in Zapier Tables
- Create new LeadConnector opportunities from new Stax payments
- "create new Stax customers when pipeline stages change in LeadConnector"
- Send emails in Gmail for new customers in Stax
- Send sms notifications for new payments in Stax using SMS by Zapier
- Track new Stax payments by adding rows in Microsoft Excel
- Update Google Sheets rows with new customers from Stax
- Send emails in Gmail for new payments in Stax
- Create sales receipts in QuickBooks Online for new payments in Stax
- Send emails in Gmail when customers are updated in Stax
- Add new Stax payments to Mailchimp as tagged subscribers
- Create new customers in Stax from new clients in Jobber
- Create new Stax customers from new Mailchimp subscribers
- Send outbound emails in Email by Zapier for new payments in Stax
- Create new Stax customers from new Acuity Scheduling appointments
- Create new Hyros orders from new Stax payments
- Create updates in monday.com for every new payment in Stax
- Create new Stax customers from newly created Jobber clients
- Send sms in Twilio for new payments in Stax
- Send text messages in TextP2P for new payments in Stax
- Create new Xero sales invoices for every new invoice in Stax
- Create new QuickBooks Online customers for each newly added Stax customer
- Create new QuickBooks Online payments when new payments occur in Stax
- Create or update LeadConnector contacts for new Stax payments
- Create invoices in Keap for new payments in Stax
- Create invoices in Stax from new sales invoices in Zoho Books
- Create invoices in Stax for new filled out forms in Lawmatics
- Send private Slack messages whenever new Stax disputes arise
Related Zap Templates
- Create rows in a Google Sheet for new payments completed in Stax
- Add subscribers in Mailchimp for new Stax payments
- Send new Stax payment notifications in Microsoft Teams channel messages
- Add notes to contacts in Keap Max Classic for new Stax payments
- Create deals in Freshsales Suite for new invoices in Stax
- Create new LeadConnector opportunities from new Stax payments
- Send sms notifications for new payments in Stax using SMS by Zapier
- Send emails in Gmail for new payments in Stax
- Add new Stax payments to Mailchimp as tagged subscribers
- Send outbound emails in Email by Zapier for new payments in Stax
- Create updates in monday.com for every new payment in Stax
- Send text messages in TextP2P for new payments in Stax
- Create new QuickBooks Online payments when new payments occur in Stax
- Create invoices in Stax from new sales invoices in Zoho Books
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- Send a direct messages in Slack when new Stax payments are received
- Update contact records in Salesforce when new payments are processed in Stax
- Create Salesforce records for new Stax payments
- Create contacts in eEndorsements from new payments in FattMerchant
- Send channel messages in Discord for new Stax payments
- "create new Stax customers when pipeline stages change in LeadConnector"
- Track new Stax payments by adding rows in Microsoft Excel
- Create sales receipts in QuickBooks Online for new payments in Stax
- Create new customers in Stax from new clients in Jobber
- Create new Stax customers from new Acuity Scheduling appointments
- Create new Stax customers from newly created Jobber clients
- Create new Xero sales invoices for every new invoice in Stax
- Create or update LeadConnector contacts for new Stax payments
- Create invoices in Stax for new filled out forms in Lawmatics
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- Send new Stax payment information in Slack
- Create sales invoices in Xero for new Stax payments
- Create or update FreshBooks New contacts when new payments are received in Stax
- Create and update LeadConnector opportunities for new Stax payments
- Track new Stax disputes by creating records in Zapier Tables
- Send emails in Gmail for new customers in Stax
- Update Google Sheets rows with new customers from Stax
- Send emails in Gmail when customers are updated in Stax
- Create new Stax customers from new Mailchimp subscribers
- Create new Hyros orders from new Stax payments
- Send sms in Twilio for new payments in Stax
- Create new QuickBooks Online customers for each newly added Stax customer
- Create invoices in Keap for new payments in Stax
- Send private Slack messages whenever new Stax disputes arise