Microsoft Excel + Stax

Track new Stax payments by adding rows in Microsoft Excel

Enjoy a streamlined financial management process with this dynamic workflow. When a new payment comes through your Stax app, a row will be instantly added in your Microsoft Excel file, ensuring easy and updated record-keeping. This powerful integration gives you a seamless way of tracking payments, enhancing your business's efficiency and accuracy.

When this happens...
New Payment
Triggers when a new payment (transaction) is posted to your account.
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

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
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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
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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
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
- 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
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn more

Related categories

Similar apps

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

Related categories

Payment Processing

Microsoft Excel + Stax

Track new Stax payments by adding rows in Microsoft Excel

New Customer

New Invoice

New Scheduled Invoice

Deleted Catalog Item

List Payment

Updated Dispute

Updated Catalog Item

Updated Payment

Create Invoice

Create Scheduled Invoice

Update Catalog Item

Find Invoices

Find Payment Methods

Find Payments

Find or Create Invoice

Find or Create Scheduled Invoice

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

New Dispute

New Catalog Item

New Payment

Deleted Scheduled Invoice

Updated Customer

Updated Invoice

Updated Scheduled Invoice

Create Customer

Create Item

Make a Payment

Find Customers

Find Items

Find Scheduled Invoices

Find or Create Customer

Find or Create Item

Find or Create Payment

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Stax

Related categories