Keap + Stax
Create invoices in Keap for new payments in Stax
When a new payment is initiated in Stax, save time and swiftly generate an invoice with this Keap automation. This workflow enables a seamless transition between processing payments and creating corresponding invoices, ensuring your bookkeeping remains organized and current. Better manage your financial activity without the need for manual data entry.
When a new payment is initiated in Stax, save time and swiftly generate an invoice with this Keap automation. This workflow enables a seamless transition between processing payments and creating corresponding invoices, ensuring your bookkeeping remains organized and current. Better manage your financial activity without the need for manual data entry.
- When this happens...
New PaymentTriggers when a new payment (transaction) is posted to your account.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create InvoiceCreates an invoice with line items.
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 Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAppointment Trigger Requirement
Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product NameRequired
Active
Product Description
Product Price
Product Short Description
SKU
Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Lead Affiliate Id
Order DateRequired
Product IdRequired
Product QuantityRequired
Price Override
Order TitleRequired
Order TypeRequired
Promo Codes
Sales Affiliate Id
Company
Country Code (e.g., USA)
First Name
Is Invoice to Company
Last Name
Address Line 1
Address Line 2
Locality
Middle Name
Phone
Region (e.g., US-CA)
Zip Code
Zip Four
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Due DateRequired
TitleRequired
User Id
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
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 foundNew Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity events this trigger will listen to:Required
RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag events this trigger will listen to:Required
Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Tag Sync Interval
Tag
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a new refund is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOpportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
BodyRequired
Title
Type
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Product
Product QuanityRequired
Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ContactsRequired
SubjectRequired
HTML Content
Plain Text Content
Email Address Field
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Email Address
Website
Notes
Opt-In
Address Country Code
Address Street (Line 1)
Address Street (Line 2)
Address City
Address State
Address Zip Code
Address Zip Four
Phone Number
Phone Extension
Phone Type
Phone Number
Phone Extension
Phone Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
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
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