monday.com + Stax

Create updates in monday.com for every new payment in Stax

Stay on top of your finances with this effective Stax to monday.com workflow. Whenever a new payment crops up in Stax, the workflow will create or update an item in monday.com, keeping your books organized and accurate. It's a seamless process that turns Stax's payment information into actionable tasks in monday.com, effectively solving the problem of manual data entry, and allowing you to focus more on your business.

When this happens...
New Payment
Triggers when a new payment (transaction) is posted to your account.
TriggerInstant
automatically do this!
Create Update
Create a new update.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

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 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
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Group Names to trigger on
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

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
- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn more

Related categories

Project Management

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

monday.com + Stax

Create updates in monday.com for every new payment in Stax

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

Any Column Value Changed in Board

Item Moved to Group (Same or Different Board)

New Subitem on Board

Specific Column Value Changed in Board

New Update in Board

Archive Board

Archive Item

Update Item

Create Column

Create Item

Create Update

Delete Item

Update Subitem

API Request (Beta)

Find User by Name

Get Column Values

Get Group Details

Get User Details

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 Item in Board

New Board

Specific Columns Values Changed in Board

Specific Subitem Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Upload File to Specific Column

Get Items by Column Value

Get Board Values

Get File Column Values

Get Subitem Values

About monday.com

Related categories

Similar apps

Trello

Asana

Insightly

About Stax

Related categories