Connect Nutshell and Stax

Both apps 36Nutshell 18Stax 18

• Trigger
  Activity Logged

  Triggers when an Activity is logged.

• Trigger
  Lead Won

  Triggers when a lead is won.

• Trigger
  New Activity

  Triggers when new Activity is created.

• Trigger
  New Company

  Triggers when new Company is created.

• Trigger
  New Lead

  Triggers when a new Lead is created.

• Trigger
  New Person

  Triggers when new Person is created.

• Action
  Create Company

  Creates a new Company.

• Action
  Create Lead

  Creates a new Lead.

• Action
  Create Person

  Creates a new Person.

• Action
  Find Company

  Finds an existing company.

• Action
  Find Lead

  Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.

• Action
  Find Person

  Finds an existing person.

• Action
  Find User

  Finds an existing User.

• Action
  Log Activity

  Creates and logs a new Activity.

• Action
  Update Company

  Updates an existing Company.

• Action
  Update Lead

  Updates an existing Lead.

• Action
  Update Lead Outcome

  Updates a Lead Outcome.

• Action
  Update Person

  Updates an existing Person.

• Trigger
  List Payment

  Triggers when a new payment transaction is recorded in Stax.

• Action
  Capture payment

  Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.

• Action
  Create Customer

  Creates a customer record on the Stax merchant account and returns the new customer.

• Action
  Create Item

  Creates an item in the merchant's Stax catalog and returns the new catalog item.

• Action
  Create Scheduled Invoice

  Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.

• Action
  Delete Catalog Item

  Deletes a catalog item from Stax.

• Action
  Delete payment method

  Deletes a customer's saved payment method in Stax and returns the deleted payment method.

• Action
  Delete Scheduled Invoice

  Deletes a recurring invoice schedule so it stops generating invoices.

• Action
  Find Customers

  Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.

• Action
  Find Invoices

  Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.

• Action
  Find Items

  Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.

• Action
  Find Payment Methods

  Returns all saved payment methods (cards and bank accounts) for a Stax customer.

• Action
  Find Payments

  Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.

• Action
  Make a Payment

  Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.

• Action
  Refund payment

  Refunds all or part of a settled Stax payment transaction back to the customer.

• Action
  Update customer

  Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.

• Action
  Update invoice

  Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.

• Action
  Void payment

  Voids a payment transaction in Stax before it settles, cancelling the charge.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.