Connect ProjectManager and Stax

Both apps 44ProjectManager 26Stax 18

• Trigger
  New Project

  Fires when a new project is created in the ProjectManager workspace.

• Trigger
  New Task

  Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project

• Trigger
  New User

  Fires when a new user (resource) is added to the ProjectManager workspace.

• Action
  Create Project

  Create a new project in your workspace

• Action
  Create Task

  Creates a new task within a specified project

• Action
  Create Timesheet Entry

  Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.

• Action
  Create User

  Add a new user/resource in your account

• Action
  Get Account Information

  Returns information about the current user including home URL, email, user ID and workspace name

• Action
  Get Project Details

  Get the details of one specific project

• Action
  Get Project Priorities

  Gets a list of all the priorities which can be applied to a project

• Action
  Get Project Statuses

  Get all the statuses which can be applied to a project

• Action
  Get Task Details

  Get the details of one specific task, you will need to know the task's unique ID

• Action
  Get Task Fields

  Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action

• Action
  Get Task Field Values

  Get the value of each custom field applied to a specific task

• Action
  Get Task Priorities

  Get all the priorities which can be applied to a task

• Action
  Get Task Statuses (Columns)

  Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses

• Action
  Get User Details

  Get the details of one specific user/resource

• Action
  Get User Roles

  Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.

• Action
  Search Projects

  Search through your active projects using various criteria, 100 results max

• Action
  Search Tasks

  Search for tasks across your entire account, using various criteria, 100 results max

• Action
  Search Users

  Search for workspace users/resources using various criteria, 100 results max

• Action
  Update Project

  Update an existing project, empty fields will remain unchanged

• Action
  Update Task

  Update an existing task, empty fields will remain unchanged

• Action
  Update Task Field Value

  Update the value of a custom field for a specific task

• Action
  Update Timesheet Entry

  Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

• Action
  Update User

  Update an existing user/resource, empty fields will remain unchanged

• 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.