Connect Stax to Flodesk

Both apps 33Stax 18Flodesk 15

• 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.

• Action
  Add custom field

  Creates a new subscriber custom field in your Flodesk account with the label you choose.

• Action
  Add Existing Subscriber to Segment

  Adds an existing Flodesk subscriber to one or more segments and returns the updated subscriber.

• Action
  Add Existing Subscriber to Workflow

  Adds an existing Flodesk subscriber to a workflow, identified by subscriber ID or email address.

• Action
  Add segment

  Creates a new segment in your Flodesk account and returns it.

• Action
  Create/Update Subscriber

  Creates a new Flodesk subscriber, or updates the existing one with the same email address or id, optionally adding them to segments.

• Action
  Find a Subscriber by Email Address

  Looks up a Flodesk subscriber by email address and returns their status, name, segments and custom field values.

• Action
  Get segment

  Returns a single Flodesk segment, including its name, color, type and number of active subscribers.

• Action
  List campaigns

  Returns the email campaigns in your Flodesk account, optionally filtered by status or a search term.

• Action
  List custom fields

  Returns every subscriber custom field defined in your Flodesk account, with each field's key and display label.

• Action
  List segments

  Returns all segments in your Flodesk account, with each segment's name, color, type and active subscriber count.

• Action
  List subscribers

  Returns subscribers in your Flodesk account, optionally filtered by status or segment.

• Action
  List workflows

  Returns the workflows in your Flodesk account, optionally filtered by status (active, paused or draft).

• Action
  Remove Existing Subscriber From Segment

  Removes an existing Flodesk subscriber from one or more segments and returns the updated subscriber.

• Action
  Remove Existing Subscriber From Workflow

  Removes an existing subscriber, identified by subscriber ID or email address, from a Flodesk workflow.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from all of your Flodesk lists so they no longer receive marketing emails, and returns the updated subscriber.

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