Connect Stax to FormAPI

Both apps 28Stax 18FormAPI 10

• 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 folder

  Creates a new folder in DocSpring for organizing templates.

• Action
  Delete submission

  Expire/delete a PDF submission so it is no longer downloadable.

• Action
  Generate PDF

  Fill a PDF template with field data and generate a submission.

• Action
  Get combined submission

  Checks the status of a combined submission (merged PDFs) and returns its download URL once processed.

• Action
  Get data request

  Look up a submission data request (e.g. an e-signature request) by id.

• Action
  Get submission

  Checks the status of a generated PDF submission and returns its details, including the download URL once processed.

• Action
  Get template

  Looks up a DocSpring PDF template and returns its settings and document processing status.

• Action
  List folders

  Lists the folders in the DocSpring account, optionally only those inside a given parent folder.

• Action
  Merge PDFs

  Merges submission PDFs, template PDFs, custom files, other merged PDFs or PDFs at a URL into one combined PDF. The merge runs asynchronously; use Get combined submission to check when the download URL is ready.

• Action
  Request signature

  Creates a PDF submission from a template and sends one person a request to fill in and sign their fields. The PDF is generated once they complete it.

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