Connect Stax to Pickaxe

Both apps 36Stax 18Pickaxe 18

• 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
  Connect Document

  Connect a document to a Pickaxe or User.

• Action
  Create Access Group

  Create a new access group.

• Action
  Create Document

  Create a new document with the provided details.

• Action
  Create User

  Create a new document with the provided details.

• Action
  Delete Access Group

  Delete an access group, or reassign links and users before deleting it.

• Action
  Delete Document

  Delete a specific document by its ID.

• Action
  Delete User

  Delete a specific user by their email.

• Action
  Disconnect Document

  Detach a document from a Pickaxe or User.

• Action
  Find Access Group

  Retrieve a specific access group by its ID.

• Action
  Find Access Groups

  List all access groups for a studio workspace.

• Action
  Find Document by ID

  Retrieve a specific document by its ID.

• Action
  Find Documents

  Finds knowledge base documents whose name or title contains the given text.

• Action
  Find User by Email

  Retrieve a specific user by their email.

• Action
  Find Users

  List all users with optional pagination.

• Action
  Preview Delete Access Group

  Preview the impact of deleting an access group.

• Action
  Remove Access Group Links

  Remove access groups from deployments or portals, or remove resources from an access group.

• Action
  Update Access Group

  Update an existing access group.

• Action
  Update User

  Update a specific user by their email.

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