What you can automate

When new Customer in Stax, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Invoice in Stax, create opportunity, then find or create contact in Salesflare.

When new Scheduled Invoice in Stax, create opportunity, then find or create contact in Salesflare.

When new Payment in Stax, create opportunity, then find or create contact in Salesflare.

When updated Customer in Stax, find or create account, then find or create contact, then add contact to account in Salesflare.

When updated Invoice in Stax, create opportunity, then find or create contact in Salesflare.

About Stax

Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.

Stax operations on Zapier

Start a workflow when this happens

Deleted Catalog Item — Triggers when a catalog item has been deleted.
Deleted Scheduled Invoice — Triggers when a scheduled invoice has been deleted.
List Payment — Lists your Payments.
New Catalog Item — Triggers when a new catalog item is created.
New Customer — Triggers when a new customer is created.

Show 10 more triggers

New Dispute — Triggers when a new dispute is created.
New Invoice — Triggers when a new invoice is created.
New Payment — Triggers when a new payment (transaction) is posted to your account.
New Scheduled Invoice — Triggers when a new scheduled invoice is created.
Updated Catalog Item — Triggers when an existing catalog item has been updated. Note that the API does not highlight which field(s) have updated.
Updated Customer — Triggers when a an existing customer is updated. Note that the API does not highlight which field(s) have updated.
Updated Dispute — Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Updated Invoice — Triggers when a new invoice is updated. Note that the API does not highlight which field(s) have updated.
Updated Payment — Triggers when a payment (transaction) is updated. Example, a payment is linked to a new customer. Note that a refund is considered a new transaction.
Updated Scheduled Invoice — Triggers when an existing scheduled invoice is updated. Examples: occurence dates changed, amount changes. Note that the API does not highlight which field(s) have updated.

Things Salesflare can make it do

Create Customer — Creates a new Customer
Create Invoice — Creates a new Invoice
Create Item — Creates a new Item
Create Scheduled Invoice — Creates a new Scheduled Invoice
Find or Create Customer — Finds customer record(s) given the provided search criteria.

Show 6 more actions

Find or Create Invoice — Finds record(s) given the provided search criteria.
Find or Create Item — Finds record(s) given the provided search criteria.
Find or Create Payment — Finds record(s) given the provided search criteria.
Find or Create Scheduled Invoice — Finds record(s) given the provided search criteria.
Make a Payment — Charges an existing card
Update Catalog Item — Update an existing catalog item

Look up existing records

Find Customers — Finds customer record(s) given the provided search criteria.
Find Invoices — Finds record(s) given the provided search criteria.
Find Items — Finds record(s) given the provided search criteria.
Find Payment Methods — Finds record(s) given the provided search criteria.
Find Payments — Finds record(s) given the provided search criteria.

Show 1 more searches

Find Scheduled Invoices — Finds record(s) given the provided search criteria.

Stax and Salesflare