Salesforce + Stax
Update contact records in Salesforce when new payments are processed in Stax
Keep your contact records in Salesforce up to date with payment information, without having to manually update the record yourself. Every time a contact in your Salesforce account makes a payment in your Stax account, the contact record will automatically update with information about the payment.
Keep your contact records in Salesforce up to date with payment information, without having to manually update the record yourself. Every time a contact in your Salesforce account makes a payment in your Stax account, the contact record will automatically update with information about the payment.
- When this happens...
New PaymentTriggers when a new payment (transaction) is posted to your account.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWriteCreate a new record or update an existing record in your app.
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New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Scheduled Invoice
Triggers when a new scheduled invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Catalog Item
Triggers when a catalog item has been deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Payment
Lists your Payments.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Dispute
Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Catalog Item
Triggers when an existing catalog item has been updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer
Internal Memo
Reference
The amount of tax to collect
The subtotal of all line itemsRequired
The grand total to charge for the invoiceRequired
Due Date
Number of line items to populateRequired
Line items will be populated by:
Send this now to the customer's email?
Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Schedule TypeRequired
Start OnRequired
Run IntervalRequired
Schedule this many timesRequired
Internal Memo
Reference
The amount of tax to collect
The subtotal of all line itemsRequired
The grand total to charge for the invoiceRequired
Number of line items to populateRequired
Line items will be populated by:
Send this now to the customer's email?
Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Item's unique identifier in the catalogRequired
Item NameRequired
Number in StockRequired
Item Code
Base Price
Category
Item Details
Is Active?
Is Taxable?
Is Discount?
Is Percentage?
Is Subscription?
Is Service?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by customerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
Customer
Internal Memo
Reference
The amount of tax to collect
The subtotal of all line itemsRequired
The grand total to charge for the invoiceRequired
Due Date
Number of line items to populateRequired
Line items will be populated by:
Send this now to the customer's email?
Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch by keywordRequired
Customer
Schedule TypeRequired
Start OnRequired
Run IntervalRequired
Schedule this many timesRequired
Internal Memo
Reference
The amount of tax to collect
The subtotal of all line itemsRequired
The grand total to charge for the invoiceRequired
Number of line items to populateRequired
Line items will be populated by:
Send this now to the customer's email?
Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Dispute
Triggers when a new dispute is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Catalog Item
Triggers when a new catalog item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment (transaction) is posted to your account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Scheduled Invoice
Triggers when a scheduled invoice has been deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when a an existing customer is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when a new invoice is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First/Given NameRequired
Last/Family NameRequired
Email AddressRequired
Allow Customer to Pay With Credit Card
Company associated with this customer
Phone Number
SMS Number
Street Address, Line 1
Street Address, Line 2
City
State/Province
Zip/Postal Code
Country
Reference
Notes about Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item NameRequired
Number in StockRequired
Item Code
Base Price
Category
Item Details
Is Active?
Is Taxable?
Is Discount?
Is Percentage?
Is Subscription?
Is Service?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Total to ChargeRequired
Payment MethodRequired
Invoice
Create Pre-Authorization?Required
First/Given NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by keywordRequired
First/Given NameRequired
Last/Family NameRequired
Email AddressRequired
Allow Customer to Pay With Credit Card
Company associated with this customer
Phone Number
SMS Number
Street Address, Line 1
Street Address, Line 2
City
State/Province
Zip/Postal Code
Country
Reference
Notes about Customer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch by keywordRequired
Item NameRequired
Number in StockRequired
Item Code
Base Price
Category
Item Details
Is Active?
Is Taxable?
Is Discount?
Is Percentage?
Is Subscription?
Is Service?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch by keywordRequired
Total to ChargeRequired
Payment MethodRequired
Invoice
Create Pre-Authorization?Required
First/Given NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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