Stax integration with Salesforce
How to Create Salesforce records for new Stax payments
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce records for new Stax payments" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Stax integrations
Stax actions
Nekton can use any feature that is available in Stax API.
Using our advanced AI, you can easily create custom automations for Stax.
Here are some typical actions you can do in your automated workflows.
Create Invoice
Creates a new Invoice
Create Scheduled Invoice
Creates a new Scheduled Invoice
Update Catalog Item
Update an existing catalog item
Find Invoices
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.
About Stax
Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.