STEP 1
Select Stack in workflow
Pick Stack app in the workflow builder [4] - just one click to select the app.
Stack Integration
Construction takeoff and estimating platform for quantities, proposals, and project bids. Connect Stack project activity to workflows that keep stakeholders and delivery tools up to date. Start from Watch Customer Contacts, then use Get a Customer Contact or Get a File to move work forward.
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- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Stack integration
Triggers can detect changes in Stack and run actions that can create, search or modify data inside Stack automatically [3] — exactly how you set them.
- Watch Customer ContactsTriggers when customer contact events occur.
- Watch TakeoffsTriggers when a takeoff event occurs.
- Get a Customer ContactRetrieves a specific customer contact.
- Get a FileRetrieves file details from the service.
- Get a FolderRetrieves a specific folder.
- Get a UserRetrieves a specific user.
- Get a WorksheetRetrieves a specific worksheet.
- Get Active UserRetrieves the active user.
- Get an Estimate ProposalRetrieves a specific estimate proposal.
- Get Project StatusesRetrieves project statuses.
- List Customer ContactsRetrieves a list of customer contacts.
- List Estimate ProposalsRetrieves estimate proposals on a takeoff.
- List Estimate WorksheetsRetrieves estimate worksheets on a takeoff.
- List FoldersRetrieves folders within a specified folder.
- List Library Takeoff TemplatesRetrieves library takeoff templates on a takeoff.
- List Root FoldersRetrieves folders in the project root.
- List TakeoffsRetrieves all takeoffs from the specified source.
- Add Library Takeoff TemplatesAdds library takeoff templates to a takeoff.
- Assign a Project to a UserAssigns a project to a user.
- Create a Customer ContactCreates a new customer contact.
How to integrate Stack in automation workflow?
3 simple steps to make your Stack connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Stack
When prompted, authorize access to Stack in WEXTL once. Stack credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Stack account. Approve?
STEP 3
Build a workflow
Build your workflow with Stack yourself or with WEXTL® AI Builder. Connect Stack to any available integrations [5], or use HTTP node to go beyond them.
Stack
How Stack connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Stack app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Stack supports.
The following table illustrates what fields Stack integration require during authorization flow inside our workflow builder [4].
Connect Stack
STACK – Environment*Text
••••••••
STACK – Client ID*Text
••••••••
Demonstration of Stack connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
STACK – EnvironmentRequired | select | Select your environment ( |
STACK – Client IDRequired | text | Enter your Client ID ( |
STACK – Client SecretRequired | password | Paste your Client Secret ( |
Connect Stack to popular apps on WEXTL
Enter a name of the other app you want to sync with Stack below. Click on selected app to explore integration options with Stack. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Stack integration
Select Watch Customer Contacts trigger from Stack - this will be a starting point in your automation. Whenever event happens in Stack, workflow will start [7] from Watch Customer Contacts node.
Search for Delete Customer Contact, connect it as the next step of integration sequence. You can use filters between Watch Customer Contacts and Delete Customer Contact, so only important data pass from Watch Customer Contacts to the next step. WEXTL gives you full control over the process of Stack automation. All parts of workflow are visible on the canvas [4].
Stack on WEXTL has 38 modules for building project management automations. Explore Stack documentation for more.
Video slide demonstrates how Watch Customer Contacts and Delete Customer Contact [6] nodes are used in Stack workflow.
Frequently asked questions
Common questions about automating Stack in your workflows.
Stack has 2 triggers, including "Watch Customer Contacts" and "Watch Takeoffs". Triggers are start points of the workflow, and automations may start from them.
Integration has 36 actions, including "Get a Customer Contact", "Get a File", and "Get a Folder", and more. Refer to our Stack Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Stack integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Stack official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Stack provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Stack or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Stack inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Stack modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Stack integration.
- Stack integration source code, module specs and credentials implementation.
- Internal Stack integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Stack vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Stack App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation