Requirements
Stack requires an active account and OAuth client credentials, granted by signing in with your account to connect — both are set up on its own site.[3]
Get your Stack credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- STACK – EnvironmentselectRequired
Select your environment (
[1]required). Choose Sandbox for testing or Production for live data. Do not includehttps://. - STACK – Client IDtextRequired
Enter your Client ID (
[1]required). This value is provided by STACK as part of your API credentials. - STACK – Client SecretpasswordRequired
Paste your Client Secret (
[1]required). This is used to generate the Base64 Authorization header. Anyone with access to this secret can access your account, so keep it secure.
Connect Stack in WEXTL
- Log in to your WEXTL account, add the Stack node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Stack account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Stack node modules
The list below is a reference of every Stack node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Stack node module below — each one opens to show its input parameters, outputs, and connection requirements.
Watch Customer ContactsTrigger
| Field | Type |
|---|---|
| ID | number |
| Client company name | text |
| First name | text |
| Last name | text |
| Address line 1 | text |
| Address line 2 | text |
| City | text |
| State ID | number |
| State abbreviation | text |
| Country ID | number |
| Country name | text |
| Postal code | text |
| Phone | text |
| Date modified | date |
| Is deleted | boolean |
Watch TakeoffsTrigger
| Field | Type |
|---|---|
| Takeoff ID | number |
| Project ID | number |
| Company ID | number |
| Project | object |
| Project ID | number |
| Company ID | number |
| Name | text |
| Notes | text |
| Bid date | date |
| Address line 1 | text |
| Address line 2 | text |
| City | text |
| State ID | number |
| Postal code | text |
| User ID | number |
| Use metric | boolean |
| Project status ID | number |
| Assigned libraries | array |
| Assigned users | array |
| Date created | date |
Get a Customer ContactAction
| Field | Type |
|---|---|
Customer Contact IDRequired | choice |
| Field | Type |
|---|---|
| ID | number |
| Client company name | text |
| First name | text |
| Last name | text |
| Address line 1 | text |
| Address line 2 | text |
| City | text |
| State ID | number |
| State abbreviation | text |
| Country ID | number |
| Country name | text |
| Postal code | text |
| Phone | text |
| Date modified | date |
| Is deleted | boolean |
Get a FileAction
Get a FolderAction
Get a UserAction
| Field | Type |
|---|---|
User IDRequired | choice |
| Field | Type |
|---|---|
| User ID | number |
| First name | text |
| Last name | text |
| Phone | text |
| State ID | number |
| Postal code | text |
| Company name | text |
| Company ID | number |
| Last activity date | date |
| Session ID | text |
| Membership provider key | text |
| Source | text |
| Date created | date |
| Show upgrade | boolean |
| Subscription fk | number |
| Subscription end date UTC | date |
| Num trials | number |
| User level ID | number |
| Track | boolean |
Get a WorksheetAction
| Field | Type |
|---|---|
Takeoff IDRequired | choice |
| Field | Type |
|---|---|
| Proposal ID | number |
| Name | text |
| Type | text |
| Date created | date |
| Date updated | date |
| Prepared for | object |
| Address line 1 | text |
| Address line 2 | text |
| Name | text |
| Customer contact ID | number |
| First name | text |
| Last name | text |
| Country | object |
| City | text |
| State | object |
| Postal code | text |
| Scope of work | text |
| Terms and conditions | text |
| Round adjusted quantities | boolean |
| Included measurements | object |
| Cost types | array |
| Plans | array |
| Assemblies | array |
| Take off templates | array |
| Labels | array |
| Overhead markup percent | number |
| Additional markup percent | number |
| Taxes | array |
| Estimate URL | url |
| Totals | object |
| Extended cost | number |
| Line item markup amount | number |
| Line item markup percent | number |
| Overhead markup amount | number |
| Overhead markup percent | number |
| Subtotal | number |
| Additional markup amount | number |
| Additional markup percent | number |
| Total markup amount | number |
| Total markup percent | number |
| Line items | array |
| Other costs | array |
| Totals | object |
| Hours | number |
| Extended cost | number |
| Selling price | number |
| Gross margin percent | number |
| Net profit amount | number |
| Net profit percent | number |
| Summary | object |
| Other costs | array |
| Subtotal | number |
| Selling price | number |
| By cost type | array |
Get Active UserAction
| Field | Type |
|---|---|
| User ID | number |
| First name | text |
| Last name | text |
| Phone | text |
| State ID | number |
| Postal code | text |
| Company name | text |
| Company ID | number |
| Last activity date | date |
| Session ID | text |
| Membership provider key | text |
| Source | text |
| Date created | date |
| Show upgrade | boolean |
| Subscription fk | number |
| Subscription end date UTC | date |
| Num trials | number |
| User level ID | number |
| Track | boolean |
Get an Estimate ProposalAction
| Field | Type |
|---|---|
Takeoff IDRequired | choice |
| Field | Type |
|---|---|
| Proposal ID | number |
| Name | text |
| Type | text |
| Date created | date |
| Date updated | date |
| Prepared for | object |
| Address line 1 | text |
| Address line 2 | text |
| Name | text |
| Customer contact ID | number |
| First name | text |
| Last name | text |
| Country | object |
| City | text |
| State | object |
| Postal code | text |
| Scope of work | text |
| Terms and conditions | text |
| Round adjusted quantities | boolean |
| Included measurements | object |
| Cost types | array |
| Plans | array |
| Assemblies | array |
| Take off templates | array |
| Labels | array |
| Overhead markup percent | number |
| Additional markup percent | number |
| Taxes | array |
| Estimate URL | url |
| Totals | object |
| Extended cost | number |
| Line item markup amount | number |
| Line item markup percent | number |
| Overhead markup amount | number |
| Overhead markup percent | number |
| Subtotal | number |
| Additional markup amount | number |
| Additional markup percent | number |
| Total markup amount | number |
| Total markup percent | number |
| Line items | array |
| Warnings | array |
Get Project StatusesSearch
List Customer ContactsSearch
| Field | Type |
|---|---|
| Modified Since | date |
| Limit | number |
| Field | Type |
|---|---|
| ID | number |
| Client company name | text |
| First name | text |
| Last name | text |
| Address line 1 | text |
| Address line 2 | text |
| City | text |
| State ID | number |
| State abbreviation | text |
| Country ID | number |
| Country name | text |
| Postal code | text |
| Phone | text |
| Date modified | date |
| Is deleted | boolean |
List Estimate ProposalsSearch
| Field | Type |
|---|---|
Takeoff IDRequired | choice |
| Limit | number |
| Field | Type |
|---|---|
| Proposal ID | number |
| Name | text |
| Type | text |
| Date created | date |
| Date updated | date |
| Prepared for | object |
| Address line 1 | text |
| Address line 2 | text |
| Name | text |
| Customer contact ID | number |
| First name | text |
| Last name | text |
| Country | object |
| City | text |
| State | object |
| Postal code | text |
| Scope of work | text |
| Terms and conditions | text |
| Round adjusted quantities | boolean |
| Included measurements | object |
| Cost types | array |
| Plans | array |
| Assemblies | array |
| Take off templates | array |
| Labels | array |
| Overhead markup percent | number |
| Additional markup percent | number |
| Taxes | array |
| Estimate URL | url |
List Estimate WorksheetsSearch
List FoldersSearch
List Library Takeoff TemplatesSearch
List Root FoldersSearch
List TakeoffsSearch
| Field | Type |
|---|---|
| Date Created After | date |
| Limit | number |
| Field | Type |
|---|---|
| Takeoff ID | number |
| Project ID | number |
| Company ID | number |
| Project | object |
| Project ID | number |
| Company ID | number |
| Name | text |
| Notes | text |
| Bid date | date |
| Address line 1 | text |
| Address line 2 | text |
| City | text |
| State ID | number |
| Postal code | text |
| User ID | number |
| Use metric | boolean |
| Project status ID | number |
| Assigned libraries | array |
| Assigned users | array |
| Date created | date |
Add Library Takeoff TemplatesAction
| Field | Type |
|---|---|
Takeoff IDRequired | choice |
| Library Takeoff Templates | array |
Assign a Project to a UserAction
Create a Customer ContactAction
| Field | Type |
|---|---|
Client Company NameRequired | text |
| First Name | text |
| Last Name | text |
| City | text |
| Postal Code | text |
| Phone | text |
| Address Line 1 | text |
| Address Line 2 | text |
| State ID | choice |
| Country ID | choice |
| Field | Type |
|---|---|
| Client company name | text |
| First name | text |
| Last name | text |
| City | text |
| Postal code | text |
| Phone | text |
| Address line 1 | text |
| Address line 2 | text |
| State ID | number |
| Country ID | number |
Create a ProjectAction
| Field | Type |
|---|---|
Takeoff IDRequired | choice |
Bid DateRequired | date |
Project NameRequired | text |
| Notes | text |
| Expiration Date | date |
| Partner ID | text |
| Source | text |
| Source URL | url |
| Project Type | text |
| Source Type | choice |
| Project Number | text |
| Date Created | date |
| Address Line 1 | text |
| Address Line 2 | text |
| City | text |
| State ID | choice |
| Postal Code | text |
| Country ID | choice |
| Is Private | boolean |
| Company Office IDs | array |
| Office ID | choice |
| Field | Type |
|---|---|
| Project ID | number |
| Name | text |
| Bid date | date |
| Notes | text |
| Expiration date | date |
| Partner ID | number |
| Source ID | text |
| Source | text |
| Source URL | url |
| Type | text |
| Source type | text |
| Project number | text |
| Date created | date |
| Date modified | date |
| Address line 1 | text |
| Address line 2 | text |
| City | text |
| State ID | number |
| Postal code | text |
| Country ID | number |
Create a Root FolderAction
Create a TakeoffAction
Create a WorksheetAction
| Field | Type |
|---|---|
Estimate NameRequired | text |
Takeoff IDRequired | choice |
| Scope of Work | text |
| Terms and Conditions | text |
| Notes | text |
| Field | Type |
|---|---|
| Estimate worksheet ID | number |
| Name | text |
| Type | text |
| Date created | date |
| Date modified | date |
| Estimate URL | url |
| Customer contact | object |
| Address line 1 | text |
| Address line 2 | text |
| Name | text |
| Customer contact ID | number |
| First name | text |
| Last name | text |
| Country | object |
| City | text |
| State | object |
| Postal code | text |
| Scope of work | text |
| Notes | text |
| Terms and conditions | text |
| Source | object |
| Type | text |
| Date created | date |
| Date modified | date |
| Name | text |
| User ID | number |
| Exists | boolean |
| Scope | object |
| Plans | array |
| Takeoff templates | array |
| Assemblies | array |
| Labels | array |
| Tags | array |
| Assembly groups | array |
| Line items | array |
| Other costs | array |
| Totals | object |
| Hours | number |
| Extended cost | number |
| Selling price | number |
| Gross margin percent | number |
| Net profit amount | number |
| Net profit percent | number |
| Summary | object |
| Other costs | array |
| Subtotal | number |
| Selling price | number |
| By cost type | array |
Create an Estimate ProposalAction
| Field | Type |
|---|---|
Takeoff IDRequired | choice |
TypeRequired | choice |
| Name | text |
| Prepared For | object |
| Customer Contact ID | choice |
| Address Line 1 | text |
| Address Line 2 | text |
| Company Name | text |
| Country | object |
| State | object |
| City | text |
| Postal Code | text |
| Phone | text |
| Scope of Work | text |
| Terms and Conditions | text |
| Round Adjusted Quantities | boolean |
| Included Measurements | object |
| Cost Types | array |
| Plans | array |
| Assemblies | array |
| Takeoff Templates | array |
| Labels | array |
| Overhead Markup Percent | number |
| Additional Markup Percent | number |
| Taxes | array |
| Non Measured Costs | array |
| Field | Type |
|---|---|
| Proposal ID | number |
| Name | text |
| Type | text |
| Date created | date |
| Date updated | date |
| Prepared for | object |
| Address line 1 | text |
| Address line 2 | text |
| Name | text |
| Customer contact ID | number |
| First name | text |
| Last name | text |
| Country | object |
| City | text |
| State | object |
| Postal code | text |
| Scope of work | text |
| Terms and conditions | text |
| Round adjusted quantities | boolean |
| Included measurements | object |
| Cost types | array |
| Plans | array |
| Assemblies | array |
| Take off templates | array |
| Labels | array |
| Overhead markup percent | number |
| Additional markup percent | number |
| Taxes | array |
| Estimate URL | url |
| Totals | object |
| Extended cost | number |
| Line item markup amount | number |
| Line item markup percent | number |
| Overhead markup amount | number |
| Overhead markup percent | number |
| Subtotal | number |
| Additional markup amount | number |
| Additional markup percent | number |
| Total markup amount | number |
| Total markup percent | number |
| Line items | array |
| Warnings | array |
Delete a WorksheetAction
| Field | Type |
|---|---|
Takeoff IDRequired | choice |
Delete an Estimate Proposal ReportAction
| Field | Type |
|---|---|
Takeoff IDRequired | choice |
Delete Customer ContactAction
| Field | Type |
|---|---|
Customer Contact IDRequired | choice |
Download a Document for a JobAction
Download a Printed Document for a JobAction
Make an API Calluniversal
Update a Customer ContactAction
| Field | Type |
|---|---|
Customer Contact IDRequired | choice |
Client Company NameRequired | text |
Date ModifiedRequired | date |
| First Name | text |
| Last Name | text |
| City | text |
| Postal Code | text |
| Phone | text |
| text | |
| Address Line 1 | text |
| Address Line 2 | text |
| State ID | choice |
| Country ID | choice |
| Field | Type |
|---|---|
| Client company name | text |
| First name | text |
| Last name | text |
| City | text |
| Postal code | text |
| Phone | text |
| Address line 1 | text |
| Address line 2 | text |
| State ID | number |
| Country ID | number |
| ID | number |
| Date modified | date |
Update a FileAction
Update a FolderAction
Update a ProjectAction
| Field | Type |
|---|---|
Project IDRequired | choice |
Bid DateRequired | date |
Project NameRequired | text |
| Notes | text |
| Expiration Date | date |
| Address Line 1 | text |
| Address Line 2 | text |
| City | text |
| State ID | choice |
| Postal Code | text |
| Country ID | choice |
| Is Private | boolean |
| Project Status ID | choice |
| Assigned Users | array |
| User ID | choice |
| Assigned Libraries | array |
| Library ID | choice |
| Field | Type |
|---|---|
| Project ID | number |
| Name | text |
| Bid date | date |
| Notes | text |
| Expiration date | date |
| Partner ID | number |
| Source ID | text |
| Source | text |
| Source URL | url |
| Type | text |
| Source type | text |
| Project number | text |
| Date created | date |
| Date modified | date |
| Address line 1 | text |
| Address line 2 | text |
| City | text |
| State ID | number |
| Postal code | text |
| Country ID | number |
Update an Estimate ProposalAction
| Field | Type |
|---|---|
Takeoff IDRequired | choice |
| Name | text |
| Prepared For | object |
| Customer Contact ID | choice |
| Address Line 1 | text |
| Address Line 2 | text |
| Name | text |
| Country | object |
| State | object |
| City | text |
| Postal Code | text |
| Phone | text |
Scope of WorkRequired | text |
| Terms and Conditions | text |
| Rounding Enabled | boolean |
| Included Measurements | object |
| Cost Types | array |
| Plans | array |
| Assemblies | array |
| Takeoff Templates | array |
| Labels | array |
| Overhead Markup Percent | number |
| Additional Markup Percent | number |
| Taxes | array |
| Non-Measured Costs | array |
| Field | Type |
|---|---|
| Proposal ID | number |
| Name | text |
| Type | text |
| Date created | date |
| Date updated | date |
| Prepared for | object |
| Address line 1 | text |
| Address line 2 | text |
| Name | text |
| Customer contact ID | number |
| First name | text |
| Last name | text |
| Country | object |
| City | text |
| State | object |
| Postal code | text |
| Scope of work | text |
| Terms and conditions | text |
| Round adjusted quantities | boolean |
| Included measurements | object |
| Cost types | array |
| Plans | array |
| Assemblies | array |
| Take off templates | array |
| Labels | array |
| Overhead markup percent | number |
| Additional markup percent | number |
| Taxes | array |
| Estimate URL | url |
| Totals | object |
| Extended cost | number |
| Line item markup amount | number |
| Line item markup percent | number |
| Overhead markup amount | number |
| Overhead markup percent | number |
| Subtotal | number |
| Additional markup amount | number |
| Additional markup percent | number |
| Total markup amount | number |
| Total markup percent | number |
| Line items | array |
| Warnings | array |
Update Project OfficesAction
| Field | Type |
|---|---|
Project IDRequired | choice |
Office IDsRequired | array |
| Office ID | choice |
Upload a FileAction
Templates
Look for Stack templates in the WEXTL template library.
Browse templates →Explore alternative apps
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- AgencyZoomSales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking.
References
- WEXTL® Stack Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Stack.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12