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Stax Bill Integration

Subscription billing and recurring invoicing platform for plans, customers, and payments. Connect Stax Bill financial events to workflows that update records and notify the right teams. Start from Watch Events, then automate actions such as Get a Customer and Get a File.
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Supported triggers and actions for Stax Bill integration

Triggers can detect changes in Stax Bill and run actions that can create, search or modify data inside Stax Bill automatically [3] — exactly how you set them.

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    Watch EventsTriggers when an event occurs.
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    Get a CustomerRetrieves a customer's information.
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    Get a FileRetrieves a file by its ID.
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    Get a File by TagRetrieves a file by its tag.
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    Get a Payment LinkRetrieves a payment link’s information.
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    Get a Payment Link's StatusRetrieves a payment link's active status.
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    Get a Related TransactionRetrieves a related transaction from a specified entity.
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    Get a TransactionRetrieves a transaction's information.
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    Get an InvoiceRetrieves an invoice.
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    Get Funding Instructions for a TransactionRetrieves funding instructions for a transaction.
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    Search CustomersSearches for multiple customers.
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    Search DisputesSearches for disputes.
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    Search FilesSearches for files in the specified directory or storage system.
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    Search InvoicesSearches for multiple invoices.
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    Search Payment LinksSearches and filters payment links.
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    Search Scheduled InvoicesSearches for scheduled invoices.
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    Search TransactionsSearches and filters transactions.
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    Capture a Pre-Auth TransactionCaptures a previously authorized transaction.
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    Charge a Payment MethodCharges a customer’s payment method.
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    Create a CustomerCreates a new customer.

How to integrate Stax Bill in automation workflow?

3 simple steps to make your Stax Bill connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Stax Bill connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Stax Bill app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Stax Bill supports.

The following table illustrates what fields Stax Bill integration require during authorization flow inside our workflow builder [4].

Demonstration of Stax Bill connection step inside WEXTL Workflow Builder [4].

FieldTypeHelp
Stax - API KeyRequired
text

Your Stax API secret key (required). - Once you log in to Stax Pay, you can create a key by clicking Apps from the side menu.

  • On the Apps page, click API Keys, and then click Launch.
  • On the API Keys App, click New Key.
  • On the Key Creation page, enter a name for the key and assign a role, then click Save.
  • The new key will appear in the list of keys.
  • Click the key icon next to the API key to view, copy, or delete the key. Keep this key secure and never expose it in client-side code or public repositories. You can generate or manage your API keys from the Stax dashboard. For more details, see the Stax API Documentation.

Connect Stax Bill to popular apps on WEXTL

Enter a name of the other app you want to sync with Stax Bill below. Click on selected app to explore integration options with Stax Bill. 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 Stax Bill integration

Select Watch Events trigger from Stax Bill - this will be a starting point in your automation. Whenever event happens in Stax Bill, workflow will start [7] from Watch Events node.

Search for Create a Customer, connect it as the next step of integration sequence. You can use filters between Watch Events and Create a Customer, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Stax Bill automation. All parts of workflow are visible on the canvas [4].

Stax Bill on WEXTL has 50 modules for building finance automations. Explore Stax Bill documentation for more.

Video slide demonstrates how Watch Events and Create a Customer nodes are used in Stax Bill workflow.

Video slide demonstrates how Watch Events and Create a Customer [6] nodes are used in Stax Bill workflow.

Frequently asked questions

Common questions about automating Stax Bill in your workflows.

Try Stax Bill on WEXTL®

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References

List of sources used to gather information about the Stax Bill integration.

  1. Stax Bill integration source code, module specs and credentials implementation.
  2. Internal Stax Bill integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Stax Bill vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Stax Bill App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation