What actions can I run in Stax Bill?

49 actions are available, including "Get a Customer", "Get a File", and "Get a File by Tag", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Stax Bill Integrations

Subscription billing and recurring invoicing platform for plans, customers, and payments. When Stax Bill posts a transaction, update records or alert finance automatically.

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Watch EventsTriggers when an event occurs.
Get a CustomerRetrieves a customer's information.
Get a FileRetrieves a file by its ID.
Get a File by TagRetrieves a file by its tag.
Get an InvoiceRetrieves an invoice.
Get a Payment LinkRetrieves a payment link’s information.
Get a Payment Link's StatusRetrieves a payment link's active status.
Get a Related TransactionRetrieves a related transaction from a specified entity.
Get a TransactionRetrieves a transaction's information.
Get Funding Instructions for a TransactionRetrieves funding instructions for a transaction.
Search CustomersSearches for multiple customers.
Search DisputesSearches for disputes.
Search FilesSearches for files in the specified directory or storage system.
Search InvoicesSearches for multiple invoices.
Search Payment LinksSearches and filters payment links.
Search Scheduled InvoicesSearches for scheduled invoices.
Search TransactionsSearches and filters transactions.
Capture a Pre-Auth TransactionCaptures a previously authorized transaction.
Charge a Payment MethodCharges a customer’s payment method.
Create a CustomerCreates a new customer.
Create a FileAdds a new file to the service.
Create an InvoiceCreates a new invoice.
Create a Payment LinkCreates a new payment link.
Create a Scheduled InvoiceCreates a new scheduled invoice.
Credit a Payment MethodCredits a payment method by adding funds to it.
Delete a CustomerDeletes a customer from the system.
Delete a FileDeletes a file from the specified location.
Delete an InvoiceDeletes an invoice from the system.
Delete an Invoice ScheduleDeletes an invoice schedule.
Delete a Payment LinkDeletes a payment link from the system.
Delete Dispute EvidenceDeletes dispute evidence in the system.
Email an InvoiceSends an invoice via email.
Email a Transaction ReceiptSends a transaction receipt via email.
Make an API CallPerforms an arbitrary authorized API request.
Mark an Invoice PaidMarks an invoice as paid by cash or check.
Pay an InvoicePays an existing invoice.
Refund a TransactionRefunds a transaction and processes the return of funds to the customer.
Send an Invoice via SMSSends an invoice through SMS to a designated recipient.
Send a Transaction Receipt via SMSSends a transaction receipt through SMS to a specified recipient.
Submit Dispute EvidenceSubmits dispute evidence for review.
Update a CustomerUpdates a customer’s information in the system.
Update a FileUpdates an existing file with new content or changes.
Update an InvoiceUpdates an invoice with new information or modifications.
Update an Invoice ScheduleUpdates an invoice schedule in the system with new details or modifications.
Update a Payment LinkUpdates or deactivates a payment link.
Update a Payment Link's StatisticsUpdates a payment link's statistics with the latest data available.
Update a TransactionUpdates a transaction with given details in the service.
Upload Dispute EvidenceUploads evidence for a dispute.
Verify a Payment MethodVerifies a payment method to ensure its validity.
Void or Refund a TransactionVoids or refunds a transaction.

When to use Stax Bill

Common scenarios where Stax Bill automation saves time and reduces manual work.

React to "Watch Events" in Stax Bill in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a File" in Stax Bill from any upstream event — map fields once and let the automation handle the rest.
Layer "Get a File" from Stax Bill with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

Start from Stax Bill’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Customer as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 50 ready-made steps for finance work, and every run records what went in and what came back.

Stax Bill workflow on the canvas: Watch Events then Create a Customer

Frequently asked questions

Common questions about automating Stax Bill in your workflows.

Stax Bill has 1 trigger, including "Watch Events". Use them to start workflows the moment Stax Bill events fire — no polling required.

Use in workflow automation

Start from Stax Bill’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Customer as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 50 ready-made steps for finance work, and every run records what went in and what came back.

Stax Bill Integrations

When to use Stax Bill

Use in workflow automation

Frequently asked questions

Stax Bill Integrations

When to use Stax Bill

Connect Stax Bill to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Stax Bill to any app in workflows

Connect Stax Bill to any app in workflows

Connect Stax Bill to any app in workflows

Stax Bill Integrations

Stax Bill triggers and actions

When to use Stax Bill

Use in workflow automation

Frequently asked questions

What triggers does Stax Bill support?

What actions can I run in Stax Bill?

Do I need to write code to automate this?

Is the integration secure?

Stax Bill Integrations

Stax Bill triggers and actions

When to use Stax Bill

Connect Stax Bill to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Stax Bill support?

What actions can I run in Stax Bill?

Do I need to write code to automate this?

Is the integration secure?

Connect Stax Bill to any app in workflows

Connect Stax Bill to any app in workflows

Connect Stax Bill to any app in workflows