Stax Keap

Stax + Keap Integrations, Built by an AI Agent

Put Stax + Keap to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Stax and Keap below — describe the exact one you want above and the Agent builds it on demand.

Stax + Keap When a scheduled invoice is raised in Stax, send payment reminder communications to the contact in Keap. See details
Convert won deals into paying customers When a deal is marked won in Keap, automatically create a new customer in Stax to start subscription billing. See details
Log canceled subscriptions on CRM deals When a subscription is canceled in Stax, update the deal stage in Keap so sales reps can attempt churn recovery. See details
Track invoice generation in customer activity logs When a new invoice is generated in Stax, log an activity record on the contact profile in Keap. See details

Browse the full workflow library →

Looking to achieve something else with Stax and Keap?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Stax and Keap

Everything Stax and Keap can do inside a workflow — the triggers that start one and the actions that run when it fires.

Stax Explore Stax →

Stax is a subscription-based payment processing provider that enables merchants to accept card payments and manage billing accounts.

Triggers
New Customer

Triggers when a new customer is created.

New Dispute

Triggers when a new dispute is created.

New Invoice

Triggers when a new invoice is created.

New Catalog Item

Triggers when a new catalog item is created.

New Scheduled Invoice

Triggers when a new scheduled invoice is created.

New Payment

Triggers when a new payment (transaction) is posted to your account.

Actions
Create Customer

Creates a new Customer

Create Invoice

Creates a new Invoice

Create Item

Creates a new Item

Create Scheduled Invoice

Creates a new Scheduled Invoice

Make a Payment

Charges an existing card

Update Catalog Item

Update an existing catalog item

Keap Explore Keap →

Keap is a CRM and sales automation platform designed for small businesses to manage lead collection, customer records, and payment collecting in one place.

Triggers
New Action Sequence

Triggers when a new Action Sequence is added.

New Affiliate

For Ulimate users, triggers when a new affiliate is added.

New Appointment Event

For Ultimate users: triggers when a new appointment is added, deleted, or edited.

New Company Event

Triggers when a company is added, deleted, or edited.

New Contact

Triggers when a new contact is created.

New Invoice Event

Triggers when a invoice is added, deleted, or edited.

Actions
Create Product

Creates a Product

Create Company

Creates a Company

Create Invoice

Creates an invoice with line items.

Create Note

Creates a new note on a contact record

Create Task

Creates a new task on a contact

Add a Product to an Invoice

Add a product to an already existing Invoice

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Stax + Keap

Is there a pre-built Stax + Keap automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Stax and Keap's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Stax or Keap connector?

No. The Agent works whether or not Stax or Keap already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Stax and Keap help sales teams?

Sales representatives can track subscriber status, renewals, and churn directly within Keap without needing access to financial tools.

Can a won deal automatically convert into an active billing customer?

Yes, winning a deal in Keap can instantly create a corresponding customer account in Stax to streamline invoicing.

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