When new scheduled invoice in Stax, sync it to Keap.

When a scheduled invoice is raised in Stax, send payment reminder communications to the contact in Keap.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Stax Explore Stax →

Triggers

New customer

Fires when a new customer is created in Stax.

Subscription canceled

Fires when a subscription is canceled in Stax.

New invoice generated

Fires when a new invoice is generated in Stax.

Payment failed

Fires when a payment attempt fails in Stax.

Actions

Create customer

Creates a new customer in Stax.

Create subscription

Creates a new subscription in Stax.

Cancel subscription

Cancels an existing subscription in Stax.

Update customer

Updates a customer's billing details in Stax.

Keap Explore Keap →

Triggers

New contact or lead

Fires when a new contact or lead is added to Keap.

Contact updated

Fires when a field on a contact changes in Keap.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Keap.

Deal won

Fires when a deal is marked won in Keap.

Actions

Create or update contact

Creates or updates a contact in Keap.

Create deal

Creates a new deal in Keap.

Update record stage

Moves a deal or record to a new stage in Keap.

Log activity

Logs a call, email, or note against a record in Keap.

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

See all Stax + Keap integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new scheduled invoice in Stax, sync it to Keap.” between Stax and Keap?

Yes — describe it in the box above and Knit's Integrations Agent researches Stax and Keap's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.