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Stax Bill Connect

Manage your Stax Bill customers, their subscriptions and charges, seamlessly.

1 reviews

Trabaja con

Support

Desarrollador

Blue Gem Development

About this app

About Blue Gem Development

We specialize in building app integrations with CRMs, which enable businesses to connect their CRM platform with other software applications. By doing so, we help businesses streamline their processes, automate tasks, and ultimately increase efficiency. With our expertise in CRM integration, businesses can improve their overall operations and provide better customer experiences.

Manage all your customer payments and subscriptions seamlessly within Zendesk Support using Stax Bill Connect. You can easily view customers and orders, process refunds, and cancel subscriptions. Our efficient algorithm guarantees that payment data is instantly linked to the relevant support tickets, enabling you to resolve issues promptly and efficiently. Say goodbye to time-consuming payment management and hello to streamlined support ticket resolution.

  • Automatically search customers based on ticket information

  • Manually search for customers by email, name, or phone number

  • Issue subscription cancellations

  • Issue payment refunds

Data Handling and Privacy

In compliance with Zendesk's data disclosure requirements and Developer Terms, this app handles customer data responsibly to prevent misuse or unauthorized access. The app accesses limited personal information from Zendesk tickets, including email addresses, names, and phone numbers, solely for the purpose of querying Stax Bill's API to locate and display matching customer accounts, subscriptions, and orders. This data is not stored persistently by the app; it is processed in real-time during agent sessions and discarded afterward.

All communications between Zendesk, the app, and Stax Bill occur over secure, encrypted HTTPS connections to protect data in transit. Access to Stax Bill features is restricted to authenticated Zendesk users with appropriate roles, ensuring only authorized personnel can view or modify customer information. The app does not share, sell, or expose data to any third parties beyond the necessary integration with Stax Bill for the specified functions. We adhere to industry-standard security practices and relevant data protection regulations (e.g., GDPR and CCPA where applicable) to safeguard privacy.

Detalles de la aplicación

Cómo instalar

Head on over to Stax Bill's 'Schedule a Demo' page in order to schedule a demo and get your account created.

After you've gained entry into your Stax Bill account, you need to create API credentials to connect to the Stax Bill Connect app.

Go to the Stax Bill Dashboard, then:

  1. Click 'Settings' from the sidebar menu
  2. On the 'Settings' page, click 'Integrations' from the sidebar menu
  3. Upon loading the next page, click on 'API Key' from the list of integrations
  4. Then click the 'CREATE KEY' button to generate an API key.
  5. Copy the 'API key'
  6. Go to the Stax Bill Connect's app settings and paste the API key into the 'staxbill_api_key' field
  7. Click the 'Update' button

That's it! You should be all set!

If you have any issues connecting with Stax Bill Connect, please let us know by contacting us

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