Tabs - Stackone

Getting Started

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.

Configure the Connector

Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.

API Key · Connector Profile

Uses a Tabs API key sent as-is in the Authorization header. Each key is scoped to a single Tabs entity and stays valid u…

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

API Key · Link Account

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

Actions

63 actions

Action

Description

List Billing Terms

Retrieve a paginated list of billing terms from Tabs

List Customer Contacts

Retrieve a paginated list of customer contacts from Tabs

Create Customer Contacts

Create customer contacts in Tabs

Update Customer Contact

Update customer contact in Tabs

List Contracts

Retrieve a paginated list of contracts from Tabs

Create Contract

Create a new contract for an existing Tabs customer, with an optional close date and external CRM ID

List Deleted Contracts

Retrieve a paginated list of deleted contracts from Tabs

Get Contract By ID

Get contract by ID from Tabs

Update Contract

Update a contract’s name, close date, external ID or external source type

Download Contract File

Download contract file from Tabs

Upload Contract File

Upload contract file in Tabs

Delete Contract File

Delete contract file from Tabs

Get Contract Obligation By ID

Get contract obligation by ID from Tabs

Perform Contract Action

Perform contract action in Tabs

Upsert Obligation Custom Revenue

Upsert obligation custom revenue in Tabs

List Contract Billing Terms

Retrieve a paginated list of contract billing terms from Tabs

Create Contract Billing Term

Create contract billing term in Tabs

Update Contract Billing Term

Update contract billing term in Tabs

Create Commitments For A Contract

Create commitments for a contract in Tabs

Create Contract From File

Uploads a contract PDF and creates a new contract for it in one call

Create Contract Obligation

Returns 202 once the change is saved

Delete Contract Billing Term

Returns 202 once the change is saved

Delete Contract Metadata

Delete contract metadata from Tabs

Get Contract Metadata

Get contract metadata from Tabs

Update Contract Metadata

Updates a contract’s metadata by merging the provided top-level keys with the existing metadata

Delete Contract Obligation

Returns 202 once the change is saved

Terminate Billing Term

Terminates a billing term as of the given end date

Update Contract Obligation

Returns 202 once the change is saved

Get Credit Memo By ID

Get credit memo by ID from Tabs

List Credit Memos

Retrieve a paginated list of credit memos from Tabs

Create Credit Memo

Create credit memo in Tabs

Apply Credit Memo

Apply credit memo in Tabs

Get Customer By ID

Get customer by ID from Tabs

Delete Customer

Delete customer from Tabs

List Customers

Retrieve a paginated list of customers from Tabs

Create Customer

Create a new customer in Tabs with billing contact, addresses, default currency, custom fields and tax details

Update Customer Names

Update customer names in Tabs

List Event Types

Retrieve a paginated list of event types from Tabs

Create Event Type

Create an event type in Tabs

Create An Event

Creates a new usage event

Get All Events

Fetches all usage events, and can be filtered as needed

Delete An Event

Deletes a usage event by creating a new deletion event that links back to the original event

Get Customer Invoice By ID

Get customer invoice by ID from Tabs

Get Invoice Generation Status

Check whether invoices are still generating for a customer

Download Invoice PDF

Download invoice PDF from Tabs

Perform Invoice Action

Performs an action on an invoice

Get Invoice Payment By ID

Get invoice payment by ID from Tabs

Create Invoice Payment

Create invoice payment in Tabs

List Invoices

Retrieve a paginated list of invoices from Tabs

Get Job By ID

Check the status of an asynchronous Tabs job, such as an invoice send or void started by perform_invoice_action

Get Merchant Info

Retrieve the Tabs merchant (entity) that the API key is scoped to

List Obligations

Retrieve a paginated list of obligations from Tabs

List Payments

Retrieve a paginated list of payments from Tabs

Get A Product By ID

Get a product by ID from Tabs

Update A Product

Update a product’s name, display name, status, ARR default, description or linked ERP item and class

List All Products For Merchant

Retrieve a paginated list of all products for merchant from Tabs

Create A New Product

Create a new product in Tabs

List Renewals

Retrieve a paginated list of renewals from Tabs

Create A Renewal For A Contract

Creates a DRAFT renewal for a processed contract. All terms are optional. A contract can have at most one renewal

Execute A Renewal

Starts executing the renewal asynchronously: the excluded billing terms are removed from the draft renewal contract, the…

Get A Renewal

Retrieve a single contract renewal with its terms, notice period, length and price increase settings

Get ARR Report

Retrieve the annual recurring revenue (ARR) report, paginated and filterable by customer and period

List Revenue

Cursor-paginated customer × month revenue rows