ChargeDesk and Salesflare

Customer Support chargedesk.com ↗

How to connect ChargeDesk

Via Zapier — 15 operations available. Set it up ↗

What you can automate

When charge Created in ChargeDesk, create opportunity, then find or create contact in Salesflare.
When charge Updated in ChargeDesk, create opportunity, then find or create contact in Salesflare.
When customer First Paid in ChargeDesk, find or create account, then find or create contact, then add contact to account in Salesflare.
When customer Created in ChargeDesk, find or create account, then find or create contact, then add contact to account in Salesflare.
When customer Updated in ChargeDesk, find or create account, then find or create contact, then add contact to account in Salesflare.
When subscription Created in ChargeDesk, create opportunity, then find or create contact in Salesflare.

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

ChargeDesk operations on Zapier

Triggers (11)

Start a workflow when this happens

Agent Log Created — Triggers when a new Agent Log is created.
Charge Created — Triggers when a new charge is created or imported.
Charge Failed — Triggers when a charge fails.
Charge Updated — Triggers when a charge is updated.
Customer Created — Triggers when a new customer is created.

Show 6 more triggers

Customer First Paid — Triggers when a customer makes their first payment.
Customer Updated — Triggers when a customer is updated.
Request Paid — Triggers when a payment request is successfully paid by a customer.
Subscription Canceled — Triggers when a subscription is canceled or unpaid.
Subscription Created — Triggers when a new subscription is created.
Subscription Updated — Triggers when a subscription is updated.