ChargeOver and Salesflare
How to connect ChargeOver
- Via Zapier — 28 operations available. Set it up ↗
- Via Make — 17 modules available. Set it up ↗
What you can automate
- When new Contact in ChargeOver, find or create contact in Salesflare.
- When contact Was Updated in ChargeOver, find or create contact in Salesflare.
- When new Customer in ChargeOver, find or create account, then find or create contact, then add contact to account in Salesflare.
- When customer Was Updated in ChargeOver, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in ChargeOver, create opportunity, then find or create contact in Salesflare.
- When invoice Status Changed in ChargeOver, create opportunity, then find or create contact in Salesflare.
About ChargeOver
Go beyond recurring and subscription billing with ChargeOver. Simplify how you manage billing workflows, increase customer satisfaction with easy no-code pages, and stay organized with reports and data!
ChargeOver operations on Zapier
Triggers (13)
Start a workflow when this happens
- Contact Was Updated — Triggers when a contact is updated in ChargeOver.
- Customer Was Updated — Triggers when a customer is updated in ChargeOver.
- Invoice Status Changed — Triggers when a invoices status changes in ChargeOver.
- New Contact — Triggers when a new contact is added to ChargeOver.
- New Customer — Triggers when a new customer is added to ChargeOver.
Show 8 more triggers
- New Invoice — Triggers when a new Invoice is added to ChargeOver.
- New Item (Product, Discount) — Triggers when a new item (product, discount) is added to ChargeOver.
- New Quote — Triggers when a new quote is added to ChargeOver.
- New Subscription — Triggers when a new subscription is added to ChargeOver.
- New Transaction (Payments, Refunds, Credits) — Triggers when a new transaction (payment, refund, credit, etc.) is added to ChargeOver.
- Quote Status Changed — Triggers when a quotes status changes in ChargeOver.
- Subscription Status Changed — Triggers when a subscription status changes (e.g. from "Current" to "Overdue") in ChargeOver.
- Transaction Status Changed — Triggers when a transaction status changes in ChargeOver.
Actions (8)
Things Salesflare can make it do
- Attempt a Payment — Attempt a payment against the customer's on-file credit card or bank account.
- Cancel a Subscription — Cancel an existing subscription in ChargeOver.
- Create a Contact — Create a new contact in ChargeOver.
- Create a Customer — Create a new customer in ChargeOver.
- Create a Quote — Create a new quote in ChargeOver.
Show 3 more actions
- Create a Subscription — Create a new subscription in ChargeOver.
- Create an Invoice — Create a new Invoice in ChargeOver.
- Update a Customer — Update a existing customer in ChargeOver.
Searches (7)
Look up existing records
- Find Contact — Finds an existing contact by a specified field.
- Find Customer — Finds an existing customer by a specified field.
- Find Invoice — Finds an existing invoice by a specified field.
- Find Item (Product, Discount) — Finds an existing item (product, discount) by a specified field.
- Find Quote — Finds an existing quote by a specified field.
Show 2 more searches
- Find Subscription — Finds an existing subscription by a specified field.
- Find Transaction — Finds a transaction (payment, refund, etc.) by a specified field.
ChargeOver operations on Make
Triggers (7)
Start a workflow when this happens
- Watch Cancelled Subscriptions — Triggers when a subscription is cancelled.
- Watch New Contacts — Triggers when a new contact is created.
- Watch New Customers — Triggers when a new customer is created.
- Watch New Subscriptions — Triggers when a new subscription is created.
- Watch New Transactions — Triggers when a new transaction is created.
Show 2 more triggers
- Watch Transaction Status — Triggers when a transaction status changes.
- Watch Updated Customers — Triggers when a customer is updated.
Actions (9)
Things Salesflare can make it do
- Cancel a Subscription — Cancels an existing subscription.
- Create a Customer — Creates a new customer.
- Create a Subscription — Creates a new subscription.
- Delete a Customer — Deletes a customer by identificator.
- Get a Customer — Gets an existing customer.
Show 4 more actions
- Get a Subscription — Gets an existing subscription.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Customer — Updates an existing customer.
- Update a Subscription — Updates an existing subscription.
Searches (1)
Look up existing records
- Search Customers — Searches for customers or lists them all.
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