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How Zapier works

Zapier makes it easy to integrate ChargeKeep with Looping by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from ChargeKeep

A trigger is an event that starts your Zap and runs the workflow. For example, with ChargeKeep, a trigger could be "New Lead."
A trigger is the event that kicks off your automated workflow.

Setup an action from Looping by Zapier

An action is what takes place after the automation is triggered. For example, with Looping by Zapier, the action could be "Create Loop From Line Items."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ChargeKeep to Looping by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ChargeKeep to Looping by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect ChargeKeep and Looping by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • ChargeKeep triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
  • ChargeKeep triggers, actions, and search
    New Subscription

    Triggers when a new subscription is created.

    Trigger
    Instant
    Try It
    • Match Existing Contact
    • Override Lists
    • Ignore Invalid Values
    • Contact XREF
    • Contact Type
      Required
    • Create User
    • User Password
    • Send Welcome Email
    • Full Name
    • Prefix
    • First Name
    • Middle Name
    • Last Name
    • Nick Name
    • Suffix
    • Gender
    • Date of Birth
    • BANKcode
    • SSN
    • Driving License
    • Driving License State
    • Is Active Military Duty
    • Is US Citizen
    • Preferred Time of Day
    • Person Affiliate Code
    • Personal
    • Other
    • Other Personal
    • Work
    • Alternative Work
    • Other Work
    • Mobile
    • Mobile Ext
    • Home
    • Home Ext
    • Work
    • Work Ext
    • Work 2
    • Work 2 Ext
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • ZIP Code
    • Country Name
    • Country Code
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • ZIP Code
    • Country Name
    • Country Code
    • Website
    • LinkedIn
    • Photo URL
    • Facebook
    • Instagram
    • Twitter
    • Google Reviews
    • AngelList
    • Zoom
    • Experience
    • Profile Summary
    • Interests
    • Notes
    • Follow Up Date
    • Assigned User
    • Deal Amount
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Company Name
    • Organization Type
    • Is Employed
    • Job Title
    • Employment Start Date
    • Employee Count
    • Date Founded
    • EIN
    • Annual Revenue
    • Industry
    • Company Phone
    • Company Phone Extention
    • Company Fax Number
    • Company Email
    • Company Website
    • Company Facebook
    • Company LinkedIn
    • Company Instagram
    • Company Twitter
    • Company Google Reviews
    • Company Crunchbase
    • Company BBB URL
    • Company Zoom
    • Company Calendly
    • Company Logo URL
    • Company Affiliate Code
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • ZIP Code
    • Country Name
    • Country Code
    • Source Code
    • Channel Code
    • Affiliate Code
    • Campaign ID
    • Google Click ID
    • Referer URL
    • Applicant ID
    • Application ID
    • IP Address
    • User Agent
    • Site ID
    • Site URL
    • Date Created
    • Entry URL
    • Lead Stage Name
    • Star
    • Rating
    • Tags
    • Lists
    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Term
    • UTM Content
    • UTM Keyword
    • UTM AdGroup
    • UTM Name
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Product Code
    • Product Payment Period Type
    • System Type
    • Code
    • Name
    • Level
    • Start Date
    • End Date
    • Amount
    • Product Code
    • Product Payment Period Type
    • System Type
    • Code
    • Name
    • Level
    • Start Date
    • End Date
    • Amount
    • Product Code
    • Product Payment Period Type
    • System Type
    • Code
    • Name
    • Level
    • Start Date
    • End Date
    • Amount
    Action
    Write
    • Product Type
      Required
    • Product Name
      Required
    • SKU
      Required
    • Description
    • Description HTML
    • Logo Url
    • Group Name
    • Price
    • Currency Id
      Required
    • Unit
    Action
    Write
  • ChargeKeep triggers, actions, and search
    New Payment

    Triggers when a new payment is created.

    Trigger
    Instant
    Try It
    • Match Existing Contact
    • Contact Type
      Required
    • Full Name
    • Prefix
    • First Name
    • Middle Name
    • Last Name
    • Nick Name
    • Suffix
    • Gender
    • Date of Birth
    • BANKcode
    • SSN
    • Company Name
    • Job Title
    • Industry
    • Work
    • Personal
    • Other
    • Website
    • LinkedIn
    • Photo URL
    • Work
    • Home
    • Mobile
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • Zip Code
    • Country Name
    • Country Code
    • Experience
    • Profile Summary
    • Interests
    • Notes
    • Follow Up Date
    • Assigned User
    • Deal Amount
    • Source Code
    • Channel Code
    • Affiliate Code
    • Referer URL
    • Entry URL
    Action
    Write
    • Contact Id
    • Contact Xref
    • Invoice Description
    • Date of the Invoice
      Required
    • Currency Id
      Required
    • Due Date of the Invoice
    • Grand Total
      Required
    • Company
    • First Name
    • Last Name
    • Phone
    • Email
    • Country Id
    • State Id
    • State Name
    • City
    • Zip
    • Address 1
    • Address 2
    • Neighborhood
    • Company
    • First Name
    • Last Name
    • Phone
    • Email
    • Country Id
    • State Id
    • State Name
    • City
    • Zip
    • Address 1
    • Address 2
    • Neighborhood
    • Quantity
      Required
    • Description
    • Rate
      Required
    • Total Item Price
      Required
    • Unit Id
      Required
    • Commissionable Amount
    • Product Code
    • Purchase Order No.
    • Invoice No.
      Required
    • Invoice Note
    • Discount Total
      Required
    • Shipping Total
      Required
    • Tax Total
      Required
    • Date
    • Description
    • Amount
    • Gateway Name
    • Gateway Transaction Id
    • Historical Data
      Required
    • Status
      Required
    Action
    Write
    • Contact Id
    • Contact Xref
    • Affiliate Code
    • User Id
    • User Email
    Action
    Write

Learn how to automate ChargeKeep on the Zapier blog

Learn how to automate Looping by Zapier on the Zapier blog

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About ChargeKeep
ChargeKeep is a Stripe and PayPal verified partner and easy-to-use recurring subscription and one-time payments system, with a powerful CRM.
Related categories
  • Payment Processing
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looping logo
About Looping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
Learn moreHelp
Related categories
  • Developer Tools
  • Zapier

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