ChargeOver + Jotform

Create new ChargeOver customers from new Jotform submissions

Keep your customer information up-to-date with this efficient Jotform to ChargeOver workflow. Every time a new submission is made in Jotform, a customer profile is created in ChargeOver. This workflow ensures your customer profiles stay accurate and organized, saving you time and improving your efficiency.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create a Customer
Triggers when a new customer is added to ChargeOver.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
New Contact
Triggers when a new contact is added to ChargeOver.
Trigger
Instant
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New Customer
Triggers when a new customer is added to ChargeOver.
Trigger
Instant
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New Invoice
Triggers when a new Invoice is added to ChargeOver.
Trigger
Instant
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New Item (Product, Discount)
Triggers when a new item (product, discount) is added to ChargeOver.
Trigger
Instant
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- Filter By Quote Status
Trigger
Instant
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- Filter By Subscription Status
- Filter By Payment Method
- Filter By Payment Cycle
Trigger
Instant
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Transaction Status Changed
Triggers when a transaction status changes in ChargeOver.
Trigger
Instant
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Create a Customer
Create a new customer in ChargeOver.
Action
Write
Create an Invoice
Create a new Invoice in ChargeOver.
Action
Write
- Subscription ID #Required
- Cancellation Date
Action
Write
- Customer IDRequired
- Payment AmountRequired
Action
Write
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search

- DocumentRequired
Trigger
Polling
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- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Contact Was Updated
Triggers when a contact is updated in ChargeOver.
Trigger
Instant
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- Filter By Customer Status
Trigger
Instant
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- Filter By Invoice Status
Trigger
Instant
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New Quote
Triggers when a new quote is added to ChargeOver.
Trigger
Instant
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- Filter By Payment Method
- Filter By Payment Cycle
Trigger
Instant
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- Filter By Transaction Type
- Filter By Gateway Status
Trigger
Instant
Try It
Create a Contact
Create a new contact in ChargeOver.
Action
Write
- Customer IDRequired
Action
Write
Create a Quote
Create a new quote in ChargeOver.
Action
Write
Create a Subscription
Create a new subscription in ChargeOver.
Action
Write
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search

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!

Learn more

Related categories

Payment Processing

Similar apps

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

ChargeOver + Jotform

Create new ChargeOver customers from new Jotform submissions

New Submission

Assign Form

Create Submission

New Contact

New Customer

New Invoice

New Item (Product, Discount)

Quote Status Changed

Subscription Status Changed

Transaction Status Changed

Create a Customer

Create an Invoice

Cancel a Subscription

Attempt a Payment

Find Customer

Find Item (Product, Discount)

Find Subscription

New Signed Document

Assign Prefilled Form

API Request (Beta)

Contact Was Updated

Customer Was Updated

Invoice Status Changed

New Quote

New Subscription

New Transaction (Payments, Refunds, Credits)

Create a Contact

Update a Customer

Create a Quote

Create a Subscription

Find Contact

Find Invoice

Find Quote

Find Transaction

About ChargeOver

Related categories

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Cheddar

About Jotform

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