ChargeOver + Jotform

ChargeOver + Jotform integrations

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 SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create a CustomerTriggers when a new customer is added to ChargeOver.
ActionWrite

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More things you can do with Jotform and ChargeOver

Discover other triggers and actions you can use with Jotform and ChargeOver

- Form
  Required
Trigger
Instant
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- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
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 ID
  Required
- Payment Amount
  Required
Action
Write
- Find...
  Required
- That equals...
  Required
Action
Search
- Find...
  Required
- That equals...
  Required
Action
Search
- Find...
  Required
- That equals...
  Required
Action
Search

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
Try It
- Filter By Transaction Type
- Filter By Gateway Status
Trigger
Instant
Try It
Create a Contact
Create a new contact in ChargeOver.
Action
Write
- Customer ID
  Required
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 moreLearn moreHelpHelp

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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 moreLearn moreHelpHelp

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