ChargeOver + LeadConnector

Add new ChargeOver customers to LeadConnector as updated contacts

Stay on top of your customer relations with this seamless workflow. When a new customer is added in ChargeOver, their information will be promptly updated or added as a contact in LeadConnector. This ensures your customer data stays current across both platforms, enhancing efficiency and customer management.

When this happens...
New Customer
Triggers when a new customer is added to ChargeOver.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is added to ChargeOver.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added to ChargeOver.
Trigger
Instant
Try It
New Invoice
Triggers when a new Invoice is added to ChargeOver.
Trigger
Instant
Try It
New Item (Product, Discount)
Triggers when a new item (product, discount) is added to ChargeOver.
Trigger
Instant
Try It
- Filter By Quote Status
Trigger
Instant
Try It

- Filter By Subscription Status
- Filter By Payment Method
- Filter By Payment Cycle
Trigger
Instant
Try It
Transaction Status Changed
Triggers when a transaction status changes in ChargeOver.
Trigger
Instant
Try It

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
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Contact Was Updated
Triggers when a contact is updated in ChargeOver.
Trigger
Instant
Try It
- Filter By Customer Status
Trigger
Instant
Try It
- Filter By Invoice Status
Trigger
Instant
Try It
New Quote
Triggers when a new quote is added to ChargeOver.
Trigger
Instant
Try It
- 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 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

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 Help

Related categories

Payment Processing

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

ChargeOver + LeadConnector

Add new ChargeOver customers to LeadConnector as updated contacts

New Contact

New Customer

New Invoice

New Item (Product, Discount)

Quote Status Changed

Filter By Quote Status

Subscription Status Changed

Filter By Subscription Status

Filter By Payment Method

Filter By Payment Cycle

Transaction Status Changed

Create a Customer

Create an Invoice

Cancel a Subscription

Cancellation Date

Attempt a Payment

Customer IDRequired

Payment AmountRequired

Find Customer

Find...Required

That equals...Required

Find Item (Product, Discount)

Find...Required

That equals...Required

Find Subscription

Find...Required

That equals...Required

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Country

Postal Code

Tags (comma delimited string for multiple tags)

Source

Mark as LeadRequired

Notes

Select PipelineRequired

Select StageRequired

Assign to User

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name

Full Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Contact Was Updated

Customer Was Updated

Filter By Customer Status

Invoice Status Changed

Filter By Invoice Status

New Quote

New Subscription

Filter By Payment Method

Filter By Payment Cycle

New Transaction (Payments, Refunds, Credits)

Filter By Transaction Type

Filter By Gateway Status

Create a Contact