ChargeOver + Slack

Send direct messages in Slack for new subscriptions in ChargeOver

Streamline your business communication with this seamless workflow. When a new quote arises in ChargeOver, a corresponding notification is instantly sent to a designated channel in Slack. This facilitates real-time updates on quotation progress, encouraging active team engagement and discussion. Minimize manual tasks and keep everyone abreast of incoming quotes with this convenient workflow.

When this happens...
New Subscription
Triggers when a new subscription is added to ChargeOver.
TriggerInstant
automatically do this!
Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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
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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
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
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

Contact Was Updated
Triggers when a contact is updated in ChargeOver.
Trigger
Instant
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- 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
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
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 Help

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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

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ChargeOver + Slack

Send direct messages in Slack for new subscriptions in ChargeOver

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

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

ChannelRequired

Trigger for Bot Messages?

New File

Channel

User Name

Shared

New Message Posted to Private Channel

ChannelRequired

Trigger for Bot Messages?

New Reaction Added

Reaction

Channel

User

New User

Invite User To Channel

ChannelRequired

UsersRequired

Send Direct Message

Send Multi Message

Message TextRequired

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

Send Private Channel Message

ChannelRequired

Message TextRequired

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

File

Thread

Send Channel Message?

Update Profile