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chargewood + Trello integrations
Create Trello cards for new chargewood disputes
Disputes arrive one at a time and stack up invisibly until several fall due in the same week. When a new dispute opens in chargewood, a Trello card is created with the customer, the amount, and the reason code, and the card's due date is set to the evidence deadline. Your board then shows every open dispute and how much time each one has left, so the ones closest to expiring are obvious without opening anything.
- When this happens...New DisputeTriggers when a new dispute arrives — the moment to go and fetch everything your other tools know about that customer.
- automatically do this!Create CardAdds a new card on a specific board and list.
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More things you can do with chargewood and Trello
Discover other triggers and actions you can use with chargewood and Trello
- Include test-mode disputes
Try ItTriggerInstant- Include test-mode disputes
Try ItTriggerInstant- TitleRequired
- Details
- What kind of record is this?Required
- Which tool did it come from?
- When did it happen?
- Dispute ID
- Transaction reference
- Order number
- Customer email
- Record ID in the source tool
- Link back to the original
ActionWrite- New Board
Triggers when a new board is added.
Try ItTriggerPolling
- Include test-mode disputes
Try ItTriggerInstant- What happenedRequired
- Customer email
- Your own customer ID
- When
- Page or screen
- Event ID
ActionWrite- Transaction reference
- Order number
- Customer email
ActionSearch- Board ID
- List ID
- Filter
Try ItTriggerPolling
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