Chargify + Salesforce

Update and find subscriptions in Chargify for new Salesforce records

If you find yourself manually syncing Salesforce records to Chargify, then this is the integration for you. Whenever new records are created in Salesforce, then its matching subscriptions are found in Chargify and subsequently updated with details from the records. This can be particularly useful for syncing account/contact IDs to merchant/subscription reference ID fields.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this...
Find a Subscription
Finds a subscription.
ActionSearch
then do this!
Update Subscription
Updates an existing subscription.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
New Customer
Triggers when a customer is added.
Trigger
Scheduled
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New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
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Updated Subscription
Triggers when a subscription is updated.
Trigger
Scheduled
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- First Name
- Last Name
- EmailRequired
- Cc Emails
- Organization
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Write
- ProductRequired
- CustomerRequired
- Payment Profile
- Ref
- Coupon Code
- Payment Collection Method
- Receives Invoice Emails
- Net Terms
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Email
- Id
- Organization
Action
Search
- Product Family Id
- Product Family Name
- Product Family Description
Action
Search
- EmailRequired
- Id
- Organization
- First Name
- Last Name
- Cc Emails
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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- Event TriggerRequired
Trigger
Scheduled
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- Type of discountRequired
- Product FamilyRequired
- NameRequired
- CodeRequired
- DescriptionRequired
- Allow Negative Balance
- Recurring
- End Date
- Stackable
- Compounding Strategy
- Restricted Products
- Restricted Components
Action
Write
- ProductRequired
- NameRequired
- Handle
- Price In CentsRequired
- IntervalRequired
- Interval UnitRequired
- Trial Price In Cents
- Trial Interval
- Trial Interval Unit
- Trial Type
- Initial Charge In Cents
- Initial Charge After Trial
- Expiration Interval
- Expiration Interval Unit
Action
Write
- SubscriptionRequired
- Product
- Receives Invoice Emails
- Next Billing Date
- Net Terms
Action
Write
- Product Family IdRequired
- Include Archived
Action
Search
- Product Id
- Product Name
- Product Description
Action
Search
- Subscription IdRequired
Action
Search
- Subscription IdRequired
- ProductRequired
- CustomerRequired
- Payment Profile
- Ref
- Coupon Code
- Payment Collection Method
- Receives Invoice Emails
- Net Terms
Action
Search or write

About Chargify

Chargify is a Recurring Billing and Subscription Management tool platform that's designed to remove billing bottlenecks and give teams the speed and flexibility to grow faster.

Learn more