Docupilot + Chargify Integrations

How to connect Docupilot + Chargify

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Supported triggers and actions

What does this mean?

- DocumentRequired
- Provide Download URL Link?
  If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
Action
Write
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- Event TriggerRequired
Trigger
Scheduled
Try It
- Type of discountRequired
- Product FamilyRequired
- NameRequired
- CodeRequired
  This is the code that your subscribers will use to receive a discount for products or services. Learn more
- DescriptionRequired
- Allow Negative Balance
- Recurring
- End Date
- Stackable
  A stackable coupon can be combined with other stackable coupons on a subscription.
- Compounding Strategy
- Restricted Products
- Restricted Components
Action
Write
- ProductRequired
- NameRequired
- Handle
  Must begin with a letter and contain only lowercase letters, numbers, dashes and underscores.
- Price In CentsRequired
- IntervalRequired
  An interval can be defined as a number of days or months, and is counted from the day that a subscription is first created for this product. Learn more
- 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
- Email
- Id
- Organization
Action
Search

- Product Family Id
  Please provide at least one search field
- Product Family Name
  Please provide at least one search field
- Product Family Description
  Please provide at least one search field
Action
Search
- EmailRequired
- Id
- Organization
- First Name
- Last Name
- Cc Emails
- Reference
  This value must be unique to this customer
- Address
- Address 2
- City
- State
  Chargify requires that you use the ISO Standard State codes when formatting state attribute of the customer.
- Zip
- Country
  Chargify requires that you use the ISO Standard Country codes when formatting state attribute of the customer.
- Phone
Action
Search or write

New Customer
Triggers when a customer is added.
Trigger
Scheduled
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
Try It
Updated Subscription
Triggers when a subscription is updated.
Trigger
Scheduled
Try It
- First Name
- Last Name
- EmailRequired
- Cc Emails
- Organization
- Reference
  This value must be unique to this customer
- Address
- Address 2
- City
- State
  Chargify requires that you use the ISO Standard State codes when formatting state attribute of the customer.
- Zip
- Country
  Chargify requires that you use the ISO Standard Country codes when formatting state attribute of the customer.
- Phone
Action
Write
- ProductRequired
- CustomerRequired
  Some products require a payment profile for to create a subscription.
- Payment Profile
- Ref
- Coupon Code
- Payment Collection Method
- Receives Invoice Emails
- Net Terms
Action
Write
- Product Family IdRequired
- Include Archived
Action
Search
- Product Id
  Please provide at least one search field
- Product Name
  Please provide at least one search field
- Product Description
  Please provide at least one search field
Action
Search
- Subscription IdRequired
Action
Search
- Subscription IdRequired
- ProductRequired
- CustomerRequired
  Some products require a payment profile for to create a subscription.
- Payment Profile
- Ref
- Coupon Code
- Payment Collection Method
- Receives Invoice Emails
- Net Terms
Action
Search or write

How Docupilot + Chargify Integrations Work

Step 1: Authenticate Docupilot and Chargify.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Docupilot + Chargify

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

Learn more

Related categories

Documents

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

Related categories

Payment Processing

Similar apps

Recurly

Payment Processing

Chargebee

Payment Processing

MoonClerk

Payment Processing

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Docupilot + Chargify Integrations

How to connect Docupilot + Chargify

Connect your apps and automate workflows

Create Document

Provide Download URL Link?

New Invoice

New Subscription State

Event TriggerRequired

Create Coupon

Type of discountRequired

Product FamilyRequired

NameRequired

CodeRequired

DescriptionRequired

Allow Negative Balance

Recurring

End Date

Stackable

Compounding Strategy

Restricted Products

Restricted Components

Create Product Price Point

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

Update Subscription

SubscriptionRequired

Product

Receives Invoice Emails

Next Billing Date

Net Terms

Find a Customer

Email

Id

Organization

Find a Product Family

Product Family Id

Product Family Name

Product Family Description

Find customer

EmailRequired

Id

Organization

First Name

Last Name

Cc Emails

Reference

Address

Address 2

City

State

Zip

Country

Phone

New Customer

New Subscription

Updated Subscription

Create Customer

First Name

Last Name

EmailRequired

Cc Emails

Organization

Reference

Address

Address 2

City

State

Zip