Connect Salescaptain and CPACharge to power AI-driven automation

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Choose a Trigger

Choose an Action

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How Zapier works

Zapier makes it easy to integrate Salescaptain with CPACharge - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "SalesCaptain Gmail Trigger" from Salescaptain.

Add your action

An action happens after the trigger—such as "Create Charge" in CPACharge.

You’re connected!

Zapier seamlessly connects Salescaptain and CPACharge, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Company id
  Required
Trigger
Instant
Try It
- Company Id
  Required
Trigger
Instant
Try It
- Name
- Phone
- Email
Action
Write
- Full Name
  Required
- Email
- Phone Numer
- Description
Action
Write
- First Name
- Last Name
- Phone
- Email
- Current Milestone
Action
Write

- Name
- Phone
- Email
Action
Write
- Order Number
- Phone Number
- Amount
- name
Action
Write

Events
Triggers when new CPACharge webhook events are created.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- External Source ID
- Email Address
  Required
Action
Write
- Deposit Account ID
  Required
- First Name
- Last Name
- Email Address
  Required
- Quick Bill Amount
  Required
Action
Write
- Contact_id
- Source_id
Action
Search
- ContactId
  Required
Action
Search

- Company Id
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Phone Number
  Required
- Email
- Message
- Tags
- Custom field 1 name
- Custom field 1 value
- Custom field 2 name
- Custom field 2 value
Action
Write
- Name
- Phone
- Email
Action
Write
- First Name
  Required
- Last Name
- Phone Number
- Email
- Tags
- Date and Time
- Custom Field 1
- Custom Field 2
Action
Write
- First Name
- Last Name
- Phone number
- Email
Action
Write
- Summary
- Creator Email
- Organizer Email
- Event Begins
- Attendees
- Hangout Link
- Attendee Emails
- Start Time Pretty
- End Time
- End Time Pretty
Action
Write
- First Name
  Required
- Last Name
- Phone number
  Required
- Email
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Tags
Action
Write
- Amount
  Required
- Payment Method
  Required
- Reference
- Account ID
Action
Write
- Contact Id
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Amount in Cents
  Required
Action
Write
- Custom_query
- Source_id
- Display_name
- Preferred_email
Action
Search

For AI agents & developers

Use Salescaptain and CPACharge with AI agents and code

Beyond Zap workflows. Call Salescaptain and CPACharge actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salescaptain and CPACharge actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add or Update Contact
Create Charge

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salescaptain and CPACharge actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salescaptain / cpacharge action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Salescaptain and CPACharge to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Salescaptain to CPACharge integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Salescaptain

SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.

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Related categories

Sales & CRM

About CPACharge

CPACharge, the payment solution thousands of CPA's, EA's and accountants love.