ChargeDesk + Microsoft Outlook

Send an email in Microsoft Outlook when new payment requests are made in ChargeDesk

Effortlessly manage your financial communications with this smooth workflow. As soon as a payment request is initiated in ChargeDesk, an email is dispatched from your Microsoft Outlook account. This process enables timely communication with your customers, reducing the task of manually sending emails. Simplify your transactions and stay organized with this streamlined process.

When this happens...
Request Paid
Triggers when a payment request is successfully paid by a customer.
TriggerInstant
automatically do this!
Send Email
Send an email from your Outlook account.
ActionWrite

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Supported triggers and actions

Agent Log Created
Triggers when a new Agent Log is created.
Trigger
Instant
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Charge Created
Triggers when a new charge is created or imported.
Trigger
Instant
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Charge Updated
Triggers when a charge is updated.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Subscription Canceled
Triggers when a subscription is canceled or unpaid.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated.
Trigger
Instant
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- AmountRequired
- CurrencyRequired
- Description
- Contact
- Customer ID
- Product ID
- Using
Action
Write

- Customer ID
- Email
- Name
- Username
Action
Search
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Polling
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- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
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- Calendar
Trigger
Polling
Try It
- Email IDRequired
- CategoriesRequired
- Mark as Read
Action
Write
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- EventRequired
Action
Write
- Email IDRequired
- Destination FolderRequired
Action
Write
- Draft Email IDRequired
- Send From
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Charge Failed
Triggers when a charge fails.
Trigger
Instant
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Request Paid
Triggers when a payment request is successfully paid by a customer.
Trigger
Instant
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Customer First Paid
Triggers when a customer makes their first payment.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Subscription Created
Triggers when a new subscription is created.
Trigger
Instant
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- Subscription IDRequired
- When
- Refund
Action
Write
- Query
- Customer ID
- Customer Email
- Status
- Count
Action
Search
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
Try It
- Parent FolderRequired
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact to DeleteRequired
Action
Write
- Email IDRequired
- To RecipientsRequired
- Comment
- Send From
Action
Write
- Email IDRequired
- Comment
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search
- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
Action
Search

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

Related categories

Customer Support

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn more

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ChargeDesk + Microsoft Outlook

Send an email in Microsoft Outlook when new payment requests are made in ChargeDesk

Agent Log Created

Charge Created

Charge Updated

Customer Created

Subscription Canceled

Subscription Updated

Request Payment

Find Customer

Cancelled Calendar Event

New Calendar Event

New Email

New Flagged Email

Updated Calendar Event

Add Category to Email

Create Contact

Create Draft Reply

Delete Event

Move Email to Folder

Send Draft Email

Update Calendar Event

API Request (Beta)

Find Contacts

Find Emails in Specific Folder

Find or Create Contact

Charge Failed

Request Paid

Customer First Paid

Customer Updated

Subscription Created

Cancel Subscription

Find Charge

Calendar Event Start

New Attachment

New Contact

New Email Matching Search

New Message in Folder

Add Attendees to Calendar Event

Create Event

Create Draft Email

Delete Contact

Forward Email

Reply to Email

Send Email

Update Contact

Find Calendar Events

Find Emails

Get Calendar Events in Date Range

About ChargeDesk

Related categories

About Microsoft Outlook

Related categories

Similar apps

Gmail

Zoho Mail