Connect ChargeDesk and Pro-Ledger to unlock the power of automation

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Quickly connect ChargeDesk to Pro-Ledger with a Zapier template.

Our most popular template

Record new ChargeDesk payments in Pro-Ledger
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ChargeDesk + Pro-Ledger

Record new ChargeDesk payments in Pro-Ledger

Details

Try it

ChargeDesk + Pro-Ledger

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate ChargeDesk with Pro-Ledger - 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 "Agent Log Created" from ChargeDesk.

Add your action

An action happens after the trigger—such as "Create a Record" in Pro-Ledger.

You’re connected!

Zapier seamlessly connects ChargeDesk and Pro-Ledger, 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.

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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- Amount
  Required
- Currency
  Required
- Description
- Contact
- Customer ID
- Product ID
- Using
Action
Write

- Customer ID
- Email
- Name
- Username
Action
Search

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 ID
  Required
- When
- Refund
Action
Write
- Query
- Customer ID
- Customer Email
- Status
- Count
Action
Search
- Rec
  Required
- Transaction Type
  Required
- Class
  Required
- Category
  Required
- Subcategory
- Account
  Required
- Record Description
- Amount
  Required
- Amount Unit
  Required
- Taxes
- Tax Options
  Required
- Source
  Required
Action
Write

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Connect ChargeDesk and Pro-Ledger 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 ChargeDesk to Pro-Ledger integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

HelpHelp

Related categories

Customer Support

About Pro-Ledger

Pro-Ledger is an easy & inexpensive cloud-based bookkeeping software for sole proprietors, professionals & freelancers.

HelpHelp

Related categories

Accounting

Connect ChargeDesk and Pro-Ledger to unlock the power of automation

Set up your first integration

Record new ChargeDesk payments in Pro-Ledger

Record new ChargeDesk payments in Pro-Ledger

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect ChargeDesk and Pro-Ledger to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect ChargeDesk to Pro-Ledger on the world's largest no-code automation platform