Connect ChargeDesk and Gleantap

Both apps 32ChargeDesk 14Gleantap 18

• Trigger
  Charge Created

  Triggers when a new charge is created or imported in ChargeDesk.

• Trigger
  Charge Failed

  Triggers when a charge in ChargeDesk has failed.

• Trigger
  Customer Created

  Triggers when a new customer is added in ChargeDesk.

• Trigger
  Subscription Created

  Triggers when a new subscription is added in ChargeDesk.

• Action
  Add product

  Creates a new product in ChargeDesk, used to group charges for the same type of sale, and returns the created product.

• Action
  Add subscription

  Adds a subscription record to ChargeDesk for a customer. This records the subscription in ChargeDesk only and does not create a live subscription on your payment gateway.

• Action
  Cancel Subscription

  Marks a ChargeDesk subscription record as canceled.

• Action
  Create Charge

  Records a charge made outside ChargeDesk (it does not charge the card), so support agents and customers can see it.

• Action
  Create Customer

  Creates a customer in ChargeDesk so their charges are grouped together.

• Action
  Find Charge

  Finds ChargeDesk charges matching search text, status, customer or transaction ID.

• Action
  Find Customer

  Finds ChargeDesk customers matching an ID, email address or name.

• Action
  Find subscriptions

  Returns the subscriptions in ChargeDesk matching a customer and/or creation date range.

• Action
  Update charge

  Updates an existing ChargeDesk charge record with new amount, status, customer or description details, and returns the updated charge.

• Action
  Update customer

  Updates the details stored for an existing ChargeDesk customer and returns the updated customer.

• Trigger
  New Contact

  Triggers when a new contact is added in Gleantap.

• Action
  Add Contact Event

  Records an event (such as a purchase or class check-in) on a Gleantap contact.

• Action
  Add Customer

  Creates a contact (lead or customer) in Gleantap, or updates the existing contact with the same email.

• Action
  Add tag

  Creates a tag in Gleantap, or returns the existing tag when one with the same name already exists.

• Action
  Delete Contact

  Deletes a Gleantap contact (a soft delete that removes it from the dashboard, segments and sends).

• Action
  Enroll contact in flow

  Enrolls a contact into a Gleantap flow, starting the flow's steps (including its messages) for that contact. Returns the new flow run.

• Action
  Find Contact by Email

  Finds the Gleantap contact with the given email address.

• Action
  Get Contact

  Returns one Gleantap contact by its ID.

• Action
  List campaigns

  Returns the campaigns in a Gleantap workroom, optionally filtered by status or channel.

• Action
  List contacts

  Returns contacts in a Gleantap workroom, optionally filtered by email, phone, tags, lifecycle stage, location, consent or creation date.

• Action
  List segments

  Returns the segments (static and dynamic contact lists) in a Gleantap workroom, optionally filtered by type, name or creation date.

• Action
  List tags

  Returns the tags in a Gleantap workroom with how many contacts carry each one.

• Action
  Opt in contact

  Records a contact's marketing consent (opt-in) for SMS or email, with optional source and timestamp evidence. Returns the updated contact.

• Action
  Opt out contact

  Records that a Gleantap contact has opted out of SMS, email, or all marketing channels, and returns the updated contact.

• Action
  Remove contact from segment

  Removes a contact from a static segment in Gleantap.

• Action
  Send email

  Sends a single transactional or marketing email to one Gleantap contact, using a template or your own subject and body.

• Action
  Send SMS

  Sends a transactional SMS to one Gleantap contact.

• Action
  Update Customer

  Updates an existing Gleantap contact. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.