Connect ChargeDesk to JobTread

Both apps 35ChargeDesk 14JobTread 21

• 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.

• Action
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Job

  Updates an existing job in JobTread, such as its name, number, description or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

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