Connect ChargeDesk and Mixmax

Both apps 27ChargeDesk 14Mixmax 13

• 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 message sent

  Triggers when a Mixmax message (email) has been sent. Draft, scheduled and failed messages are skipped.

• Action
  Add contact

  Creates a Mixmax contact, or updates your existing contact with the same email address.

• Action
  Add sequence recipient

  Adds a recipient to a Mixmax sequence and starts sending the sequence to them, and returns whether they were added.

• Action
  Add unsubscribe

  Adds one or more email addresses to your Mixmax unsubscribe list, or your workspace's list if you belong to one, so sequences stop sending to them.

• Action
  Find sequences by name

  Returns the Mixmax sequences whose name matches the text you supply.

• Action
  Get message

  Returns one Mixmax message by its ID, including its recipients, subject, tracking settings and send status. An error occurs if the message is not found.

• Action
  List calls

  Returns calls placed with the Mixmax Dialer, newest first, optionally filtered to calls with or without recordings or widened to the whole workspace.

• Action
  List contacts

  Returns the contacts you own in Mixmax, newest first, optionally filtered by a search on name, email, group or Salesforce account.

• Action
  List messages

  Returns your Mixmax messages (drafts, scheduled, sent, or failed), newest first.

• Action
  List sequence recipients

  Returns the recipients that were added to a Mixmax sequence, with each recipient's state and per-stage activity.

• Action
  List sequences

  Returns the Mixmax sequences you can access, optionally filtered by name or folder.

• Action
  List tasks

  Returns the Mixmax tasks (email, call, LinkedIn and to-do) visible to the connected user, optionally filtered and sorted.

• Action
  List templates

  Returns the email templates you can access in Mixmax, optionally filtered by name, subject, folder or owner.

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