Connect ChargeDesk to Paperform

Both apps 39ChargeDesk 14Paperform 25

• 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
  Cancel Papersign Document

  Cancels a Papersign document that is still in progress, so no one can sign it any more.

• Action
  Create Form Coupon

  Creates a discount coupon on a Paperform form, as a dollar amount or a percentage, with an optional expiry date.

• Action
  Create Form Product

  Adds a product to a products field on a Paperform form, with its price, SKU and stock limits.

• Action
  Create Papersign Document Signing Link

  Creates a private signing link for one signer on a Papersign document, so you can send it yourself instead of relying on Papersign's emails. The link lasts a week and replaces any earlier link for that signer.

• Action
  Create Space

  Creates a Papersign space to organise documents, and optionally opens it to your team.

• Action
  Delete Form Coupon

  Deletes a discount coupon from a Paperform form so it can no longer be used.

• Action
  Delete Form Partial Submission

  Deletes a partial (unfinished) form submission from Paperform.

• Action
  Delete Form Product

  Removes a product from a Paperform form using its SKU.

• Action
  Delete Form Submission

  Deletes a form submission from Paperform.

• Action
  Download Papersign Document

  Gets a temporary download link for the signed PDF of a completed Papersign document. Pass the link to any step that fetches or attaches a file.

• Action
  Find Form

  Finds one Paperform form by searching its title, and returns the best match.

• Action
  Find Form Field

  Finds a field on a Paperform form by name and returns its key, title and type.

• Action
  Find Form Product

  Finds a product on a Paperform form by name and returns its SKU, price and stock.

• Action
  Find Papersign Document

  Finds one Papersign document by name, state, folder or the submission it came from, and returns the most recent match.

• Action
  Find Space

  Finds a Papersign space by name and returns its ID and root folder.

• Action
  List Papersign Documents

  Lists Papersign documents, optionally narrowed by name, state or folder.

• Action
  Move Papersign Document

  Moves a Papersign document into another folder or space, and can rename it at the same time.

• Action
  Send Papersign Document

  Sends a Papersign document out for signature, with the signers, invitation message and expiry you choose.

• Action
  Update Form

  Updates a Paperform form's name, description, web address or space, and can switch the form off. Anything left blank keeps its current value.

• Action
  Update Form Coupon

  Updates a discount coupon on a Paperform form. Anything left blank keeps its current value.

• Action
  Update Form Fields

  Updates a question on a Paperform form — its title, helper text, placeholder, key, or whether it is required. Anything left blank keeps its current value.

• Action
  Update Form Product

  Updates a product on a Paperform form — its name, price, stock or order limits. Anything left blank keeps its current value.

• Action
  Update Form Product Available Quantity

  Sets how many of a product are still available to sell on a Paperform form.

• Action
  Update Form Product Sold

  Sets how many of a product have been sold on a Paperform form.

• Action
  Update Space

  Renames a Paperform space.

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