Connect ChargeDesk to Surefire Local Platform

Both apps 31ChargeDesk 14Surefire Local Platform 17

• 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
  Add backlink

  Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced.

• Action
  Add client

  Creates a new client in Surefire Local with its business contact details and enabled services.

• Action
  Add group

  Creates a new group in Surefire from an existing client, recording the user who created it.

• Action
  Add message

  Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft.

• Action
  Add order

  Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing.

• Action
  Add review comment

  Adds a reply comment to a Yext review for a location.

• Action
  Create Lead

  Creates a lead (customer contact) for a client location in Surefire Local.

• Action
  Get message

  Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as.

• Action
  List backlinks

  Returns all the saved backlinks of a client, with each backlink's source, link and referenced date.

• Action
  List groups

  Returns the client groups in the account, optionally filtered by national client or group client.

• Action
  List leads activity

  Returns the lead activity (calls, chats, form fills and other lead events) recorded for a location, optionally filtered by date range, status, activity type, channel and tags.

• Action
  List orders

  Returns the orders placed for a client.

• Action
  List tags

  Returns all tags defined for a Surefire location.

• Action
  List users

  Returns the list of active users, optionally filtered to one client.

• Action
  List Yext reviews

  Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range.

• Action
  Update client

  Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed.

• Action
  Update message

  Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire.

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