Connect ChargeOver and Chatter

Both apps 42ChargeOver 21Chatter 21

• Trigger
  Contact Was Updated

  Triggers when a contact is updated in ChargeOver.

• Action
  Add item

  Create an item (product or discount).

• Action
  Add note

  Add a note to a customer, invoice, etc.

• Action
  Add Transaction

  records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record.

• Action
  Cancel a Subscription

  Cancel an existing subscription in ChargeOver.

• Action
  Create a Contact

  Create a new contact in ChargeOver.

• Action
  Create a Customer

  Create a new customer in ChargeOver.

• Action
  Create an Invoice

  Create a new Invoice in ChargeOver.

• Action
  Create a Subscription

  Create a new subscription in ChargeOver.

• Action
  Delete Item

  deletes an item (product/discount) by id.

• Action
  Find Contact

  Finds an existing contact by a specified field.

• Action
  Find Customer

  Finds an existing customer by a specified field.

• Action
  Find Item (Product, Discount)

  Finds an existing item (product, discount) by a specified field.

• Action
  Find Subscription

  Finds an existing subscription by a specified field.

• Action
  List Notes

  Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID.

• Action
  Update a Customer

  Update a existing customer in ChargeOver.

• Action
  Update contact

  Update a user/contact.

• Action
  Update invoice

  Update an invoice.

• Action
  Update item

  Update an item.

• Action
  Update subscription

  Update a subscription (package).

• Action
  Void Transaction

  marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status.

• Trigger
  New Group

  Triggers when a new Chatter group is created in the org.

• Trigger
  New Post

  Triggers when a new post appears in the authenticated user's news feed.

• Action
  Add group

  Creates a new Chatter group with a name, visibility and optional description and settings.

• Action
  Add Member to Group

  Add a user as a member of a Chatter group.

• Action
  Create Post

  Create a new Chatter feed post on a user's profile feed (defaults to the authenticated user).

• Action
  Create Post in Group

  Create a new Chatter feed post in the specified group.

• Action
  Delete comment

  Deletes a comment from a Chatter post.

• Action
  Delete group

  Deletes a Chatter group.

• Action
  Delete post

  Deletes a Chatter post (feed element).

• Action
  Find users by name

  Returns the Chatter users whose names match the search text.

• Action
  Get group

  Returns the details of a Chatter group, including its name, description, visibility, owner and member count.

• Action
  Get My User Info

  Get profile information for the authenticated Chatter user.

• Action
  Get user

  Returns a Chatter user's profile details, such as name, title, company, photo and follower counts.

• Action
  Like Feed Element

  Like a Chatter feed element (post).

• Action
  List group members

  Returns the members of a Chatter group, with each member's role and user details.

• Action
  List Groups

  List the Chatter groups in the org.

• Action
  Post Comment

  Add a comment to an existing Chatter feed element (post).

• Action
  Remove member from group

  Removes a member from a Chatter group by deleting their group membership.

• Action
  Search Feed

  Search Chatter feed elements matching a text query.

• Action
  Update group

  Updates a Chatter group's name, description, information section, visibility, owner, archive and broadcast settings. Only the values you fill in are changed.

• Action
  Update post

  Edits the text of an existing Chatter post.

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