Connect ChargeOver and Circleback

Both apps 47ChargeOver 21Circleback 26

• 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 Action Item

  Triggers when a new action item is created in your Circleback meetings.

• Trigger
  New Meeting

  Triggers when a new meeting appears in your Circleback account.

• Action
  Create Action Item

  Creates a Circleback action item owned by you.

• Action
  Create Folder

  Creates a shared Circleback folder in a workspace.

• Action
  Create Tag

  Creates a Circleback tag.

• Action
  Delete Action Item

  Deletes a Circleback action item.

• Action
  Delete Folder

  Deletes a shared Circleback folder; its meetings stay with their owners.

• Action
  Delete Meeting

  Deletes a Circleback meeting you own.

• Action
  Delete Tag

  Permanently deletes a Circleback tag and removes it from every meeting.

• Action
  Get Company

  Returns a company by its domain, with its people and external links.

• Action
  Get Folder

  Returns a Circleback folder with its members, teams and rules.

• Action
  Get Meeting

  Returns a Circleback meeting with its notes, attendees, recording link and action items.

• Action
  Get Meeting Transcript

  Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment.

• Action
  Get Person

  Returns a person by profile ID with their profile details.

• Action
  Import Meeting

  Imports an existing meeting into Circleback with its name and notes.

• Action
  List Action Items

  Returns action items across your Circleback meetings, optionally filtered by status.

• Action
  List Calendar Events

  Returns upcoming events from your calendars connected to Circleback.

• Action
  List Companies

  Returns the companies whose people attend your Circleback meetings.

• Action
  List Folders

  Returns the Circleback folders you can see.

• Action
  List Meetings

  Returns a page of your Circleback meetings.

• Action
  List People

  Returns the people who attend your Circleback meetings, most recent first.

• Action
  List Tags

  Returns every Circleback tag available to you.

• Action
  Search Meetings

  Searches your Circleback meetings by name and content.

• Action
  Update Action Item

  Updates a Circleback action item's title, description or status.

• Action
  Update Meeting

  Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same.

• Action
  Update Tag

  Updates a Circleback tag's name or description.

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