Connect ChargeOver and CleverReach

Both apps 43ChargeOver 21CleverReach 22

• 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 Campaign

  Triggers when a new mailing campaign is created.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to a specified integration list.

• Trigger
  New Unsubscriber

  Triggers when any current subscriber unsubscribes from a specified list.

• Action
  Add attribute

  Create a global attribute.

• Action
  Add group

  Create a group (receiver list).

• Action
  Add mailing

  Create a mailing.

• Action
  Add Order Item

  Add a new order item for subscriber.

• Action
  Add subscriber tags

  Add tags to a receiver.

• Action
  Add/Update Subscriber

  Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.

• Action
  Delete group

  Delete a group (receiver list).

• Action
  Delete subscriber

  Delete a receiver from a group.

• Action
  Delete subscriber tags

  Remove tags from a receiver.

• Action
  Find Subscriber

  Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.

• Action
  Get group

  Get a group (receiver list) by id.

• Action
  Get mailing

  Get a mailing by id.

• Action
  Get subscriber

  Get a receiver by id or email.

• Action
  List attributes

  List attributes.

• Action
  List groups

  List all groups (receiver lists).

• Action
  List mailings

  List mailings.

• Action
  List subscribers

  List receivers in a group.

• Action
  Unsubscribe Email

  Unsubscribes an email address from a selected list.

• Action
  Update group

  Update a group (receiver list).

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