Connect ChargeOver and Cognito Forms

Both apps 33ChargeOver 21Cognito Forms 12

• 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 Entry

  Triggers when a new entry is submitted to the selected form.

• Trigger
  Updated Entry

  Triggers when an entry on the selected form is updated.

• Action
  Create Entry

  Creates a new entry on a Cognito Forms form with the field values you supply.

• Action
  Delete Entry

  Deletes an entry from a Cognito Forms form.

• Action
  Get Document

  Generates and returns a document for a form entry from one of the form's document templates, including a link to download the file.

• Action
  Get Entry

  Returns a single entry from a Cognito Forms form, including all of its field values.

• Action
  Get Form Entries

  Returns the entries submitted to a form, with each entry's field values.

• Action
  Get form fields

  Returns the list of fields defined on a Cognito Forms form, including each field's name, type and settings.

• Action
  Get form schema

  Returns the JSON schema of a form, describing each of its fields and their types.

• Action
  List forms

  Returns all forms in your Cognito Forms organization, with each form's id and name.

• Action
  Set Form Availability

  Sets when a form is open for submissions: the date it opens, the date it closes, and the message shown while it is unavailable.

• Action
  Update Entry

  Updates an existing entry on a form, changing only the field values you supply.

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