Connect ChargeOver and Cometly

Both apps 38ChargeOver 21Cometly 17

• 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 Contact

  Triggers when a new contact appears in Cometly.

• Action
  Attach Contact to Company

  Attaches a Cometly contact to a company.

• Action
  Create Contact

  Creates a contact in Cometly with an email address and optional name, phone and location.

• Action
  Delete Contact PII

  Deletes a Cometly contact's personal data (privacy request).

• Action
  Delete Event

  Deletes a Cometly conversion event.

• Action
  Detach Contact from Company

  Removes the company from a Cometly contact.

• Action
  Find Contact by Email

  Finds a Cometly contact by email address.

• Action
  Get Company

  Returns one Cometly company by its ID.

• Action
  Get Contact

  Returns one Cometly contact by its ID, with emails, names, phones and custom fields.

• Action
  Get Event

  Returns one Cometly conversion event by its ID.

• Action
  List Companies

  Returns a page of Cometly companies.

• Action
  List Contacts

  Returns a page of Cometly contacts.

• Action
  List Events

  Returns Cometly conversion events that happened between a start and end date.

• Action
  Send Event

  Sends a conversion event (such as a purchase or lead) to Cometly for attribution, matched to a contact by email or tracking token.

• Action
  Update Company

  Updates a Cometly company's name, domain or external ID.

• Action
  Update Contact

  Updates a Cometly contact's email, name, phone or location.

• Action
  Update Event

  Updates the revenue amount of a Cometly conversion event.

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