Connect ChargeOver and Corymbus

Both apps 32ChargeOver 21Corymbus 11

• 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 Activity

  Triggers when a new activity is created in Corymbus, optionally limited to activities linked to a given account, contact or opportunity, or owned by a given user.

• Trigger
  New Contact

  Triggers when a new contact is created in Corymbus, optionally limited to contacts matching a name, account, activity, opportunity, group or owner.

• Action
  Add activity

  Creates a new activity (task, call, meeting, note or email) in Corymbus and returns the created activity.

• Action
  Connect entities

  Connects two Corymbus records together, for example an opportunity to an activity or a contact to an account.

• Action
  Create Account

  Creates a new account (company) in Corymbus CRM and returns the created account.

• Action
  Create Contact

  Creates a new contact (person) in Corymbus, optionally linked to an account, and returns the created contact.

• Action
  Create Opportunity

  Creates a new opportunity (deal) in Corymbus, optionally linked to an account, with an amount, status and expected close date.

• Action
  Find Account

  Finds accounts whose name contains the given text, optionally limited to an owner or a connected activity, and returns the matches.

• Action
  Find activities

  Returns the activities whose name contains the text you give, optionally narrowed to an account, contact, opportunity, owner or late activities.

• Action
  Find contacts

  Returns the Corymbus contacts whose first or last name contains the text you give, optionally narrowed by account, activity, opportunity, group or owner.

• Action
  Find opportunities

  Returns the opportunities whose name contains the text you specify, optionally narrowed by account, contact, activity, owner or expected close period.

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