# Connect ChargeOver to Dashly When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Send message to user** in [Dashly](https://apiant.ai/connections/dashly). Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions Dashly **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ChargeOver and Dashly to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ChargeOver can start in Dashly - When **Contact Was Updated** in ChargeOver then **Send message to user** in Dashly - When **Contact Was Updated** in ChargeOver then **Create Event** in Dashly Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ChargeOver and Dashly ## Triggers and actions 1 trigger · 33 actions - 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. - Action **Add conversation tag** /conversations/{id}/tag - add a tag to a conversation. - Action **Assign conversation** /conversations/{id}/assign - assign an admin to the conversation. - Action **Close conversation** /conversations/{id}/close - close a conversation. - Action **Create Event** Creates a new event. - Action **Create/Update/Delete Properties** Creates, updates or deletes a list of properties, depending on an operation choice. - Action **Delete conversation tag** /conversations/{id}/tag - remove a tag from a conversation. - Action **Get conversation** /conversations/{id} - retrieve a conversation by id. - Action **Get user** /users/{id} - retrieve a user's data. - Action **List conversation parts** /conversations/{id}/parts - list messages/parts of a conversation. - Action **List user events** /users/{id}/events - list a user's tracked events. - Action **List users** /apps/{id}/users - list users (leads) of an app; paginated. - Action **Reply to conversation** /conversations/{id}/reply - post a reply in a conversation. - Action **Send message to user** /users/{id}/sendmessage - send a manual message to a user. ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **Dashly** Dashly turns visitors into customers with data-driven conversation and marketing.](https://apiant.ai/connections/dashly) Reviews ## What our customers say ## More from ChargeOver - [ **ChargeOver to CustomGPT.ai** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/chargeover-to-customgpt-ai) - [ **ChargeOver to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/chargeover-to-ip2location) - [ **ChargeOver to Memberstack** Simple Auth & Payments for Webflow Developers.](https://apiant.ai/connect/chargeover-to-memberstack) - [ **ChargeOver to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargeover-to-hubspot) - [ **ChargeOver to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargeover-to-salesforce) - [ **ChargeOver to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargeover-to-slack) ## More into Dashly - [ **HubSpot to Dashly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dashly) - [ **Salesforce to Dashly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dashly) - [ **Slack to Dashly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dashly) - [ **Google Sheets to Dashly** Google Sheets](https://apiant.ai/connect/google-sheets-to-dashly) - [ **Gmail to Dashly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dashly) - [ **Google Calendar to Dashly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dashly) Questions ## ChargeOver and Dashly, answered ### ### What can start an automation from ChargeOver? Any of ChargeOver's 1 trigger in the catalog, including Contact Was Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dashly when something happens in ChargeOver? Any of Dashly's 13 actions, including Create Event, Create/Update/Delete Properties, Send message to user and Add conversation tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dashly to ChargeOver? Dashly has no triggers in the catalog today, so automations start in ChargeOver. If you need the other direction, ask: your agent reads Dashly's API documentation and adds it. ### ### Do I have to build a connector for ChargeOver or Dashly? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.