# Connect ChargeOver and Datalyse When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Add Note to an Existing Lead** in [Datalyse](https://apiant.ai/connections/datalyse), or **Lead Updated** in Datalyse to **Create a Contact** in ChargeOver. Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions Datalyse **2** triggers Datalyse **6** 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 Datalyse 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 and Datalyse can do together ### From ChargeOver to Datalyse - When **Contact Was Updated** in ChargeOver then **Add Note to an Existing Lead** in Datalyse - When **Contact Was Updated** in ChargeOver then **Create New Lead** in Datalyse ### From Datalyse to ChargeOver - When **Lead Updated** in Datalyse then **Create a Contact** in ChargeOver - When **New Lead** in Datalyse then **Create a Customer** in ChargeOver 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 Datalyse ## Triggers and actions 3 triggers ยท 26 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. - Trigger **Lead Updated** Fires when a lead (contact) in Datalyse is created or updated, newest updates first. - Trigger **New Lead** Trigger when a new lead is created - Action **Add Note to an Existing Lead** Add note to lead. - Action **Create New Lead** Create a new lead - Action **Delete Lead** Delete a lead_id - Action **Edit Lead** Edit lead details - Action **Get Lead** Returns one lead by id. - Action **Get Lead Activity** Returns the paginated activity/history feed (notes, deliveries, changes) of one lead. ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **Datalyse** Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact...](https://apiant.ai/connections/datalyse) 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 Datalyse - [ **ActiveCampaign to Datalyse** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-datalyse) - [ **Airtable to Datalyse** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-datalyse) - [ **Asana to Datalyse** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-datalyse) - [ **ClickUp to Datalyse** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-datalyse) - [ **Brevo to Datalyse** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-datalyse) - [ **Calendly to Datalyse** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-datalyse) Questions ## ChargeOver and Datalyse, 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 Datalyse when something happens in ChargeOver? Any of Datalyse's 6 actions, including Create New Lead, Add Note to an Existing Lead, Edit Lead and Get Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Datalyse to ChargeOver? Yes. When something happens in Datalyse, your agent can act in ChargeOver too. This page covers both directions: Datalyse's triggers and ChargeOver's actions are listed here as well. ### ### Do I have to build a connector for ChargeOver or Datalyse? 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.