Connect ChargeOver to Docupanda

Both apps 35ChargeOver 21Docupanda 14

• 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 class

  Adds a new document class, with a name and description, to your classification taxonomy.

• Action
  Add document

  Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.

• Action
  Add schema

  Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.

• Action
  Classify documents

  Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status.

• Action
  Delete document

  Deletes a document previously submitted to DocuPanda for processing.

• Action
  Find documents

  Finds documents whose filename or document ID matches the search text, optionally within one dataset.

• Action
  Get document

  Returns a processed document, including its processing status, extracted text, pages and metadata.

• Action
  Get job

  Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.

• Action
  Get schema

  Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.

• Action
  Get standardization

  Returns a standardization's extracted JSON data along with its document, schema, job and metadata details.

• Action
  List classes

  Returns every document class defined in your DocuPipe classification taxonomy.

• Action
  List documents

  Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.

• Action
  List schemas

  Returns the extraction schemas in your DocuPanda account.

• Action
  Standardize documents

  Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.

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