--- title: "Connect ChargeOver and Dovetail - APIANT.ai" description: "When \"Contact Was Updated\" fires in ChargeOver, your agent runs \"Add Contact\" in Dovetail, or \"New Project\" in Dovetail to \"Create a Contact\" in ChargeOver." canonical: "https://apiant.ai/connect/chargeover-to-dovetail" --- # Connect ChargeOver and Dovetail When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Add Contact** in [Dovetail](https://apiant.ai/connections/dovetail), or **New Project** in Dovetail 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 Dovetail **3** triggers Dovetail **4** 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 Dovetail to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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 Dovetail can do together ### From ChargeOver to Dovetail - When **Contact Was Updated** in ChargeOver then **Add Contact** in Dovetail - When **Contact Was Updated** in ChargeOver then **Add Data Point to Channel** in Dovetail ### From Dovetail to ChargeOver - When **New Project** in Dovetail then **Create a Contact** in ChargeOver - When **New Published Insight** in Dovetail 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 Dovetail ## Triggers and actions 4 triggers ยท 24 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 **New Project** Triggers when a new project is created - Trigger **New Published Insight** Triggers when a new insight is published. - Trigger **Updated Project** Triggers when a project is updated. - Action **Add Contact** Adds a contact to the contacts database. - Action **Add Data Point to Channel** Adds a data point to a channel. - Action **Add Data to Project** Adds data to an existing project. - Action **Add Insight to Project** Adds an insight to an existing project. ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **Dovetail** Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source...](https://apiant.ai/connections/dovetail) 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 Dovetail - [ **ActiveCampaign to Dovetail** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dovetail) - [ **Airtable to Dovetail** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-dovetail) - [ **Asana to Dovetail** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dovetail) - [ **ClickUp to Dovetail** 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-dovetail) - [ **Discord to Dovetail** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-dovetail) - [ **Brevo to Dovetail** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-dovetail) Questions ## ChargeOver and Dovetail, 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 Dovetail when something happens in ChargeOver? Any of Dovetail's 4 actions, including Add Contact, Add Data Point to Channel, Add Data to Project and Add Insight to Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dovetail to ChargeOver? Yes. When something happens in Dovetail, your agent can act in ChargeOver too. This page covers both directions: Dovetail's triggers and ChargeOver's actions are listed here as well. ### ### Do I have to build a connector for ChargeOver or Dovetail? 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. ### ### Can my AI client use ChargeOver and Dovetail without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.