Connect ChargeOver and Exist

Both apps 33ChargeOver 21Exist 12

• 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 Attribute Value

  Triggers when a new daily value is recorded for the chosen Exist attribute, such as steps or mood.

• Action
  Acquire Attributes

  Takes ownership of one or more Exist attributes for this app so it can write their values, creating templated attributes the user doesn't have yet.

• Action
  Create Attributes

  Creates one or more new attributes in the user's Exist account, from a template or as custom attributes, and returns which succeeded and which failed.

• Action
  Get Attribute Values

  Returns the daily values recorded for one of the user's Exist attributes, newest first.

• Action
  Get Averages

  Returns the most recent weekly average values for your Exist attributes, optionally filtered by group, attribute and date range, including historical averages.

• Action
  Get User Profile

  Returns the authenticated Exist user's profile: name, avatar, timezone, local time and unit preferences.

• Action
  Increment Attribute Values

  Adds amounts to the existing daily values of attributes your app owns in Exist, returning each attribute's new total.

• Action
  List Attributes

  Returns the Exist user's attributes (without values), optionally filtered by group, name, or type.

• Action
  List Attributes with Values

  Returns the user's Exist attributes together with their recent daily values.

• Action
  List Owned Attributes

  Returns the user's attributes that your Exist client currently owns, without values. Can be filtered by group, attribute name, manual flag and more.

• Action
  Release Attributes

  Releases your ownership of one or more Exist attributes so another service can provide their data, or they become inactive.

• Action
  Update Attribute Values

  Saves daily total values for attributes you own in Exist, up to 35 at a time, replacing any value already stored for those days.

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