Connect ChargeOver and Guru

Both apps 40ChargeOver 21Guru 19

• 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
  Announcement Sent

  Triggers when a new Announcement is sent to your Guru team.

• Trigger
  Card Created

  Triggers when a new Card is published in Guru.

• Trigger
  Card Unverified

  Triggers when a Guru Card becomes unverified and needs review.

• Trigger
  Card Updated

  Triggers when a Guru Card is edited.

• Trigger
  New Collection

  Triggers when a new Collection is created in your Guru team.

• Trigger
  New Folder

  Triggers when a new Folder is created in Guru.

• Trigger
  New Group

  Triggers when a new user Group is created in your Guru team.

• Trigger
  User Added to Group

  Triggers when a user is added to the chosen Guru Group.

• Action
  Add User to Group

  Adds a team member to a Guru Group by email address.

• Action
  Archive Card

  Archives a Guru Card so it no longer appears in its Collection.

• Action
  Ask a Question

  Asks Guru a question and returns the AI answer drawn from your team's knowledge.

• Action
  Create Card

  Creates a new Guru Card with a title and content in a Collection.

• Action
  Create Group

  Creates a new user Group in your Guru team.

• Action
  Find Card

  Finds Guru Cards matching search terms and returns the best match.

• Action
  Find Tag

  Returns one Guru Tag by its ID.

• Action
  Remove User From Group

  Removes a team member from a Guru Group.

• Action
  Search With Sources

  Searches Guru and connected sources, returning matching documents with their sources.

• Action
  Unverify Card

  Marks a Guru Card as unverified so its verifier is asked to review it.

• Action
  Verify Card

  Marks a Guru Card as verified by the connected user.

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