Connect ChargeOver to Harvestr

Both apps 37ChargeOver 21Harvestr 16

• 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 company

  Creates a company in Harvestr, optionally with an external id and segments.

• Action
  Add discovery

  Creates a discovery in Harvestr under a component or parent discovery.

• Action
  Add user

  Creates a user (feedback contributor) in Harvestr, optionally linked to a company and segments.

• Action
  Create Message

  Creates a feedback message in Harvestr, upserting the requester (user or company) and optional submitter.

• Action
  Get company

  Returns a single Harvestr company by its id or client id.

• Action
  Get discovery

  Returns a single Harvestr discovery by its ID, optionally including its custom field values and linked issues.

• Action
  Get message

  Returns a single Harvestr message (feedback item) by its id or client id.

• Action
  Get Submitters

  Returns a single submitter (user) in Harvestr by its ID, including contact details, company and segments.

• Action
  List companies

  Returns the companies in your Harvestr workspace, optionally filtered by creation or update date or by external identifier.

• Action
  List messages

  Returns messages from your Harvestr inbox, optionally filtered by date, channel, requester, feedback status or custom inbox.

• Action
  Search Discovery

  Searches Harvestr discoveries whose title contains the given text and returns the matching discoveries.

• Action
  Search Submitters

  Searches Harvestr submitters (users) by email, company, external ID or date range and returns the matches.

• Action
  Update company

  Updates a company's name, external identifier or segments in Harvestr.

• Action
  Update discovery

  Updates a discovery's state or parent in Harvestr and returns the updated discovery.

• Action
  Update message

  Updates a Harvestr message's labels or moves it between the new, processed and bin inboxes.

• Action
  Update user

  Updates an existing Harvestr user's name, email, phone, external id, company or segments.

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