Connect ChargeOver and incwo

Both apps 39ChargeOver 21incwo 18

• 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 invoice

  Triggered when a new invoice is created

• Action
  Add invoice

  Creates a draft invoice (or credit note) with its lines in incwo in one atomic call. incwo always creates invoices as drafts; numbering happens when the invoice is confirmed in incwo.

• Action
  Add opportunity

  Create a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection .xml per docs.

• Action
  Create Contact

  Creates a Contact

• Action
  Create Firm

  Creates a Firm

• Action
  Create Task

  Creates a Task

• Action
  Find Contact

  Finds a contact

• Action
  Find Firm

  Searches your incwo firms (companies) by keyword and returns the ones that match.

• Action
  Get contact

  Retrieves a single incwo contact by its ID.

• Action
  Get firm

  Get a firm by id.

• Action
  Get invoice

  Returns one incwo invoice (or draft credit note) with its party, lines, totals and progress.

• Action
  Get opportunity

  Returns one incwo opportunity (lead) with its topic, client, stage, amount and confidence.

• Action
  Get task

  Returns one incwo task by its id, with its title, content, due date, assignment and status.

• Action
  List contacts

  List contacts, paginated with ?page=N and date filters.

• Action
  List firms

  Lists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted.

• Action
  Update contact

  Update a contact.

• Action
  Update firm

  Update a firm.

• Action
  Update task

  Update a project task.

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