Connect ChargeOver to KickoffLabs

Both apps 36ChargeOver 21KickoffLabs 15

• 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
  Action - Mark as Complete for Lead

  Marks an existing lead as having completed one of the campaign's actions.

• Action
  Add Lead(s) Back to Leaderboard

  Puts leads you removed back on a campaign's leaderboard or waitlist ranking, ranked by their contest score again.

• Action
  Add or Update Lead

  Adds a new lead to a campaign, or updates the existing lead with the same email or phone number. Returns the lead with its social ID, rank and referral link.

• Action
  Add Points to Lead

  Adds custom points to a lead, or subtracts them with a negative number.

• Action
  Approve Lead(s)

  Marks one or more leads in a campaign as valid, overriding any fraud flags KickoffLabs detected.

• Action
  Block Lead(s)

  Blocks one or more leads from a campaign's contest by marking them as fraudulent.

• Action
  Delete Lead(s)

  Deletes one or more leads from a campaign.

• Action
  Find Lead by Email

  Finds a lead in a campaign by email address or social ID.

• Action
  Get Campaign Stats

  Returns a campaign's lead totals.

• Action
  List Campaign Actions

  Returns the actions defined on a campaign, with each action's ID and text.

• Action
  List Campaigns

  Returns the campaigns in your KickoffLabs account, with each campaign's ID, name and lead count.

• Action
  Remove Lead(s) From Leaderboard

  Removes leads from a campaign's leaderboard or waitlist ranking without deleting them or reducing their points.

• Action
  Tag Lead

  Applies one of the campaign's lead tags to a lead.

• Action
  Tag Lead Parent

  Applies a lead tag to the lead who referred the given lead, if there is one.

• Action
  Verify Lead(s)

  Marks one or more leads as having a verified email address, as if they clicked the verification link.

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