Connect ChargeOver and NotePM

Both apps 43ChargeOver 21NotePM 22

• 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 Comment

  Triggers when a new comment is added to a NotePM page.

• Trigger
  New Note

  Triggers when a new note is created in your NotePM team.

• Trigger
  New Page

  Triggers when a new page is created in NotePM.

• Trigger
  New Page or Updated Page

  Triggers when a NotePM page is created or updated.

• Action
  Archive Note

  Archives a NotePM note.

• Action
  Create Comment

  Adds a comment to a NotePM page.

• Action
  Create Folder

  Creates a folder in a NotePM note.

• Action
  Create Note

  Creates a note in your NotePM team.

• Action
  Create Page

  Creates a page in a NotePM note.

• Action
  Create Tag

  Creates a tag in NotePM.

• Action
  Delete Note

  Deletes a NotePM note.

• Action
  Delete Page

  Deletes a NotePM page.

• Action
  Get Note

  Returns one NotePM note by its note code, including its name, description, scope and members.

• Action
  Get Page

  Returns one NotePM page with its title, body and tags.

• Action
  Get User

  Returns one NotePM user by user code.

• Action
  List Folders

  Returns the folders in a NotePM note.

• Action
  List Notes

  Returns the notes in your NotePM team.

• Action
  List Tags

  Returns the tags in your NotePM team with their page counts.

• Action
  List Users

  Returns the users in your NotePM team.

• Action
  Search Pages

  Searches NotePM pages by text, note or tag.

• Action
  Update Note

  Updates a NotePM note's name, description or scope.

• Action
  Update Page

  Updates a NotePM page's title or body.

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