Connect ChargeOver and Perfit

Both apps 39ChargeOver 21Perfit 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 Contact

  Triggers when a new contact appears in your Perfit account.

• Action
  Add Interest to Contact

  Adds an existing interest to a Perfit contact without changing the contact's other interests.

• Action
  Create Custom Field

  Creates a custom field that Perfit contacts can store values in.

• Action
  Create Interest

  Creates a new Perfit interest that contacts can be tagged with.

• Action
  Create List

  Creates a new Perfit contact list.

• Action
  Create/Update Contact

  Adds a contact to a Perfit list, creating the contact if the email is new or updating it if it already exists.

• Action
  Delete Contact

  Deletes a Perfit contact.

• Action
  Delete Interest

  Deletes a Perfit interest.

• Action
  Delete List

  Deletes a Perfit list.

• Action
  Find Contact

  Finds a Perfit contact by email address.

• Action
  Find Interest

  Finds a Perfit interest by name.

• Action
  Find List

  Finds a Perfit list by name.

• Action
  Get Campaign Metrics

  Returns sent, delivered, opened, clicked, bounced and unsubscribed counts for a Perfit campaign.

• Action
  Get Contact

  Returns one Perfit contact, with its lists, interests and custom fields.

• Action
  Get List

  Returns one Perfit list with its contact counts.

• Action
  Rename List

  Renames an existing Perfit list.

• Action
  Unsubscribe Contact

  Marks a Perfit contact as unsubscribed so it receives no further emails. This cannot be undone through the API.

• Action
  Update Contact

  Updates an existing Perfit contact's name, gender or language.

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