Connect ChargeOver to RD Station

Both apps 36ChargeOver 21RD Station 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
  Add contact

  Creates a new contact in the RD Station Marketing lead base. Fails if a contact with the same email or phone already exists.

• Action
  Add custom field

  Creates a new custom contact field in your RD Station Marketing account.

• Action
  Add tag to contact

  Adds one or more tags to an existing RD Station Marketing contact, found by UUID, email or phone. Tags are added alongside the contact's existing tags.

• Action
  Conversion Event

  Records a conversion event in RD Station Marketing, creating or updating the contact identified by email or phone.

• Action
  Delete contact

  Deletes a contact from RD Station Marketing, found by its UUID, email or phone.

• Action
  Delete custom field

  Deletes a custom contact field from the RD Station Marketing account. Default fields cannot be deleted.

• Action
  Get contact

  Returns a contact's standard and custom fields, looked up by UUID, email or phone.

• Action
  List contact events

  Returns the conversion or opportunity events recorded for an RD Station Marketing contact.

• Action
  List custom fields

  Returns all contact fields in the RD Station Marketing account, both standard and custom fields.

• Action
  List segmentation contacts

  Returns the contacts that belong to an RD Station Marketing segmentation.

• Action
  List segmentations

  Returns the segmentations (contact segments) defined in your RD Station Marketing account.

• Action
  Lost Deal

  Marks an existing RD Station Marketing contact as a lost opportunity in the default funnel, with a loss reason.

• Action
  Update contact

  Updates an existing contact in RD Station Marketing, found by its uuid, email or phone. Creates the contact if none matches.

• Action
  Update custom field

  Updates the name, label, data type, presentation type and options of an existing contact custom field in RD Station Marketing.

• Action
  Won Deal

  Marks an existing RD Station Marketing contact as a won opportunity (sale), optionally with the deal value.

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