Connect ChargeOver and Salesforce

Both apps 32ChargeOver 21Salesforce 11

• 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 object record

  Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.

• Trigger
  New or updated object record

  Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.

• Action
  Create object record

  Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.

• Action
  Delete object record

  Deletes an existing SObject record by object type and record ID.

• Action
  Describe object

  Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.

• Action
  Find most recent created or updated record

  Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).

• Action
  Find object records

  Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.

• Action
  Get object record

  Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.

• Action
  List objects

  Lists all available SObject types (standard and custom) on the org.

• Action
  SOQL query

  Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.

• Action
  Update object record

  Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).

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