Connect ChargeOver to Uku

Both apps 33ChargeOver 21Uku 12

• 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 Task

  Create a task, optionally linked to a client.

• Action
  Create Client

  Creates a new client in Uku

• Action
  Create Contact

  Creates contact under the client

• Action
  Find Client

  Finds a Client from Uku

• Action
  Find Contact

  Finds contacts of an Uku client by email (and optionally name).

• Action
  Get Client

  Retrieves one Uku client by its id.

• Action
  Get Task

  Fetch a single task by id.

• Action
  List Client groups

  Lists the client groups in the Uku account.

• Action
  List Tasks

  Lists Uku tasks whose start date falls within a date range, optionally filtered by assignee, client, topic, client group, status, keyword and task flags.

• Action
  Update Client

  Update fields on an existing client.

• Action
  Update Contact

  Updates an existing Uku contact. Fields left blank are not changed.

• Action
  Update Task

  Update a task's fields, including completing or reopening it.

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