Connect ChargeOver to Workflowy

Both apps 31ChargeOver 21Workflowy 10

• 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
  Complete a bullet

  Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place.

• Action
  Create Bullet

  Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position.

• Action
  Delete a bullet

  Deletes a bullet from Workflowy by its ID, along with anything nested under it.

• Action
  Export all bullets

  Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute.

• Action
  Get a bullet

  Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps.

• Action
  List bullets

  Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given.

• Action
  List targets

  Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to.

• Action
  Move a bullet

  Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings.

• Action
  Uncomplete a bullet

  Un-checks a completed Workflowy bullet, putting it back to not-done.

• Action
  Update a bullet

  Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is.

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