Connect ChargeOver and Yay! Forms

Both apps 34ChargeOver 21Yay! Forms 13

• 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 Response

  Triggers when a new response is submitted.

• Action
  Create Field

  Adds a new question field to a Yay! Forms form and returns the created field.

• Action
  Create Form

  Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.

• Action
  Delete Field

  Deletes one question field from a Yay! Forms form.

• Action
  Delete Form

  Deletes a Yay! Forms form along with its fields and responses.

• Action
  Get Form

  Returns one Yay! Forms form with its settings, theme, status and response counts.

• Action
  Get Form Stats

  Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.

• Action
  List Fields

  Returns every question field on a Yay! Forms form, in the order they appear.

• Action
  List Forms

  Returns the forms in a Yay! Forms workspace, one page at a time.

• Action
  List Responses

  Returns the responses submitted to a Yay! Forms form, one page at a time.

• Action
  List Workspaces

  Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.

• Action
  Update Field

  Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.

• Action
  Update Form

  Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.

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