Connect ChargeOver and Zabun

Both apps 39ChargeOver 21Zabun 18

• 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
  Full Property Poll (Single Use)

  Triggers with the full data of Zabun properties changed since the last poll (and new ones when Include New is on). Use it in one automation only: Zabun tracks a single poll position.

• Trigger
  New Account

  Triggers when a new account is added to Zabun.

• Trigger
  New Contact

  Triggers when a new contact is added to Zabun.

• Trigger
  New Property

  Triggers when a new property is added to Zabun.

• Trigger
  New Task

  Triggers when a new task is added to Zabun.

• Trigger
  Poll Property

  Triggers when a Zabun property is added or changed; returns its summary data.

• Trigger
  Poll Task

  Triggers when a Zabun task is added or changed; returns its summary data.

• Trigger
  Updated Account

  Triggers when a Zabun account is updated.

• Trigger
  Updated Contact

  Triggers when a Zabun contact is updated.

• Action
  Create Contact

  Creates a new contact in Zabun and returns it with its new ID.

• Action
  Create or Update Contact

  Finds a Zabun contact matching the given details and updates it, or creates a new contact when none matches.

• Action
  Create Task

  Creates a new task in Zabun, optionally linked to a contact or property.

• Action
  Delete Contact

  Deletes a contact from Zabun by its ID.

• Action
  Get Account by ID

  Returns one Zabun account (a company grouping contacts) by its ID.

• Action
  Get Contact by ID

  Returns one Zabun contact by its ID, with name, email, phone, address and assigned sales rep.

• Action
  Get Property by AutoID

  Returns the full details of one Zabun property by its AutoID.

• Action
  Unsubscribe

  Unsubscribes every Zabun contact with the given email address from untargeted mailings.

• Action
  Update Contact

  Updates an existing Zabun contact identified by its ID; only the fields you fill in are changed.

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