

Integrate ChargeOver with ClinchPad
Send information between ChargeOver and ClinchPad automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate ChargeOver and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Contact added
Triggers when a new contact for a customer is added

Subscription canceled
Triggers when a subscription is canceled

Customer created
Triggers when a new customer is created

Customer updated
Triggers when the details of an existing customer are updated

Transaction made
Triggers when there is a new transaction

Subscription created
Triggers when a new subscription is created

Invoice created
Triggers when an invoice is created

Lead created
Triggers when a new lead is created

Lead won
Triggers when an existing lead is marked as won

To-do created
Triggers when a to-do is created

Lead lost
Triggers when an existing lead is marked as lost

Note added
Triggers when a note is added to a lead
All Actions - Actions are the automated tasks

Create customer
Creates a new customer

Fetch customer
Fetches the details of an existing customer by email address

Create a lead
Creates a new lead

Create note
Creates a new note for the specified lead

Create to-do
Creates a new to-do for the specified lead

Update to-do
Updates the details of an existing to-do

Fetch lead
Fetches the details of an existing lead using ID
What is ChargeOver?
ChargeOver is an online application for recurring billing and subscription management. It lets you offer flexible billing, organize customer data, and analyze business metrics with reports.
Similar apps
What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
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