Integrate ChargeDesk with Apptivo

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between ChargeDesk and Apptivo

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ChargeDesk Integrations

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

ChargeDesk + Apptivo Quick Connects

Want to explore ChargeDesk + Apptivo quick connects for faster integration? Here’s our list of the best ChargeDesk + Apptivo quick connects.

Explore quick connects

Connect ChargeDesk + Apptivo in easier way

It's easy to connect ChargeDesk + Apptivo without coding knowledge. Start creating your own business flow.

Triggers
Charge Created

Triggers when a charge is created or imported.
Charge Failed

Triggers when a charge fails.
Charge Updated

Triggers when a charge is updated.
Customer Created

Triggers when a new customer is created.
Customer Updated

Triggers when a customer is updated.
New Case

Trigger when new case created.
New Contact

Trigger when new contact created.
New Contract

Trigger when new contract created.
New Customer

Trigger when new customer created.
New Employee

Trigger when new employee created.
New Lead

Trigger when new lead created.
New Opportunity

Trigger when new opportunity created.
Update Contact

Trigger when any contact update.

Actions
Add Employee

Add new employee.
Create Case

Create a new case.
Create Contact

Creates a new contact.
Create Customer

Creates a new customer.
Create Lead

Creates a new lead.
Create Opportunity

Creates a new Opportunity.

How ChargeDesk & Apptivo Integrations Work

Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Apptivo as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from ChargeDesk to Apptivo.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.