ChargeDesk + Apptivo Integrations
Syncing ChargeDesk with Apptivo is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
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.
Apptivo IntegrationsIt's easy to connect ChargeDesk + Apptivo without coding knowledge. Start creating your own business flow.
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Charge CreatedTriggers when a charge is created or imported.
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Charge Failed
Triggers when a charge fails.
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Charge Updated
Triggers when a charge is updated.
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Customer Created
Triggers when a new customer is created.
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Customer First Paid
Triggers when a customer makes their first successful payment.
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Customer Updated
Triggers when a customer is updated.
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Request Paid
Triggers when a payment request is successfully paid by a customer.
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Subscription Canceled
Triggers when a subscription is canceled or unpaid.
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Subscription Created
Triggers when a new subscription is created.
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Subscription Updated
Triggers when a existing subscription is updated.
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New CaseTrigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Cancel Subscription
Cancel a subscription.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
How ChargeDesk & Apptivo Integrations Work
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Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Apptivo as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from ChargeDesk to Apptivo.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
