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.
Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.
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It's easy to connect ChargeDesk + Follow Up Boss without coding knowledge. Start creating your own business flow.
Triggers when a charge is created or imported.
Triggers when a charge fails.
Triggers when a charge is updated.
Triggers when a new customer is created.
Triggers when a customer is updated.
Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Create follow Up leads
Create Task in Follow Up Boss.