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ChargeDesk + Vtiger Integrations

Syncing ChargeDesk with Vtiger 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.

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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 Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

Vtiger Integrations
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Connect ChargeDesk + Vtiger in easier way

It's easy to connect ChargeDesk + Vtiger 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 First Paid

    Triggers when a customer makes their first successful payment.

  • Customer Updated

    Triggers when a customer is updated.

  • Request Paid

    Triggers when a payment request is successfully paid by a customer.

  • Subscription Canceled

    Triggers when a subscription is canceled or unpaid.

  • Subscription Created

    Triggers when a new subscription is created.

  • Subscription Updated

    Triggers when a existing subscription is updated.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

    Actions
  • Cancel Subscription

    Cancel a subscription.

  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

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How ChargeDesk & Vtiger Integrations Work

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

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Vtiger as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ChargeDesk to Vtiger.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am