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Integrating ChargeDesk with Office 365 by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between ChargeDesk and Office 365

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Integrations for ChargeDesk
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 Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Integrations for Office 365
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Connect ChargeDesk + Office 365 in easier way

It's easy to connect ChargeDesk + Office 365 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 Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • Actions
  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How ChargeDesk & Office 365 Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Pick Office 365 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 Office 365.

    (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 21, 2024, 1:57 am
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