Integrating DEAR Inventory with ChargeDesk by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between DEAR Inventory and ChargeDesk
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DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.
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.
Integrations for ChargeDeskIt's easy to connect DEAR Inventory + ChargeDesk without coding knowledge. Start creating your own business flow.
- Triggers
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New Customer OR Updated CustomerTriggered when customers are created or updated.
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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 Updated
Triggers when a customer is updated.
- Actions
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Create Sales Invoice
Create Sales Invoice
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Create Sale
Create a new sale.
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Create Sale Order
Create Sales order.
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Create Sales Quote
Creates a sales quote.
How DEAR Inventory & ChargeDesk Integrations Work
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Step 1: Choose DEAR Inventory as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick ChargeDesk 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 DEAR Inventory to ChargeDesk.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.