Integrating Salesforce with ChargeDesk by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Salesforce and ChargeDesk
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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 Salesforce + ChargeDesk without coding knowledge. Start creating your own business flow.
- Triggers
-
New AccountTriggers the moment a new account is created.
-
New Attachment
Triggers when a new attachment is created.
-
New Case
Triggers whenever a new case is created in your account.
-
New Contact
Triggers upon the creation of a new contact.
-
New Event
Triggers upon the creation of a new event.
-
New Lead
Triggers the moment there is a new lead in your account.
-
New Opportunity
Triggers upon the creation of a new opportunity.
-
New Product
Triggers upon the creation of a new product.
-
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
-
New Task
Triggers whenever a new task is created in your account.
-
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
-
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
Charge CreatedTriggers 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.
- Actions
-
Create Attachment
Create a new attachment (max 25 mb)
-
Create Contact
Create a new contact.
-
Create Custom Object
Create a new custom object as per your choice.
-
Create Event
Create a new event.
-
Create Lead
Create a new lead.
-
Create Opportunity
Create a new opportunity.
-
Create Record
Creates a record.
-
Update Contact
Update an existing contact.
-
Update Record
Updates a existing record.
How Salesforce & ChargeDesk Integrations Work
-
Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick ChargeDesk as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Salesforce to ChargeDesk.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.