Connect ChargeOver and Hex

Both apps 47ChargeOver 21Hex 26

• Trigger
  Contact Was Updated

  Triggers when a contact is updated in ChargeOver.

• Action
  Add item

  Create an item (product or discount).

• Action
  Add note

  Add a note to a customer, invoice, etc.

• Action
  Add Transaction

  records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record.

• Action
  Cancel a Subscription

  Cancel an existing subscription in ChargeOver.

• Action
  Create a Contact

  Create a new contact in ChargeOver.

• Action
  Create a Customer

  Create a new customer in ChargeOver.

• Action
  Create an Invoice

  Create a new Invoice in ChargeOver.

• Action
  Create a Subscription

  Create a new subscription in ChargeOver.

• Action
  Delete Item

  deletes an item (product/discount) by id.

• Action
  Find Contact

  Finds an existing contact by a specified field.

• Action
  Find Customer

  Finds an existing customer by a specified field.

• Action
  Find Item (Product, Discount)

  Finds an existing item (product, discount) by a specified field.

• Action
  Find Subscription

  Finds an existing subscription by a specified field.

• Action
  List Notes

  Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID.

• Action
  Update a Customer

  Update a existing customer in ChargeOver.

• Action
  Update contact

  Update a user/contact.

• Action
  Update invoice

  Update an invoice.

• Action
  Update item

  Update an item.

• Action
  Update subscription

  Update a subscription (package).

• Action
  Void Transaction

  marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status.

• Trigger
  List Groups

  Triggers when a group is found in your Hex workspace.

• Trigger
  List Projects

  Triggers when a project is found in your Hex workspace.

• Trigger
  List Users

  Triggers when a user is found in your Hex workspace.

• Trigger
  New Project Run

  Triggers when a new API-triggered run appears for a Hex project.

• Action
  Add Collection

  Create a new collection.

• Action
  Create Embed URL

  Creates a presigned URL to embed a published Hex project.

• Action
  Create Group

  Creates a new group in your Hex workspace.

• Action
  Create Project

  Creates a new Hex project.

• Action
  Deactivate User

  Deactivate a workspace user.

• Action
  Delete Cell

  Delete a cell.

• Action
  Delete Group

  Delete a group.

• Action
  Get Cell

  Fetch a single cell by id.

• Action
  Get Cell Output

  Fetch a cell's output value.

• Action
  Get Collection

  Fetch a single collection by id.

• Action
  Get Data Connection

  Fetch a single data connection by id.

• Action
  Get Group

  Fetch a single group by id.

• Action
  Get Project

  Retrieves metadata about a specific Hex project.

• Action
  Get Project Runs

  Retrieves the run history for a Hex project, optionally filtered by status.

• Action
  Get Run Status

  Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel).

• Action
  List Cells

  List cells within a project.

• Action
  List Collections

  List collections (folders) in the workspace.

• Action
  List Data Connections

  List configured data connections in the workspace.

• Action
  Share Project With Groups

  Shares a Hex project with one or more groups at a specified access level.

• Action
  Update Cell

  Edit a cell's contents.

• Action
  Update Collection

  Edit a collection's name/contents.

• Action
  Update Project Status

  Updates the status of a Hex project (or removes it).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.