Connect ChargeOver to Moverbase

Both apps 40ChargeOver 21Moverbase 19

• 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.

• Action
  Create Invoice

  Creates a new invoice in Moverbase for a client's job, with dates and amounts.

• Action
  Create Job

  Creates a new moving job in Moverbase for a client, with date, start time, duration and contact details.

• Action
  Delete Client

  Deletes a Moverbase client by its ID.

• Action
  Delete Invoice

  Deletes a Moverbase invoice by its ID.

• Action
  Delete Job

  Deletes a Moverbase job by its ID.

• Action
  Delete Lead

  Deletes a Moverbase lead by its ID.

• Action
  Get Account

  Returns the connected Moverbase account's company details, regional settings and permissions.

• Action
  Get Client

  Returns one Moverbase client by its ID, with contact details, address, notes and referral source.

• Action
  Get Contractor

  Returns one Moverbase contractor by its ID, with contact details, fee type and cost.

• Action
  Get Invoice

  Returns one Moverbase invoice by its ID, with number, dates, total, amount paid and due, client and job.

• Action
  Get Job

  Returns one Moverbase job by its ID, with status, date and time, client, estimate and dispatch details.

• Action
  Get Lead

  Returns one Moverbase lead by its ID, with contact details, move origin and destination, size and referral source.

• Action
  Get Referral

  Returns one Moverbase referral source by its ID.

• Action
  List Contractors

  Returns a page of the Moverbase account's contractors, sorted by name.

• Action
  List Referrals

  Returns a page of the Moverbase account's referral sources (where leads heard about the company), sorted by name.

• Action
  Update Client

  Updates an existing Moverbase client; only the fields you supply are sent.

• Action
  Update Invoice

  Updates an existing Moverbase invoice; only the fields you supply are sent.

• Action
  Update Job

  Updates an existing Moverbase job; only the fields you supply are sent.

• Action
  Update Lead

  Updates an existing Moverbase lead; only the fields you supply are sent.

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