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Chargify integrations with Zoho CRM

Use Zoho Flow to integrate Chargify with Zoho CRM, in atleast 141 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

Create Zoho CRM tasks for new invoices in Chargify

Use this flow
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All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

Subscription created

Triggers when a new subscription is created

Invoice created

Triggers when a new invoice is created

New module entry

Triggers when a new entry is created in the selected module

New module

Triggers when a new module is created

Updated module entry

Triggers when an entry is updated in the selected module

New note

Triggers when a new note is added

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

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All Actions - Action are the automated tasks

Create charge

Creates a new charge for a live subscription

Create subscription

Creates a product subscription for a customer

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Send mail merge

Sends a mail merge with details of the selected record

Raise signal

Raises a signal to Zoho CRM

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Create module entry

Creates a new module entry

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Send email template

Sends an email to the specified users

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add user

Adds a new user

Add note

Adds a note to the selected module

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch email template

Fetches an email template by name

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

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What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Testimonial

Louis Castellano CEO, Lakeside CNC Group

“All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input” Know more

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