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Automate when something happens in chargekeep
Login -> Create new flow -> Select trigger -> Search chargekeep -> Choose the trigger from the list
Take action in chargekeep when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search chargekeep -> Choose the action from the list
Trigger
Action
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Common triggers include new subscriptions, invoices issued, successful payments, failed payments, refunds, and cancellations. Use those events to kick off workflows that update your CRM, notify teams, or post to accounting.
Yes. Build staged workflows that try a retry schedule, send a polite reminder email, escalate to SMS for high-value accounts, and only open a support ticket when needed — balancing recovery with customer experience.
Automation reduces manual follow-up, speeds up payment recovery, keeps billing and accounting in sync, and prevents missed renewals — all of which increase collected revenue and reduce administrative work.
Yes. viaSocket can include AI steps (for example, to prioritize recovery targets, generate personalized email copy, or analyze churn risk) and then run the chosen actions across ChargeKeep and your other systems.
No. viaSocket is designed for non-technical business operators — you pick triggers, choose actions, and map data between ChargeKeep and other apps using clear, outcome-focused steps.
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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