Connect chargeover and Instantly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for chargeover
Choose an Action
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Enable Integrations or automations with these events of chargeover and Instantly
Enable Integrations or automations with these events of chargeover and Instantly
Triggers
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Actions
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your chargeover and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in chargeover triggers actions in Instantly (or vice versa).
Absolutely. You can customize how chargeover data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.
The data sync between chargeover and Instantly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between chargeover and Instantly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About chargeover
Go beyond recurring and subscription billing with ChargeOver. Simplify how you manage billing workflows, increase customer satisfaction with easy no-code pages, and stay organized with reports and data!
Learn MoreAbout Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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