BenchmarkONE + Chargify

Add tags in BenchmarkONE from new Chargify subscriptions

Avoid the disconnect between sales and billing by making sure all your contacts get tagged when they pay for a subscription in your e-commerce app. Use tag rules to automate follow up, notifications, and help to your new subscribers right from your CRM.

When this happens...
New Subscription
Triggers when a new subscription is created.
TriggerScheduled
automatically do this!
Add Tag
Adds tag to contact. If contact does not exist, this action creates contact and adds tags.
ActionWrite

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Supported triggers and actions

What does this mean?

New Customer
Triggers when a customer is added.
Trigger
Scheduled
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
Try It
Updated Subscription
Triggers when a subscription is updated.
Trigger
Scheduled
Try It
- First Name
- Last Name
- EmailRequired
- Cc Emails
- Organization
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Write
- ProductRequired
- CustomerRequired
- Payment Profile
- Ref
- Coupon Code
- Payment Collection Method
- Receives Invoice Emails
- Net Terms
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Email
- Id
- Organization
Action
Search

- Product Family Id
- Product Family Name
- Product Family Description
Action
Search
- EmailRequired
- Id
- Organization
- First Name
- Last Name
- Cc Emails
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Search or write
- Webhook NameRequired
Trigger
Instant
Try It
- Note SubjectRequired
- Note BodyRequired
- Contact's Email AddressRequired
- Email TypeRequired
- Contact StatusRequired
- First Name
- Last Name
- Created At
- Copy To Company
- Update Last Contacted Date?
Action
Write

New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- Event TriggerRequired
Trigger
Scheduled
Try It
- Type of discountRequired
- Product FamilyRequired
- NameRequired
- CodeRequired
- DescriptionRequired
- Allow Negative Balance
- Recurring
- End Date
- Stackable
- Compounding Strategy
- Restricted Products
- Restricted Components
Action
Write
- ProductRequired
- NameRequired
- Handle
- Price In CentsRequired
- IntervalRequired
- Interval UnitRequired
- Trial Price In Cents
- Trial Interval
- Trial Interval Unit
- Trial Type
- Initial Charge In Cents
- Initial Charge After Trial
- Expiration Interval
- Expiration Interval Unit
Action
Write
- SubscriptionRequired
- Product
- Receives Invoice Emails
- Next Billing Date
- Net Terms
Action
Write
- Product Family IdRequired
- Include Archived
Action
Search
- Product Id
- Product Name
- Product Description
Action
Search
- Subscription IdRequired
Action
Search
- Subscription IdRequired
- ProductRequired
- CustomerRequired
- Payment Profile
- Ref
- Coupon Code
- Payment Collection Method
- Receives Invoice Emails
- Net Terms
Action
Search or write
- TagRequired
- Email AddressRequired
- Email TypeRequired
- Contact StatusRequired
- First Name
- Last Name
Action
Write
- Update Existing ContactRequired
- Email AddressRequired
- Email TypeRequired
- Contact StatusRequired
- First Name
- Last Name
- Title
- Company
- Temperature
- Phone Number
- Phone Number Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- Address Type
- Social Media URL
- Social Media Type
- Instant Message Username
- Instant Message Type
- Website URL
- Source
- Tag to Add
Action
Write

About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

About Chargify

Chargify is a Recurring Billing and Subscription Management tool platform that's designed to remove billing bottlenecks and give teams the speed and flexibility to grow faster.

Learn more Help

Related categories

Payment Processing

BenchmarkONE + Chargify

Add tags in BenchmarkONE from new Chargify subscriptions

New Customer

New Subscription

Updated Subscription

Create Customer

First Name

Last Name

Cc Emails

Organization

Reference

Address

Address 2

City

State

Zip

Country

Phone

Create Subscription

Payment Profile

Ref

Coupon Code

Payment Collection Method

Receives Invoice Emails

Net Terms

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Find a Customer

Email

Id

Organization

Find a Product Family

Product Family Id

Product Family Name

Product Family Description

Find customer

Id

Organization

First Name

Last Name

Cc Emails

Reference

Address

Address 2

City

State

Zip

Country

Phone

New Webhook Automation Event

Add Note

First Name

Last Name

Created At

Copy To Company

Update Last Contacted Date?

New Invoice

New Subscription State

Create Coupon

Allow Negative Balance

Recurring

End Date

Stackable

Compounding Strategy

Restricted Products

Restricted Components

Create Product Price Point

Handle

Trial Price In Cents

Trial Interval

Trial Interval Unit

Trial Type

Initial Charge In Cents

Initial Charge After Trial

Expiration Interval

Expiration Interval Unit