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Connect ChargeKeep to Filter by Zapier and automate any workflow

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Filter by ZapierFilter by Zapier
2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate ChargeKeep with Filter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from ChargeKeep

A trigger is an event that starts your Zap and runs the workflow. For example, with ChargeKeep, a trigger could be "Get Lead."
A trigger is the event that kicks off your automated workflow.

Setup an action from Filter by Zapier

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ChargeKeep to Filter by Zapier

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Triggers and actions are the main components of every automated workflow.

Connect ChargeKeep and Filter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect ChargeKeep and Filter by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • ChargeKeep triggers, actions, and search
    New Payment

    Triggers when a new payment is created.

    Trigger
    Instant
    Try It
    • Match Existing Contact
    • Contact Type
      Required
    • Full Name
    • Prefix
    • First Name
    • Middle Name
    • Last Name
    • Nick Name
    • Suffix
    • Gender
    • Date of Birth
    • BANKcode
    • SSN
    • Company Name
    • Job Title
    • Industry
    • Work
    • Personal
    • Other
    • Website
    • LinkedIn
    • Photo URL
    • Work
    • Home
    • Mobile
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • Zip Code
    • Country Name
    • Country Code
    • Experience
    • Profile Summary
    • Interests
    • Notes
    • Follow Up Date
    • Assigned User
    • Deal Amount
    • Source Code
    • Channel Code
    • Affiliate Code
    • Referer URL
    • Entry URL
    Action
    Write
    • Contact Id
    • Contact Xref
    • Invoice Description
    • Date of the Invoice
      Required
    • Currency Id
      Required
    • Due Date of the Invoice
    • Grand Total
      Required
    • Company
    • First Name
    • Last Name
    • Phone
    • Email
    • Country Id
    • State Id
    • State Name
    • City
    • Zip
    • Address 1
    • Address 2
    • Neighborhood
    • Company
    • First Name
    • Last Name
    • Phone
    • Email
    • Country Id
    • State Id
    • State Name
    • City
    • Zip
    • Address 1
    • Address 2
    • Neighborhood
    • Quantity
      Required
    • Description
    • Rate
      Required
    • Total Item Price
      Required
    • Unit Id
      Required
    • Commissionable Amount
    • Product Code
    • Purchase Order No.
    • Invoice No.
      Required
    • Invoice Note
    • Discount Total
      Required
    • Shipping Total
      Required
    • Tax Total
      Required
    • Date
    • Description
    • Amount
    • Gateway Name
    • Gateway Transaction Id
    • Historical Data
      Required
    • Status
      Required
    Action
    Write
    • Only continue if...
      Required
    Action
    Filter
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About ChargeKeep
ChargeKeep is lightweight, easy-to-use recurring payments software.
Help
Related categories
  • Payment Processing
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Help
Related categories

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