ChargeOver + Google Forms

Create new ChargeOver customers from new Google Forms responses

Streamline your customer onboarding process with this efficient workflow. When a new form response is submitted in Google Forms, this setup will create a new customer in the ChargeOver app instantly. Ideal for businesses looking to optimize their clientele management, this process eliminates the need for manual data entry and enhances accuracy. Enjoy seamless customer management and improve your productivity with this easy to set up process.

When this happens...
New Form Response
Triggers when a new form response is received.
TriggerInstant
automatically do this!
Create a Customer
Triggers when a new customer is added to ChargeOver.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Contact Was Updated
Triggers when a contact is updated in ChargeOver.
Trigger
Instant
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- Filter By Customer Status
Trigger
Instant
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- Filter By Invoice Status
Trigger
Instant
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New Quote
Triggers when a new quote is added to ChargeOver.
Trigger
Instant
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- Filter By Payment Method
- Filter By Payment Cycle
Trigger
Instant
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- Filter By Transaction Type
- Filter By Gateway Status
Trigger
Instant
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Create a Contact
Create a new contact in ChargeOver.
Action
Write
- Customer IDRequired
Action
Write
Create a Quote
Create a new quote in ChargeOver.
Action
Write
Create a Subscription
Create a new subscription in ChargeOver.
Action
Write
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search

- FormRequired
Trigger
Instant
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New Contact
Triggers when a new contact is added to ChargeOver.
Trigger
Instant
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New Customer
Triggers when a new customer is added to ChargeOver.
Trigger
Instant
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New Invoice
Triggers when a new Invoice is added to ChargeOver.
Trigger
Instant
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New Item (Product, Discount)
Triggers when a new item (product, discount) is added to ChargeOver.
Trigger
Instant
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- Filter By Quote Status
Trigger
Instant
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- Filter By Subscription Status
- Filter By Payment Method
- Filter By Payment Cycle
Trigger
Instant
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Transaction Status Changed
Triggers when a transaction status changes in ChargeOver.
Trigger
Instant
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Create a Customer
Create a new customer in ChargeOver.
Action
Write
Create an Invoice
Create a new Invoice in ChargeOver.
Action
Write
- Subscription ID #Required
- Cancellation Date
Action
Write
- Customer IDRequired
- Payment AmountRequired
Action
Write
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search
- Find...Required
- That equals...Required
Action
Search

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!

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