Chargify + Pipedrive

Create customers in Chargify when deals are closed/won in Pipedrive

Creating customer records in Chargify for closed/won deals in Pipedrive is an excellent way to store the new customer's information. Whenever a deal stage is updated to 'Closed/Won' in Pipedrive, then a new customer is created in Chargify.

When this happens...
Updated Deal Stage
Triggers when a deal's stage is updated.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

- Stage in Pipeline
Trigger
Instant
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Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
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- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- Event TriggerRequired
Trigger
Scheduled
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- 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

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Note IDRequired
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
New Customer
Triggers when a customer is added.
Trigger
Scheduled
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New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
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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

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

Similar apps

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Chargify + Pipedrive

Create customers in Chargify when deals are closed/won in Pipedrive

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Label to Person

Create Activity

Organization

Assign To

Person

Deal

Lead

Is done?

Type

Use combined date and time field?

Duration

Free/Busy

Note

Public Description

Attach File

Deal

Person

Organization

Product

Activity ID

Note ID

Create Lead

Person

Organization

Owner

Note

Pin Note to Lead?

Label

Expected Close Date

Lead Value

Lead Value Currency

Source Channel

Create Organization

Owner

Address

Create Product

Code

Unit

Tax percentage

Is active?

Owner

Currency

Price

Cost

Overhead Cost

Update Deal

Title

Status

Stage

Owner

Organization

Person

Value

Currency

Update Organization

Owner

Name

Address

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Deal

Search for an Exact Match?

Find Deals Associated with a Person

Person

Find Multiple Leads

Search for an Exact Match?

Find Notes