Chargify + Salesforce

Add Salesforce leads for new customers on Chargify

A new customer isn't only current business—it's the potential for more. Keep your sales pipeline at optimum efficiency by activating this Chargify-Salesforce integration. From that point on, any new customer added on Chargify will also add a lead on Salesforce, keeping your opportunities at your fingertips for your best chance at success.

When this happens...
New Customer
Triggers when a customer is added.
TriggerScheduled
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

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
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- 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
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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- 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
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
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.