ChargeOver + Klenty Integration

Connect ChargeOver to Klenty - Automate your workflows in 1-click

With ChargeOver automations, you can effortlessly accept payments, manage subscriptions, and gain valuable insights into your financial data. Set up Klenty automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between ChargeOver & Klenty using Integrately.
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ChargeOver + Klenty Integration

Create Klenty contact for new ChargeOver order

If you're using ChargeOver to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Klenty.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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ChargeOver + Klenty Integration
1.
  • ChargeOver
    Customer is created in ChargeOver

    Triggers the automation whenever a new customer is created

    Instant
  • ChargeOver
    Customer is updated in ChargeOver

    Triggers the automation whenever customer details are updated

    Instant
  • ChargeOver
    Contact is created in ChargeOver

    Triggers the automation whenever a new contact is created

    Instant
  • ChargeOver
    Contact is updated in ChargeOver

    Triggers the automation whenever a contact is updated

    Instant
  • ChargeOver
    Transaction is added in ChargeOver

    Triggers the automation whenever a new transaction occurs

    Instant
  • ChargeOver
    Transaction status is changed in ChargeOver

    Triggers the automation whenever the status of a transaction is updated

    Instant
  • ChargeOver
    Status of quote is changed in ChargeOver

    Triggers the automation whenever the status of a quote changes

    Instant
  • ChargeOver
    Quote is created in ChargeOver

    Triggers the automation whenever a new quote is created

    Instant
  • ChargeOver
    Invoice status is changed in ChargeOver

    Triggers the automation whenever the status of any invoice is updated

    Instant
  • ChargeOver
    Invoice is created in ChargeOver

    Triggers the automation whenever any invoice is added or modified

    Instant
  • ChargeOver
    Item is created in ChargeOver

    Triggers the automation whenever a new item is created

    Instant
  • ChargeOver
    Subscribption is added in ChargeOver

    Triggers the automation whenever a subscription is added

    Instant
  • ChargeOver
    Subscription status is changed in ChargeOver

    Triggers the automation whenever a subscription status is changed

    Instant
  • Klenty
    Link is clicked in Klenty

    Triggers the automation whenever a link in the email is clicked

    Instant
  • Klenty
    Email is opened in Klenty

    Triggers the automation whenever an email is opened

    Instant
  • Klenty
    Email is bounced in Klenty

    Triggers the automation whenever an email bounces back

    Instant
  • Klenty
    Reply is received in cadence in Klenty

    Triggers the automation whenever a reply is received within a cadence

    Instant
  • Klenty
    Prospect is sent to webhook in Klenty

    Triggers the automation whenever a prospect is sent to a webhook

    Instant
  • Klenty
    Cadence is completed in Klenty

    Triggers the automation whenever a cadence is completed

    Instant
  • Klenty
    First reply is received in cadence in Klenty

    Triggers the automation whenever the first reply is recieved

    Instant
  • Klenty
    Cadence is started in Klenty

    Triggers the automation whenever a new cadence is started

    Instant
  • Klenty
    Prospect has unsubscribed in Klenty

    Triggers the automation whenever a prospect unsubscribes

    Instant
2.
  • ChargeOver
    Create customer in ChargeOver

    Automatically adds a new customer to the database

  • ChargeOver
    Search customer by name in ChargeOver

    Automatically searches for a customer based on their name

  • ChargeOver
    Update customer in ChargeOver

    Automatically updates a customer's information

  • ChargeOver
    Create subscription in ChargeOver

    Automatically enroll users in a subscription service

  • ChargeOver
    Cancel a subscription in ChargeOver

    Automatically unsubscribe and end recurring subscription services

  • ChargeOver
    Search subscription by customer id in ChargeOver

    Automatically searches for a subscription by customer ID

  • ChargeOver
    Create contact in ChargeOver

    Automatically adds a new contact to the database

  • ChargeOver
    Search contact by first name in ChargeOver

    Automatically find information about a contact using the first name

  • ChargeOver
    Create a quote in ChargeOver

    Automatically creates a new workspace

  • ChargeOver
    Search quote by customer id in ChargeOver

    Automatically searches for a quote by customer ID

  • ChargeOver
    Search transaction by customer id in ChargeOver

    Automatically searches for a transaction using a customer ID

  • ChargeOver
    Search item by name in ChargeOver

    Automatically locate and retrieve particular item information using the item name

  • ChargeOver
    Search invoice by customer id in ChargeOver

    Automatically searches for an invoice using a customer ID

  • ChargeOver
    Create an invoice in ChargeOver

    Automatically generates a new invoice

  • Klenty
    Create prospect in Klenty

    Automatically generates a new porspect

  • Klenty
    Update prospect in Klenty

    Automatically updates prospect details with new information

  • Klenty
    Search prospect in Klenty

    Automatically searches for a particular prospect

  • Klenty
    Change prospect status to 'do-not-contact' in Klenty

    Automatically updates prospect status to 'do-not-contact', preventing further outreach

  • Klenty
    Unsubscribe prospect in Klenty

    Automatically removes prospect from mailing list

  • Klenty
    Start cadence in Klenty

    Automatically initiate a pre-defined sequence of actions or tasks

  • Klenty
    Stop cadence in Klenty

    Automatically stops the cadence

  • Klenty
    Resume cadence in Klenty

    Automatically resumes a cadence

  • Klenty
    Revert prospect status from 'do-not-contact' in Klenty

    Automatically reverts a prospect's status from 'do not contact'

  • Klenty
    Stop mails to prospect in Klenty

    Automatically stops sending mails to a prospect

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