ChargeOver + Refersion Integration

Integrate ChargeOver to Refersion in one click, or tell Integrately AI how you want each customer handled. Create affiliate accounts, track conversions, update billing records, and manage payouts automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ChargeOver
    Customer is created in ChargeOver Instant
  • ChargeOver
    Customer is updated in ChargeOver Instant
  • ChargeOver
    Contact is created in ChargeOver Instant
  • ChargeOver
    Contact is updated in ChargeOver Instant
  • ChargeOver
    Transaction is added in ChargeOver Instant
  • ChargeOver
    Transaction status is changed in ChargeOver Instant
  • ChargeOver
    Status of quote is changed in ChargeOver Instant
  • ChargeOver
    Quote is created in ChargeOver Instant
  • ChargeOver
    Invoice status is changed in ChargeOver Instant
  • ChargeOver
    Invoice is created in ChargeOver Instant
  • ChargeOver
    Item is created in ChargeOver Instant
  • ChargeOver
    Subscribption is added in ChargeOver Instant
  • ChargeOver
    Subscription status is changed in ChargeOver Instant
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
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2.
  • ChargeOver
    Create customer in ChargeOver
  • ChargeOver
    Search customer by name in ChargeOver
  • ChargeOver
    Update customer in ChargeOver
  • ChargeOver
    Create subscription in ChargeOver
  • ChargeOver
    Cancel a subscription in ChargeOver
  • ChargeOver
    Search subscription by customer id in ChargeOver
  • ChargeOver
    Create contact in ChargeOver
  • ChargeOver
    Search contact by first name in ChargeOver
  • ChargeOver
    Create a quote in ChargeOver
  • ChargeOver
    Search quote by customer id in ChargeOver
  • ChargeOver
    Search transaction by customer id in ChargeOver
  • ChargeOver
    Search item by name in ChargeOver
  • ChargeOver
    Search invoice by customer id in ChargeOver
  • ChargeOver
    Create an invoice in ChargeOver
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for ChargeOver + Refersion Integration

Create affiliates from new customers, track conversions, update billing statuses, and manage payouts, all in just one click.

Most popular automationsmost-popular-automations
ChargeOver + Refersion Integration

Create Refersion affiliate 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 affiliate should also be created in Refersion.

This will ensure that all future correspondence with the customer is tracked and attributed to that affiliate, 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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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ChargeOver + Refersion flow

Send payment receipts, notify your team about new affiliates, and sync financial records across your accounting and CRM stack. Pick a combination and activate it in one click.

ChargeOver
Refersion
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
SlackSlack (5)
+
HubSpotHubSpot (4)
C
R
S
When a customer is created in ChargeOver, create an affiliate in Refersion and create a customer in Shopify.
New ChargeOver customers automatically generate a Refersion affiliate and a Shopify customer profile without manual exports.
R
C
S
When a conversion is created in Refersion, search customer by name in ChargeOver and update customer in Shopify.
Affiliate conversions in Refersion immediately update customer records in ChargeOver and Shopify.
C
R
S
When subscription status is changed in ChargeOver, search affiliate in Refersion and create an order in Shopify.
Subscription updates in ChargeOver trigger affiliate lookups and Shopify order creation.
R
C
S
When an affiliate is created in Refersion, create customer in ChargeOver and create a product in Shopify.
New Refersion affiliates generate corresponding ChargeOver customers and Shopify catalog items.

Supported triggers and actions for ChargeOver and Refersion

Mix and match to build the exact automation you need

ChargeOver
ChargeOver Triggers & Actions
Instant
Customer is created in ChargeOver
Triggers the automation when a new customer is created
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Instant
Customer is updated in ChargeOver
Triggers the automation when customer details are updated
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Instant
Contact is created in ChargeOver
Triggers the automation when a new contact is created
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Instant
Contact is updated in ChargeOver
Triggers the automation when a contact is updated
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Instant
Transaction is added in ChargeOver
Triggers the automation when a new transaction occurs
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Instant
Transaction status is changed in ChargeOver
Triggers the automation when the status of a transaction is updated
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Instant
Status of quote is changed in ChargeOver
Triggers the automation when the status of a quote changes
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Instant
Quote is created in ChargeOver
Triggers the automation when a new quote is created
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Instant
Invoice status is changed in ChargeOver
Triggers the automation when the status of any invoice is updated
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Instant
Invoice is created in ChargeOver
Triggers the automation when any invoice is added or modified
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Instant
Item is created in ChargeOver
Triggers the automation when a new item is created
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Instant
Subscribption is added in ChargeOver
Triggers the automation when a subscription is added
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Instant
Subscription status is changed in ChargeOver
Triggers the automation when a subscription status is changed
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Create customer in ChargeOver
Adds a new customer to the database
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Search customer by name in ChargeOver
Searches for a customer based on their name
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Update customer in ChargeOver
Updates a customer's information
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Create subscription in ChargeOver
Enrolls users in a subscription service
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Cancel a subscription in ChargeOver
Unsubscribe and end recurring subscription services
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Search subscription by customer id in ChargeOver
Searches for a subscription by customer id
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Create contact in ChargeOver
Adds a new contact to the database
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Search contact by first name in ChargeOver
Finds information about a contact using the first name
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Create a quote in ChargeOver
Creates a new workspace
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Search quote by customer id in ChargeOver
Searches for a quote by customer id
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Search transaction by customer id in ChargeOver
Searches for a transaction using a customer id
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Search item by name in ChargeOver
Locates and retrieves particular item information using the item name
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Search invoice by customer id in ChargeOver
Searches for an invoice using a customer id
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Create an invoice in ChargeOver
Generates a new invoice
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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Try it →
Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with ChargeOver + Refersion?

Streamline your billing operations and affiliate marketing workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync customers and affiliates automatically
Instantly create a Refersion affiliate whenever a new customer is created in ChargeOver, eliminating manual partner onboarding.
📝
Capture every submitted transaction detail
Map all available ChargeOver transaction statuses, invoice amounts, and quote details directly into your partner management workflows.
🔔
Tell the right person as soon as it happens
Send instant notifications to your finance, sales, or support channels in Slack whenever a new conversion or subscription updates.
🔀
Route based on submitted field criteria
Trigger specific actions depending on whether a Refersion conversion is approved or denied, ensuring proper handling of partner payouts.
📊
Keep your destination platform up to date
Automatically update customer profiles, invoice statuses, and subscription records across platforms as billing events occur.
🛡️
Search and update instead of creating duplicates
Look up existing customer records by name or transaction ID before creating new entries, keeping your databases clean and organized.
💳
Handle later status changes and payments
Automate follow-up actions when invoice statuses change, subscription renewals occur, or affiliate payments are successfully created.
🔌
Extend your workflow to Slack
Connect your core billing and affiliate pair to Slack to broadcast real-time updates and keep your team fully aligned.
And much more...

Who is ChargeOver + Refersion integration for?

Operations, finance, and marketing teams managing recurring billing and affiliate networks eliminate manual data entry and keep records perfectly synchronized.

Financial analysts
Financial analysts
Affiliate managers
Affiliate managers
Billing operations leads
Billing operations leads
Growth marketers
Growth marketers
Sales development reps
Sales development reps
Compliance officers
Compliance officers
📈
Financial analysts
You're reviewing billing reports and affiliate payouts but your revenue ledger only updates when someone manually exports records, so the totals you're auditing against are always outdated — connecting these apps means every new transaction and conversion populates your books instantly and your financial data stays current.
Affiliate managers
You need to onboard new partners fast and verify subscription milestones, but manual customer creation slows you down and leads to missed payouts — automating both apps means every new ChargeOver customer provisions a Refersion affiliate instantly and your partner program runs without friction.
📋
Billing operations leads
You answer to executive stakeholders who want real-time visibility into subscription metrics and referral revenue, but compiling spreadsheet summaries takes hours of manual work — this integration means all invoice statuses, customer records, and affiliate conversions sync automatically and your stakeholder reports are always ready.
🚀
Growth marketers
The volume of new customer sign-ups and affiliate conversions is too high for anyone to keep up with by hand, resulting in delayed partner attribution and unassigned leads — automating both apps means every conversion and customer record links effortlessly and your growth engine operates at scale.
🤝
Sales development reps
You own the outreach follow-up and depend on billing and partner teams to hand over new subscriber details, but manual handoffs cause hours of delay — connecting these apps means every subscription update and affiliate trigger populates your CRM immediately and your outreach starts on time.
🔍
Compliance officers
You need a reliable history of all financial transactions, invoice changes, and affiliate payouts, but manual data entry leaves recurring gaps in your audit trails — integrating these apps means every event logs accurately across your systems and your compliance records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate ChargeOver + Refersion

Build and manage your ChargeOver + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ChargeOver + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect ChargeOver to Refersion?
Frequently Asked Questions
You can connect ChargeOver to Refersion in 1-click using ready workflows on Integrately, or ask Integrately AI to build the automation. It links your billing platform and affiliate network alongside tools like Shopify, QuickBooks Online, and Slack.
Can I automatically create a Refersion affiliate when a customer is created in ChargeOver?
Frequently Asked Questions
Can I connect ChargeOver, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ChargeOver and Refersion?
Frequently Asked Questions
How does ChargeOver handle customer data during synchronization?
Frequently Asked Questions
Can I track affiliate conversions from Refersion in ChargeOver?
Frequently Asked Questions
Do I need coding skills to automate ChargeOver and Refersion?
Frequently Asked Questions
Is the ChargeOver and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect ChargeOver or Refersion With 1500+ Other Apps

ChargeOver
Popular ChargeOver Integrations
Connect ChargeOver to accounting, invoicing, and payment processing tools to keep your billing operations running smoothly.
Refersion
Popular Refersion Integrations
Sync Refersion with CRM, marketing automation, and email platforms to optimize your affiliate marketing campaigns.
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Refersion Integrations arrow right
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