ChargeOver + WPForms Integration

Integrate ChargeOver to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture contact details, generate invoices, set up subscriptions, and streamline your billing workflows 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
  • WPForms
    Form is submitted in WPForms 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

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Ready Workflows Ready Workflows for ChargeOver + WPForms Integration

Capture form submissions, create customer accounts, generate invoices, track subscriptions, and notify your team, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your ChargeOver + WPForms flow

Streamline billing, sync customer data, and notify your team across your favorite tools once form submissions reach ChargeOver. Pick a combination and activate it in one click.

ChargeOver
WPForms
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
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GmailGmail (3)
W
C
S
Create a ChargeOver customer and a Stripe customer from every new WPForms submission, and charge the payment method.
Every WPForms submission instantly creates a customer in ChargeOver and sets up a matching customer profile in Stripe without manual re-typing.
W
C
S
Create a ChargeOver invoice and a Stripe charge when a WPForms form is submitted.
Generate invoices in ChargeOver and process payments in Stripe automatically from every WPForms order form submission.
W
C
S
Set up a ChargeOver subscription and a Stripe subscription whenever a WPForms form is submitted.
Start recurring billing in ChargeOver and create a subscription in Stripe directly from your WPForms signup form.
W
C
S
Use Claude to evaluate WPForms submissions, create a ChargeOver customer, and record the payment in Stripe.
Analyze form submissions with Claude, set up the customer in ChargeOver, and process the initial payment in Stripe.

Supported triggers and actions for ChargeOver and WPForms

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
Try it โ†’
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
Try it โ†’
Create contact in ChargeOver
Adds a new contact to the database
Try it โ†’
Search contact by first name in ChargeOver
Finds information about a contact using the first name
Try it โ†’
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
Try it โ†’
Search invoice by customer id in ChargeOver
Searches for an invoice using a customer id
Try it โ†’
Create an invoice in ChargeOver
Generates a new invoice
Try it โ†’
WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
Try it โ†’
No action is available

What can you automate with ChargeOver + WPForms?

Streamline your billing operations and customer onboarding by connecting form submissions directly to your recurring billing platform.

What you can automate?
โšก
Create ChargeOver customers from form submissions
Automatically generate a new customer account in ChargeOver the moment someone submits a registration or order form in WPForms. Eliminate manual copying and start billing workflows immediately.
๐Ÿ“‹
Capture every submitted form field
Map all custom answers, dropdown selections, and contact fields from WPForms straight into ChargeOver instead of just basic names and emails. Your billing platform receives complete context for every customer.
๐Ÿ””
Alert your team instantly on Slack
Notify your sales or finance channel in Slack as soon as a form is submitted and processed in ChargeOver. Ensure the right team members know about new orders without checking dashboards.
๐Ÿ”€
Route submissions based on form answers
Trigger different billing workflows in ChargeOver depending on specific options selected in your WPForms submission. Handle enterprise clients and standard signups through distinct automated paths.
๐Ÿ”„
Keep customer records updated
Automatically update existing ChargeOver customer profiles when recurring users submit updated information through your WPForms update forms. Keep your billing data accurate over time.
๐Ÿ”
Search and update existing accounts
Search for existing customer records by name or email before creating new entries in ChargeOver, preventing duplicate accounts from recurring form submissions.
๐Ÿงพ
Generate invoices and subscriptions
Automatically create invoices, quotes, or recurring subscriptions in ChargeOver directly from order form submissions in WPForms. Streamline your revenue collection from day one.
๐Ÿ“ˆ
Extend flows to Google Sheets
Send form submission data to ChargeOver while simultaneously logging every transaction row into Google Sheets for comprehensive record-keeping and reporting.
And much more...

Who is ChargeOver + WPForms integration for?

Connecting ChargeOver and WPForms helps finance, sales, and support teams eliminate manual data entry, streamline customer onboarding, and keep billing records accurate.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations managers
Operations managers
Billing specialists
Billing specialists
Business owners
Business owners
๐Ÿ“ˆ
Performance marketers
You're running lead generation campaigns and capturing signups through forms, but your tracking spreadsheets only update when someone manually exports records, so your conversion numbers are always hours behind โ€” this integration means every form submission populates your billing system instantly and your revenue data stays current.
โšก
Sales representatives
You need to act fast when prospective buyers submit order forms, but you find out about new leads long after they submit their details โ€” this integration means new form entries create customer profiles immediately and notify your team so you can close deals without delay.
๐Ÿค
Account managers
You answer to clients who want to see their onboarding and billing setups completed promptly, but manual data handoffs cause frustrating delays โ€” automating both apps means customer accounts and subscriptions are initialized the second the form is submitted.
๐Ÿ“Š
Operations managers
The volume of incoming form submissions is too high for anyone to keep up by hand, leading to missed customer profiles and billing errors โ€” automating both apps means every submission flows into your billing workflow without human intervention.
๐Ÿ’ผ
Billing specialists
You own the invoicing process and depend on your website forms to hand over clean customer data, but manual copy-pasting introduces costly mistakes โ€” connecting these apps means customer records and invoices are generated automatically from every submission.
๐Ÿ—‚๏ธ
Business owners
You need a reliable customer history across your software stack, but you keep finding gaps between form submissions and billing records โ€” automating both apps means your customer database remains complete and accurate at all times.
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 + WPForms

Build and manage your ChargeOver + WPForms 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 + WPForms 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 โ€” 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ChargeOver to WPForms?
Frequently Asked Questions
You can connect ChargeOver to WPForms in just one click using ready-made templates on Integrately. Simply authenticate both accounts, select a pre-built workflow, or ask Integrately AI to set up custom data mapping between WPForms and ChargeOver alongside tools like Slack, Google Sheets, and Gmail.
Can I automatically create ChargeOver customers when a WPForms form is submitted?
Frequently Asked Questions
Can I connect ChargeOver, WPForms, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for ChargeOver and WPForms?
Frequently Asked Questions
How do ChargeOver customer records update from WPForms submissions?
Frequently Asked Questions
Can WPForms trigger invoices in ChargeOver?
Frequently Asked Questions
Do I need coding skills to automate ChargeOver and WPForms?
Frequently Asked Questions
Is the ChargeOver and WPForms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect ChargeOver or WPForms With 1500+ Other Apps

ChargeOver
Popular ChargeOver Integrations
Connect ChargeOver to accounting, CRM, and analytics tools to manage your billing workflows.
WPForms
Popular WPForms Integrations
Sync WPForms with marketing, support, and database platforms to capture and route form data.
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WPForms Integrations arrow right
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