Chargify + Salesforce

Chargify + Salesforce integrations

Update and find subscriptions in Chargify for new Salesforce records

If you find yourself manually syncing Salesforce records to Chargify, then this is the integration for you. Whenever new records are created in Salesforce, then its matching subscriptions are found in Chargify and subsequently updated with details from the records. This can be particularly useful for syncing account/contact IDs to merchant/subscription reference ID fields.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this...
Find a SubscriptionFinds a subscription.
ActionSearch
then do this!
Update SubscriptionUpdates an existing subscription.
ActionWrite

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More things you can do with Salesforce and Chargify

Discover other triggers and actions you can use with Salesforce and Chargify

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Customer
Triggers when a customer is added.
Trigger
Polling
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New Subscription
Triggers when a new subscription is created.
Trigger
Polling
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Updated Subscription
Triggers when a subscription is updated.
Trigger
Polling
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- First_name
- Last_name
- Email
  Required
- Cc_emails
- Organization
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Write
- Product
  Required
- Customer
  Required
- Payment Profile
- Ref
- Coupon_code
- Payment_collection_method
- Receives_invoice_emails
- Net_terms
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email
- Id
- Organization
Action
Search
- Product_family_id
- Product Family Name
- Product Family Description
Action
Search
- Email
  Required
- Id
- Organization
- First_name
- Last_name
- Cc_emails
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
- Event Trigger
  Required
Trigger
Polling
Try It
- Type of discount
  Required
- Product Family
  Required
- Name
  Required
- Code
  Required
- Description
  Required
- Allow_negative_balance
- Recurring
- End_date
- Stackable
- Compounding_strategy
- Restricted_products
- Restricted_components
Action
Write
- Product
  Required
- Name
  Required
- Handle
- Price_in_cents
  Required
- Interval
  Required
- Interval_unit
  Required
- 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
- Subscription
  Required
- Product
- Receives_invoice_emails
- Next_billing_date
- Net_terms
Action
Write
- Product_family_id
  Required
- Include_archived
Action
Search
- Product_id
- Product_name
- Product_description
Action
Search
- Subscription_id
  Required
Action
Search
- Subscription_id
  Required
- Product
  Required
- Customer
  Required
- Payment Profile
- Ref
- Coupon_code
- Payment_collection_method
- Receives_invoice_emails
- Net_terms
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.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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CRM (Customer Relationship Management)

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