Integrate ChargeDesk with Retently

Trigger NPS/CSAT surveys after subscription sign-ups or payment events, sync customer account information to keep feedback data aligned with payment history, and use survey responses to improve billing and subscription services.

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About ChargeDesk

ChargeDesk allows businesses to manage and automate payments and subscriptions. It provides functionalities to create, update, and track charges and customer accounts.

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ChargeDesk to Retently

1

Agent Log Created

Triggers when a new Agent Log is created.
2

Charge Created

Triggers when a new charge is created or imported.
3

Charge Updated

Triggers when a charge is updated.
4

Customer Created

Triggers when a new customer is created.
5

Subscription Canceled

Triggers when a subscription is canceled or unpaid.
6

Subscription Updated

Triggers when a subscription is updated.
7

Charge Failed

Triggers when a charge fails.
8

Request Paid

Triggers when a payment request is successfully paid by a customer.
9

Customer First Paid

Triggers when a customer makes their first payment.
10

Customer Updated

Triggers when a customer is updated.
11

Subscription Created

Triggers when a new subscription is created.
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Retently to ChargeDesk

1

Request Payment

Requests a payment from a customer.
2

Find Customer

Finds an existing customer.
3

Cancel Subscription

Cancels an active subscription.
4

Find Charge

Finds all matching charges.

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