Easy-to-use recurring and one-time payments software for Stripe & PayPal
ChargeKeep currently provides 3 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to connect customer and order activity to the relationship record behind it.
New Lead
Triggers when a new lead is created
New Payment
Triggers when a new payment is created
New Subscription
Triggers when a new subscription is created
Add or Update Contact
Creates a new contact.
Add or Update Contact (Extended)
Adds or updates a contact (extended version)
Add or Update Subscription
Creates a new subscription.
Create Invoice
Creates a new invoice in the CRM.
Create Product
Creates a new product in the CRM
Get Contact Details
Get Contact Details
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported ChargeKeep event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Lead
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported ChargeKeep action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Add or Update Contact
Combine ChargeKeep with another integration and Coherence records to connect customer and order activity to the relationship record behind it.
Starts with
New Lead
Finishes with
Add or Update Contact, then preserve the outcome in Coherence
The exact authentication fields depend on ChargeKeep. The workflow structure stays straightforward:
Authorize the ChargeKeep account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with ChargeKeep or provide a complementary trigger or action.
ChargeKeep currently provides 3 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to connect customer and order activity to the relationship record behind it.
ChargeKeep currently lists 3 triggers and 6 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported ChargeKeep triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
Start automating in minutes. No credit card required.
