Docs

Automate tasks across ChargeDesk with Salesforce

We work with you to understand your business processes, and automate all work between ChargeDesk and Salesforce.

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between ChargeDesk and Salesforce.

Send a Salesforce notification when ChargeDesk receives a high-priority item.
Create a Salesforce follow-up from new qualified activity in ChargeDesk.
Copy new customer details from ChargeDesk into Salesforce.
Update the matching Salesforce item when a ChargeDesk status changes.
Start a review in Salesforce when ChargeDesk flags an exception.
Summarize new ChargeDesk activity and save it in Salesforce.

Every action you need

Your company can interact with ChargeDesk and Salesforce using our 46 actions.
Can’t find what you need? Let us know.

List Agent ActivityReadRetrieves agent activity logs from ChargeDesk.
Create ChargeCreateCreates a new charge in ChargeDesk.
List ChargesReadRetrieves charges from ChargeDesk.
Retrieve ChargeReadRetrieves a charge from ChargeDesk.
Update ChargeUpdateUpdates an existing charge in ChargeDesk.
Email ChargeCreateEmails a charge from ChargeDesk.
Retrieve Charge ItemsReadRetrieves charge items from ChargeDesk.
Preview ChargeReadRetrieves a charge preview from ChargeDesk.
Create CustomerCreateCreates a new customer in ChargeDesk.
List CustomersReadRetrieves customers from ChargeDesk.
Retrieve CustomerReadRetrieves a customer from ChargeDesk.
Update CustomerUpdateUpdates an existing customer in ChargeDesk.
Group CustomersReadRetrieves grouped customers from ChargeDesk.
Create ProductCreateCreates a new product in ChargeDesk.
List ProductsReadRetrieves products from ChargeDesk.

Frequently Asked Questions

Common questions about working with MindCloud on your ChargeDesk and Salesforce integration.

Apps are the systems your business runs on, like ChargeDesk and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.