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Automate tasks across ChargeOver with Close

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make ChargeOver and Close talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your ChargeOver and Close work.

Connect your ChargeOver and Close. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 65 actions between ChargeOver and Close.
Can’t find an action you need? Let us know.

Email ReceiptRun an email receipt action in ChargeOver.Get TransactionRun a get transaction action in ChargeOver.List TransactionsRun a list transactions action in ChargeOver.Void TransactionRun a void transaction action in ChargeOver.Get ContactRun a get contact action in ChargeOver.List ContactsRun a list contacts action in ChargeOver.Get CustomerRun a get customer action in ChargeOver.List CustomersRun a list customers action in ChargeOver.Email InvoiceRun an email invoice action in ChargeOver.Get InvoiceRun a get invoice action in ChargeOver.Get Invoice PDFRun a get invoice pdf action in ChargeOver.List InvoicesRun a list invoices action in ChargeOver.Void InvoiceRun a void invoice action in ChargeOver.Get ItemRun a get item action in ChargeOver.List ItemsRun a list items action in ChargeOver.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with ChargeOver and Close.

MindCloud connects ChargeOver and Close so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.