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Automate tasks across ChargeOver with Proposify

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your ChargeOver and Proposify work.

Connect your ChargeOver and Proposify. 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 48 actions between ChargeOver and Proposify.
Can’t find an action you need? Let us know.

Email ReceiptUpdateEmails a transaction receipt from ChargeOver.Get TransactionReadRetrieves detailed transaction records from ChargeOver.List TransactionsReadRetrieves billing transaction records from ChargeOver.Void TransactionUpdateVoids an existing transaction in ChargeOver.Get ContactReadRetrieves detailed contact records from ChargeOver.List ContactsReadRetrieves customer contact records from ChargeOver.Get CustomerReadRetrieves detailed customer records from ChargeOver.List CustomersReadRetrieves customer account records from ChargeOver.Email InvoiceUpdateEmails an existing invoice from ChargeOver.Get InvoiceReadRetrieves detailed invoice records from ChargeOver.Get Invoice PDFReadRetrieves an invoice PDF from ChargeOver.List InvoicesReadRetrieves billing invoice records from ChargeOver.Void InvoiceUpdateVoids an existing invoice in ChargeOver.Get ItemReadRetrieves detailed item records from ChargeOver.List ItemsReadRetrieves catalog item records from 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 Proposify.

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

Related integrations

Explore other ways to connect ChargeOver with the apps your team already uses, or browse every ChargeOver and Proposify integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.StripeStripe connects app workflows across your app stack.CalendlyCalendly connects app workflows across your app stack.

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.