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Connect Formsite and ChargeDesk to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Formsite with ChargeDesk - no code necessary. See how you can get setup in minutes.

Select a trigger from Formsite

A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."

A trigger is the event that kicks off your automated workflow.

Setup an action from ChargeDesk

An action is what takes place after the automation is triggered. For example, with ChargeDesk, the action could be "Cancel Subscription."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formsite to ChargeDesk

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formsite to ChargeDesk integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Formsite and ChargeDesk to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Form
  Required
Trigger
Instant
Try It
Charge Failed
Triggers when a charge fails.
Trigger
Instant
Try It
Request Paid
Triggers when a payment request is successfully paid by a customer.
Trigger
Instant
Try It
Customer First Paid
Triggers when a customer makes their first payment.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Try It
Subscription Created
Triggers when a new subscription is created.
Trigger
Instant
Try It
- Subscription ID
  Required
- When
- Refund
Action
Write
- Query
- Customer ID
- Customer Email
- Status
- Count
Action
Search

Agent Log Created
Triggers when a new Agent Log is created.
Trigger
Instant
Try It
Charge Created
Triggers when a new charge is created or imported.
Trigger
Instant
Try It
Charge Updated
Triggers when a charge is updated.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Subscription Canceled
Triggers when a subscription is canceled or unpaid.
Trigger
Instant
Try It
Subscription Updated
Triggers when a subscription is updated.
Trigger
Instant
Try It
- Amount
  Required
- Currency
  Required
- Description
- Contact
- Customer ID
- Product ID
- Using
Action
Write
- Customer ID
- Email
- Name
- Username
Action
Search

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn moreLearn more

Related categories

Forms & Surveys

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About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

Related categories

Customer Support

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