ChargeKeep integration
Easy-to-use recurring and one-time payments software for Stripe & PayPal. Use ChargeKeep from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 6 actions
- 3 triggers
- Starts with
New Lead - ZoftAgent or workflow decides what happens next
- Then in ChargeKeepCreate Invoice
- AndCreate Product
Zoft + ChargeKeep
What Zoft can do with ChargeKeep.
- 01Voice agentsA phone agent can use ChargeKeep actions such as Create Invoice and Create Product during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update ChargeKeep while it talks to the customer.
- 03WorkflowsStart a workflow when “New Lead” happens in ChargeKeep, or use ChargeKeep as any step on the canvas.
- 04AI employeesAn AI employee can find and use ChargeKeep actions on its own, and ask for your approval before it sends or changes anything important.
Actions 6
Things Zoft can do in ChargeKeep.
- Create InvoiceCreates a new invoice in the CRM.
- Create ProductCreates a new product in the CRM
- Get Contact DetailsGet Contact Details
- Add or Update ContactCreates a new contact.
- Add or Update SubscriptionCreates a new subscription.
- Add or Update Contact (Extended)Adds or updates a contact (extended version)
Triggers 3
Events in ChargeKeep that can start a workflow.
- New LeadTriggers when a new lead is created
- New PaymentTriggers when a new payment is created
- New SubscriptionTriggers when a new subscription is created
Setup
Connect ChargeKeep in three steps.
- 01ConnectChoose ChargeKeep in Connections and enter the account details ChargeKeep asks for, such as a store name or token.
- 02Put it to workAdd ChargeKeep as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
ChargeKeep on Zoft, answered.
What can Zoft do with ChargeKeep?
Zoft supports 6 actions and 3 triggers for ChargeKeep. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect ChargeKeep to Zoft?
Choose ChargeKeep in Connections and enter the account details ChargeKeep asks for, such as a store name or token.
Can a voice agent or chat agent use ChargeKeep?
Yes. Once ChargeKeep is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in ChargeKeep without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.