ChargeOver integration | Zervanor
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ChargeOver

Also an agent tool
finance-billing

ChargeOver recurring billing & subscription management — customers, contacts, invoices, transactions (payments/refunds/credit memos), subscriptions (packages), quotes, items, stored pay methods (credit card / ACH / tokenized), usage/metered, and coupons.

86 actions · 2 triggers

The ChargeOver integration lets you connect ChargeOver to your automations with 86 actions and 2 triggers — and every action is also a tool an AI agent can call. Examples: List Customers, Get Customer, Create Customer, Update Customer, Delete Customer. No blank-canvas wiring — connect it and use it in your workflows.

Every action below is also a tool an AI agent can call — the same pack powers your workflows and your agents.

Triggers 2

Events in ChargeOver that can start a workflow.

polling

New ChargeOver customer

Fires for each customer created since the last poll (customer_id cursor). Pass order=customer_id ASC so the id cursor is monotonic; apply the cursor as where=customer_id:GT:<last_id>. ChargeOver REST-hook deliveries are unsigned (chargeover-04), so polling is the v1 trigger path.

polling

New ChargeOver invoice

Fires for each invoice created since the last poll (invoice_id cursor). Pass order=invoice_id ASC and apply the cursor as where=invoice_id:GT:<last_id>.

Actions 86

What Zervanor can do in ChargeOver.

Package15

GET

List Subscriptions

Query for subscriptions/packages (GET /package).

GET

Get Subscription

Get a specific subscription/package (GET /package/{id}).

POST

Create Subscription

Create a subscription/package (POST /package).

PUT

Update Subscription

Update a subscription/package (PUT /package/{id}).

POST

Upgrade / Downgrade Subscription

Upgrade or downgrade a subscription (POST /package/{id}?action=upgrade).

POST

Schedule Subscription Price Update

Schedule a price update for a subscription (POST /package/{id}?action=schedulePriceUpdate).

POST

Invoice Subscription Now

Invoice a subscription immediately (POST /package/{id}?action=invoiceNow).

POST

Adjust Next Invoice Date

Adjust the next invoice date of a subscription (POST /package/{id}?action=nextInvoiceDate).

POST

Suspend Subscription

Suspend a subscription (POST /package/{id}?action=suspend).

POST

Unsuspend Subscription

Unsuspend a subscription (POST /package/{id}?action=unsuspend).

POST

Cancel Subscription

Cancel a subscription (POST /package/{id}?action=cancel).

POST

Un-cancel Subscription

Un-cancel a subscription (POST /package/{id}?action=uncancel).

POST

Change Subscription Payment Cycle

Change the payment cycle of a subscription (POST /package/{id}?action=paycycle).

POST

Set Subscription Pay Method

Set the payment method for a subscription (POST /package/{id}?action=setPaymethod).

POST

Send Subscription Welcome Email

Send a subscription welcome email (POST /package/{id}?action=welcomeEmail).

Invoice12

GET

List Invoices

Query for invoices (GET /invoice).

GET

Get Invoice

Get a specific invoice (GET /invoice/{id}).

POST

Create Invoice

Create an invoice (POST /invoice).

PUT

Update Invoice

Update an invoice (PUT /invoice/{id}).

POST

Add Invoice Late Fee

Add a late fee to an invoice (POST /invoice/{id}?action=lateFee).

POST

Schedule Invoice Payment

Schedule a payment for an invoice (POST /invoice/{id}?action=schedulePayment).

POST

Remove Scheduled Invoice Payment

Remove a scheduled payment from an invoice (POST /invoice/{id}?action=removeScheduledPayment).

POST

Set Invoice Pay Method

Set the payment method for an invoice (POST /invoice/{id}?action=setPaymethod).

POST

Apply Payment To Invoice

Apply a payment to an invoice (POST /invoice/{id}?action=applyPayment).

POST

Void Invoice

Void an invoice (POST /invoice/{id}?action=void).

POST

Email Invoice

Email an invoice (POST /invoice/{id}?action=email).

POST

Print & Mail Invoice

Print and mail an invoice (POST /invoice/{id}?action=printMail).

Customer11

GET

List Customers

Query for customers with filter/sort/pagination (GET /customer).

GET

Get Customer

Get a specific customer (GET /customer/{id}).

POST

Create Customer

Create a customer (POST /customer). New id at response.customer_id.

PUT

Update Customer

Update a customer (PUT /customer/{id}).

DELETE

Delete Customer

Delete a customer (DELETE /customer/{id}).

POST

Set Customer Inactive

Set a customer as inactive (POST /customer/{id}?action=inactive).

POST

Set Customer Active

Set a customer as active (POST /customer/{id}?action=active).

POST

Set Customer Primary Contact

Set the primary contact for a customer (POST /customer/{id}?action=primaryContact).

POST

Set Customer Default Pay Method

Set the default payment method for a customer (POST /customer/{id}?action=defaultPaymethod).

POST

Email Customer

Email a customer (POST /customer/{id}?action=email).

POST

Disconnect Customer From Parent

Disconnect a customer from its parent customer (POST /customer/{id}?action=disconnect).

Transaction9

GET

List Transactions

Query for transactions (GET /transaction).

GET

Get Transaction

Get a specific transaction (GET /transaction/{id}).

POST

Make Payment

Make a payment / charge a stored method (POST /transaction).

POST

Record Offline Payment

Record an offline payment (POST /transaction?action=offline).

POST

Create Credit Memo

Create a credit memo (POST /transaction?action=creditMemo).

POST

Mark Transaction Declined

Mark a transaction declined (POST /transaction/{id}?action=declined).

POST

Adjust Applied Amounts

Adjust applied amounts on a transaction (POST /transaction/{id}?action=adjustApplied).

POST

Void Transaction

Void a transaction (POST /transaction/{id}?action=void).

POST

Email Receipt

Email a receipt for a transaction (POST /transaction/{id}?action=emailReceipt).

Quote8

GET

List Quotes

Query for quotes (GET /quote).

GET

Get Quote

Get a specific quote (GET /quote/{id}).

POST

Create Quote

Create a quote (POST /quote). Quote line items share the documented line_items structure (item_id, line_rate, line_quantity, descrip).

PUT

Update Quote

Update a quote (PUT /quote/{id}).

POST

Email Quote

Email a quote (POST /quote/{id}?action=email).

POST

Convert Quote By Pay Cycle

Convert a quote by paycycle (POST /quote/{id}?action=convertPaycycle).

POST

Convert Quote To Invoice

Convert a quote to an invoice (POST /quote/{id}?action=convertToInvoice).

POST

Convert Quote To Subscription

Convert a quote to a package/subscription (POST /quote/{id}?action=convertToPackage).

User7

GET

List Users

Query for contacts/users (GET /user).

GET

Get User

Get a specific contact/user (GET /user/{id}).

POST

Create User

Add a contact/user (POST /user).

PUT

Update User

Update a contact/user (PUT /user/{id}).

DELETE

Delete User

Delete a contact/user (DELETE /user/{id}).

POST

Set User Password

Send a password reset / set a password (POST /user/{id}?action=setPassword).

POST

User Login

Authenticate a contact/user (POST /user?action=login).

Item5

GET

List Items

Query for items/products (GET /item).

GET

Get Item

Get a specific item (GET /item/{id}).

POST

Create Item

Create an item/product (POST /item). Pricing/tier fields are not enumerated in the public docs (chargeover-10).

PUT

Update Item

Update an item/product (PUT /item/{id}).

DELETE

Delete Item

Delete an item/product (DELETE /item/{id}).

Usage5

POST

Store Usage

Store a usage/metered data point (POST /usage). Field set partially documented (chargeover-11).

GET

List Usage

Query for usage/metered data (GET /usage).

POST

Bulk Upload Usage

Bulk usage/metered data upload (POST /usage?action=bulk). Body shape partially documented (chargeover-11).

DELETE

Delete Usage

Delete a usage/metered record (DELETE /usage/{id}).

POST

Delete Usage For Line Item

Delete usage for a line item (POST /usage?action=deleteForLineItem).

Resthook3

GET

List REST Hooks

View your REST hook subscriptions (GET /_resthook).

POST

Create REST Hook

Subscribe to an event via REST hook (POST /_resthook). Deliveries are unsigned (chargeover-04); use polling for verifiable triggers.

DELETE

Delete REST Hook

Unsubscribe a REST hook (DELETE /_resthook/{id}).

Achaccount3

POST

Store ACH / eCheck

Store an ACH/eCheck bank account on a customer (POST /achaccount).

GET

List ACH / eCheck Accounts

Query for ACH/eCheck accounts (GET /achaccount).

DELETE

Delete ACH / eCheck Account

Delete an ACH/eCheck account (DELETE /achaccount/{id}).

Creditcard3

POST

Store Credit Card

Store a credit card on a customer (POST /creditcard).

GET

List Credit Cards

Query for stored credit cards (GET /creditcard).

DELETE

Delete Credit Card

Delete a stored credit card (DELETE /creditcard/{id}).

Tokenizedpaymethod3

POST

Store Tokenized Pay Method

Store a gateway-tokenized payment method (POST /tokenizedpaymethod). Exact field set partially documented (chargeover-06).

GET

List Tokenized Pay Methods

Query for tokenized pay methods (GET /tokenizedpaymethod).

DELETE

Delete Tokenized Pay Method

Delete a tokenized pay method (DELETE /tokenizedpaymethod/{id}).

Coupon2

GET

List Coupons

Retrieve a list of coupons (GET /coupon).

GET

Get Coupon

Retrieve a specific coupon (GET /coupon/{id}).

Automations using ChargeOver

Build your own automation with ChargeOver in the visual builder.

Frequently asked questions

What can I automate with ChargeOver?

86 actions are available — for example: List Customers, Get Customer, Create Customer, Update Customer, Delete Customer, and more.

Which ChargeOver events can start a workflow?

2 triggers — for example: New ChargeOver customer, New ChargeOver invoice.

Can ChargeOver be used as an AI agent tool?

Yes. Every ChargeOver action automatically becomes a tool an AI agent can call — the same pack powers both your workflows and your agents.

How is the ChargeOver integration modelled?

ChargeOver is modelled as a versioned connector pack, and the steps that need reasoning fall to first-party agents hosted in the same runtime as the workflows.