ChargeKeep Zapier integrationAutomate ChargeKeep with Zapier.
The ChargeKeep Zapier integration gives you 3 triggers and 6 actions to react the moment a lead, a payment or a subscription appears, and to write contacts, products, subscriptions and invoices back into the CRM. All three triggers are instant, even on the free plan.
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What the ChargeKeep Zapier integration actually does
It connects your ChargeKeep account, the payment and subscription system with its own CRM, to Zapier. A new lead, payment or subscription can start an automation straight away, and Zapier can add or update contacts, products, subscriptions and invoices for you.
Three outcomes cover what people usually want. Every payment announced to the team: New Payment starts the Zap, Get Contact Details pulls the payer's record, and a message tells sales who just paid. An invoice that follows each payment: New Payment fires and Create Invoice writes the invoice in the CRM, with Historical Data left on false because it is a real transaction. A subscription set up from outside: Add or Update Subscription attaches a plan to an existing contact using their external ID and the product code.
The good news is speed. All three ChargeKeep triggers are instant: ChargeKeep tells Zapier the moment the event happens, so the free plan's waiting time never applies. What Zapier does not offer: no search step for this app, no trigger when a payment fails or a subscription ends, and no action that refunds or cancels.
If you want a second opinion on the tool itself, read our Zapier review, or the Zapier alternatives roundup.
Zapier vocabulary in one minute
Eight words come back throughout this page. Here they are in plain terms.
- Zap
- The automation you build: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier sits and waits for that event.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something on your behalf.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
- Polling trigger
- A trigger Zapier checks on a timer. It asks the app for new items at a set interval and keeps only what it has not seen.
- Instant trigger
- A trigger the app reports by itself: it calls Zapier the moment the event happens. Every ChargeKeep trigger works this way.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it otherwise.
- Search step
- A step that looks up something already in an app so later steps can use it. ChargeKeep has none in Zapier.
What a ChargeKeep Zap really costs
Zapier bills tasks, and only an action that succeeds is a task. The trigger itself costs nothing, whether it is a lead, a payment or a subscription.
- Free plan100 tasks a month, unlimited Zaps
- Zap size on freeTwo steps: one trigger, one action
- ChargeKeep triggersInstant, never billed
- Failed actionNot counted
- ChargeKeep on ZapierNot a premium app
A Zap that turns each new lead into a contact costs one task per lead. The payment Zap below runs Get Contact Details then sends a Slack message: two actions, each one counted when it succeeds, and a multi-step Zap that needs a paid plan, since the free plan stops at one trigger and one action. A failed action is not counted. ChargeKeep is not a premium app, and because its triggers are instant, the interval grid below does not slow it down.
Connect ChargeKeep to Zapier in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. A connection is your ChargeKeep account linked to Zapier once, then reused by every ChargeKeep step in every Zap.
- 02
Pick ChargeKeep and start the link
Type ChargeKeep in the dialog, select it, then click Add connection. You need a ChargeKeep account of your own, plus access to any records you do not own but want the Zap to read or change.
- 03
Sign in and grant access
Sign in to ChargeKeep in the tab that opens and allow Zapier to use the account. Every ChargeKeep trigger and action you add afterwards reuses this one connection.
Your first ChargeKeep Zap: tell the team about every payment
GoalEach payment ChargeKeep records reaches your sales channel with the payer's details, so nobody has to watch the dashboard to know who just paid.
- 01
Build: choose the trigger
Start a new Zap, pick ChargeKeep and the New Payment event, then select your ChargeKeep connection. You will see the lightning bolt of an instant trigger.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent payments of the account, so you map fields from a real payment rather than a blank template.
- 03
Add Get Contact Details
Add ChargeKeep with Get Contact Details and map the payer from the trigger. A second step makes the Zap multi-step: paid plan required.
- 04
Add the message
Add Slack with Send Channel Message, pick the sales channel and put the payer's name and the payment in the text. Nothing is written back to ChargeKeep, so the Zap cannot set itself off.
- 05
Test, then Publish
Test each step and check the message in the channel. Then click Publish to switch the Zap on. Payments made before that moment are not processed.
ChargeKeep triggers in Zapier
3 events start a Zap when something happens in ChargeKeep, and 3 of them are instant: the app calls Zapier straight away, whatever your plan.
New Lead
Instant triggerIn Zapier“Triggers when a new lead is created.”
Starts the Zap whenever ChargeKeep records a new lead, so the person who just showed interest can be routed somewhere useful while they still remember you. It is the natural entry point for sales follow-up and onboarding flows.
New Payment
Instant triggerIn Zapier“Triggers when a new payment is created.”
Fires as soon as a payment is created in ChargeKeep. That makes it the trigger for anything that should follow money coming in: an invoice in the CRM, a thank-you, an update to the client's record or a line in your accounting tool.
New Subscription
Instant triggerIn Zapier“Triggers when a new subscription is created.”
Reacts each time a subscription is created in ChargeKeep. Use it to start whatever a new subscriber should get: access to a member area, a place in a welcome sequence, a heads-up to the account manager.
ChargeKeep actions in Zapier
ChargeKeep gives you 6 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Add or Update Contact
ActionIn Zapier“Creates a new contact.”
Creates a contact in ChargeKeep, or updates the existing one when you set Match Existing Contact to Yes, in which case it looks for a match on email and full name.
Add or Update Contact (Extended)
ActionIn Zapier“Adds or updates a contact (extended version).”
The fuller version of the contact action. It can also create a user account with the personal email as login, send the welcome email, replace lists instead of merging them, and save a record despite invalid values.
Create Invoice
ActionIn Zapier“Creates a new invoice in the CRM”
Writes an invoice into the CRM, with its date, currency, totals, line quantity, rate, number, discount, shipping, tax and status. It is the heaviest action of the app to map.
Create Product
ActionIn Zapier“Creates a new product in the CRM”
Adds a product to the ChargeKeep CRM with its type, name and SKU, the product code that identifies it.
Get Contact Details
ActionIn Zapier“Get Contact Details”
Fetches the details of a ChargeKeep contact so the next steps can use them. It sits among the actions, so in Zapier's eyes it is a step that runs and counts, not a search.
Add or Update Subscription
ActionIn Zapier“Creates a new subscription.”
Creates a subscription for an existing contact and product, with its payment period and whether billing is recurring.
When a ChargeKeep Zap breaks
Zapier attaches no ChargeKeep-specific help article and no documented rate limit to this app. What goes wrong comes from how Zaps work in general.
Four situations explain most surprises. Each has a simple fix once you know about it; for anything else, see Zapier troubleshooting.
Past payments are not processed
A Zap only reacts to what happens after you publish it. Leads, payments and subscriptions that already exist stay as they are; handling them is a separate job.The Zap sets itself off
A Zap that writes into the very place its own trigger watches starts again and again, and burns through tasks fast. Never pair New Subscription with Add or Update Subscription.A bulk import gets held back
After a migration into ChargeKeep, the trigger can return a huge batch at once. Zapier's flood protection may hold it back rather than run every item.Required fields arrive empty
Create Invoice and Add or Update Subscription require many fields. If the trigger does not carry one of them, the step stops; the failed action is not billed.
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