Skip to main content

Reference List

Customers

Object - context_strEvent - eventDescription
customerinsertA customer is created
customerupdateA customer is updated
customerjoinA contact is added to the customer
customersuperThe main contact is changed
customerdeleteA customer is deleted
customernightlyThe nightly event occurs
customerstatusA customer status has changed

Users (Contacts)

Object - context_strEvent - eventDescription
userinsertA user is created
userupdateA user is updated
userdeleteA user is deleted

Quotes

Object - context_strEvent - eventDescription
quotestatusA quote status has changed
quoteinsertA quote is created
quoteupdateA quote is updated
quotenightlyThe nightly event occurs
quotewonA quote is accepted
quotelostA quote is rejected

Invoices

Object - context_strEvent - eventDescription
invoicestatusAn invoice status has changed
invoiceinsertAn invoice is created
invoiceupdateAn invoice is updated
invoicevoidAn invoice is voided
invoicenightlyThe nightly event occurs

Subscriptions (Packages)

Object - context_strEvent - eventDescription
packagestatusA subscription status has changed
packageinsertA subscription is created
packageupdateA subscription is updated
packagegenerateA subscription has generated an invoice
packagepaycycleThe invoice cycle for a subscription changes
packagepaymethodThe pay method for a subscription changes
packagecancelA subscription is cancelled
packageupdowngradeA subscription is upgraded or downgraded
packagesuspendA subscription is suspended
packageunsuspendA subscription is unsuspended
packagenightlyThe nightly event occurs
packageholdThe subscription invoice generation is delayed
packageuncancelThe cancelled subscription is un-canceled

Items (Products, Discounts)

Object - context_strEvent - eventDescription
iteminsertAn item is created
itemupdateAn item is updated

Transactions (Payments, Refunds, Credits)

Object - context_strEvent - eventDescription
transactionstatusA transaction status has changed
transactioninsertA transaction is created
transactionapplyA transaction is applied to an invoice
transactionvoidA transaction is marked void

ACH/eChecks

Object - context_strEvent - eventDescription
achinsertAn ACH/eCheck account created
achupdateACH/eCheck account updated
achdeleteACH/eCheck account deleted
achautopayACH/eCheck account approved for autopay

Credit Cards

Object - context_strEvent - eventDescription
creditcardinsertCredit card created
creditcardupdateCredt card updated
creditcarddeleteCredit card deleted
creditcardexpiringCredit card is expiring soon
creditcardexpiredCredit card has expired
creditcardautopayCredit card has been approved for autopay

Tokenized Payment Methods

Object - context_strEvent - eventDescription
tokenizedinsertA tokenized payment method is created
tokenizedupdateA tokenized payment method is edited
tokenizeddeleteA tokenized payment method is deleted

Admin Users

Object - context_strEvent - eventDescription
admininsertAn admin is created
adminupdateAn admin is edited
admindeleteAn admin is deleted
adminloginAn admin logged into ChargeOver

Notes

Object - context_strEvent - eventDescription
noteinsertA note created