Actionist·ChargeOver
ChargeOver

ChargeOver

· #425 most-used

Automate recurring billing, subscriptions, and revenue collection end to end

SalesFinanceEcommerceAutomationPaymentsAccounting

ChargeOver is a recurring billing and subscription management platform for B2B and SaaS businesses. It handles the full revenue lifecycle — creating customers and subscriptions, generating invoices, collecting payments, managing dunning retries, and reporting on MRR and churn. Connect it to Actionist and your agents can create customers, spin up subscriptions, issue invoices, apply payments, track overdue accounts, and sync billing data with your CRM and accounting tools — all without logging into the ChargeOver dashboard.

Try ChargeOver with ActionistVisit ChargeOver
Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of creating invoices, chasing overdue accounts, updating subscription plans, and copying billing data into the CRM and accounting tool each billing cycle.

Schedule

What your ChargeOver agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

ChargeOver × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~12 hrsSaved / week
5Personas served
For sales
Featured2 apps

CRM won deal instantly becomes a live subscription

When a deal closes in HubSpot, the agent creates a ChargeOver customer with the billing contact and address from the deal record, creates the contracted subscription on the correct plan and billing interval, and sends the first invoice — all before the rep finishes updating their pipeline. No manual billing setup, no lag between close and billing.

~4 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a deal is marked Closed Won in HubSpot
Trigger
Step 1
HubSpot
Detect deal stage change to Closed Won
write
Step 2
ChargeOver
Create Customer with billing contact from deal
write
Step 3
ChargeOver
Create Subscription on contracted plan
write
Step 4
ChargeOver
Send Invoice Email for the first invoice
write
Step 5
HubSpot
Update deal with ChargeOver customer ID and subscription link
Result
Create Customer with billing contact from dealCreate Subscription on contracted planSend Invoice Email for the first invoiceUpdate deal with ChargeOver customer ID and subscription link
The win
Saved per run
25 min
Runs / week
~10×
Every closed deal is in billing before the rep sends the welcome email
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    30 min / week
    Manual post-close billing setup

    Reps copy billing details from the CRM into ChargeOver by hand after each deal closes — creating the customer, choosing the plan, and sending the first invoice takes 20-30 minutes per deal.

    Sales Agent
    0 min
    Agent creates customer and subscription at close

    When a deal closes in the CRM, the agent creates the ChargeOver customer and subscription automatically and sends the first invoice — billing is live before the rep opens the welcome email template.

  • Marketing
    25 min / week
    Manual trial conversion exports

    The marketing team exports expired trials from ChargeOver weekly, imports them into the email platform, and manually triggers conversion sequences — gaps of days between trial expiry and first outreach.

    Marketing Agent
    0 min
    Agent feeds trial leads into conversion sequences within about a minute

    When a trial expires without conversion, the agent immediately creates the CRM lead and notifies the assigned rep — the conversion sequence starts the same day, not after the next export.

  • Customer Support
    45 min / week
    Manual billing lookup on every ticket

    Agents switch to ChargeOver, search for the customer, check invoice status and subscription details, then return to the ticket — adding 3-5 minutes to every billing-related support interaction.

    Customer Support Agent
    0 min
    Agent pulls billing context directly into ticket thread

    The Support Agent fetches the customer's subscription status, last payment, and open invoices and surfaces them in the ticket context — billing questions get answered in seconds, not minutes.

  • Human Resources
    15 min / week
    Quarterly seat-count reconciliation

    HR reconciles SaaS subscription quantities against headcount quarterly — phantom seats accumulate for months, overcharging the company until the next manual audit.

    Human Resources Agent
    0 min
    Agent adjusts seat counts the day headcount changes

    When an employee joins or leaves, the agent updates the subscription quantity in ChargeOver the same day — phantom seats disappear within about a minute of the HRIS change.

  • Finance
    60 min / week
    Manual overdue invoice collection list

    The finance team exports overdue invoices from ChargeOver each Monday, filters by aging band, and pastes the list into Slack — a 45-minute task before collections calls can begin.

    Finance Agent
    0 min
    Agent posts the ranked collection list before the team arrives

    Every Monday morning the Finance Agent lists all overdue invoices, ranks them by days overdue, and posts the actionable collection list to Slack before anyone sits down at their desk.

  • Operations
    35 min / week
    Monthly manual billing-to-CRM sync

    Operations runs a monthly export from ChargeOver and manually updates CRM records with subscription status and billing dates — CRM data is always one month stale.

    Operations Agent
    0 min
    Agent keeps CRM billing data current after each transaction

    After each subscription change or payment, the Operations Agent updates the CRM record with the latest billing status — account managers always see current subscription and payment state.

  • Legal
    20 min / week
    Manual payment history pull for disputes

    When a billing dispute arrives, the legal team manually assembles the payment history from ChargeOver, exporting transactions and formatting a timeline — taking hours that could be minutes.

    Legal Agent
    0 min
    Agent assembles payment history in seconds for dispute response

    When a billing dispute is raised, the Legal Agent retrieves all invoices and transactions for the account, formats a complete payment timeline, and attaches it to the dispute file — assembled in under a minute.

+ 100s of other ChargeOver automations
Average time saved
23 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
13
Hours saved / year
625
Annual ROI
$46,875

Based on ChargeOver's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug ChargeOver into Actionist

Pick the connection method that suits your environment.

Connect using your ChargeOver API credentials. Generate a public key and private key from ChargeOver Settings → API & Integrations, then paste both into Actionist. The agent runs a test read to confirm the handshake before any actions run.

1
Open API & Integrations in ChargeOver

Log into ChargeOver, go to Settings → API & Integrations → API Keys. You will see a public key and a private key for your account.

2
Copy both keys

Copy the public key and the private key. Treat the private key like a password — store it in a secrets manager, not in plain text.

3
Paste into Actionist and test

Paste the public key and private key into the fields below and click Test connection. Actionist will run a read-only call to verify the credentials before saving.

Credentials you'll need
Public key*
ChargeOver → Settings → API & Integrations → API Keys → Public key
Private key*
ChargeOver → Settings → API & Integrations → API Keys → Private key
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
FAQs

Questions about ChargeOver + Actionist

How does Actionist connect to ChargeOver?
Go to the Apps tab, find ChargeOver, and click Connect. You will need your ChargeOver API public key and private key, which you can generate in ChargeOver under Settings → API & Integrations → API Keys. Paste both keys into the connection form and click Test connection. Actionist runs a read-only call to verify the credentials — once confirmed, your agents can read and write billing data in ChargeOver.
What permissions does the ChargeOver API key need?
ChargeOver's API keys inherit the permissions of the user account they are generated under. For full agent functionality — reading customers, subscriptions, invoices, and transactions, as well as writing new records and applying payments — the key should belong to an admin-level user. If you want read-only access for reporting agents, you can generate credentials under a restricted user with read permissions only.
Can Actionist connect ChargeOver to my CRM and accounting tool?
Yes — ChargeOver is most powerful when combined with your CRM and accounting tools. Common patterns: create ChargeOver customers automatically when deals close in HubSpot or Salesforce; push paid invoice totals to QuickBooks or Xero at month end; sync subscription status back to the CRM so sales reps see current billing state on every account. Any of Actionist's connected apps can send or receive data alongside ChargeOver in the same agent task.
What are the most common things agents do with ChargeOver?
The four patterns that come up most often: (1) deal-to-billing automation — creating ChargeOver customers and subscriptions automatically when CRM deals close; (2) accounts-receivable management — listing overdue invoices and routing them into dunning or collections workflows; (3) seat-count reconciliation — keeping subscription quantities aligned with headcount as people join and leave; (4) month-end close — pulling paid invoice and transaction data into reconciliation sheets so the finance team starts the close process with clean numbers.
Does Actionist support ChargeOver's usage-based and metered billing?
Yes. ChargeOver's API exposes usage and metered billing records through the Usage / Metered endpoints. Agents can read current usage data for a subscription and submit new usage records, enabling scenarios like: fetching API call counts from your product database and posting them to ChargeOver before the billing cycle closes, or listing subscriptions on usage-based plans and calculating overage charges before generating the invoice.
Can I trigger actions in other apps when a ChargeOver invoice is paid or a subscription is cancelled?
ChargeOver supports webhooks and REST Hooks that fire when events occur — such as an invoice being paid, a subscription being cancelled, or a customer being created. You can configure these webhooks to notify Actionist, which then runs the downstream agent task. For example: when ChargeOver fires a subscription-cancelled webhook, the agent can update the CRM record, stop a drip email sequence, and post a churn alert to Slack within about a minute of the event.
How does Actionist handle partial payments and instalment plans in ChargeOver?
Agents can apply partial payments to specific invoices using the Apply Payment action and add a note with the next instalment due date so the account shows the correct outstanding balance. For instalment plan management, the agent can read the invoice outstanding balance at each due date, apply the expected instalment amount, and send a payment confirmation to the customer — tracking plan adherence without any manual bookkeeping.
What billing data can Actionist pull from ChargeOver for reporting?
Agents can retrieve customers, subscriptions (with plan, quantity, renewal date, and status), invoices (with line items, totals, and payment status), and all payment and credit transactions. This covers the core data needed for MRR tracking, accounts-receivable aging, churn reports, and month-end close. For custom metrics like cohort revenue or discount impact, agents can pull the raw records and compute the figures in Google Sheets or Notion.