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Book An AppointmentTriggers when a charge is created or imported.
Triggers when a charge fails.
Triggers when a charge is updated.
Triggers when a new customer is created.
Triggers when a customer is updated.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Create Event
Triggers when a charge is created or imported.
Triggers when a charge fails.
Triggers when a charge is updated.
Triggers when a new customer is created.
Triggers when a customer is updated.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Create Event
Choose ChargeDesk as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Microsoft Exchange as the action app from the list.
Connect your Microsoft Exchange account & authenticate it.
Select the data you want to send from ChargeDesk to Microsoft Exchange & your AI Agent is ready!
Charge Created
Create Event
Charge Failed
Create Event
Charge Updated
Create Event
Customer Created
Create Event
Customer Updated
Create Event
ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
The integration between ChargeDesk and Microsoft Exchange is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating ChargeDesk with Microsoft Exchange, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the ChargeDesk-Microsoft Exchange integration:
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