Exciting News!
Imagine this: Whenever a new subscription happens in chargify, we work our magic behind the scenes to ensure everything runs smoothly.
Hereβs how it goes down:
Step 1: Payment Success Verification
Check if the payment is successful in Chargify. (Chargify module)
Step 2: Customer ID Retrieval
Search for the customer ID in the Monday board. (Monday.com module)
Step 3: Update Deal Stage
Update the deal stage column in Monday Board to βActiveβ to keep everyone informed. (Monday.com module)
Step 4: Training Completion
Mark the Calendly training as completed in Monday.com. (Monday.com module)
With this seamless integration, weβre streamlining our processes and staying organized like never before. No more manual updates or missed steps - just smooth sailing ahead!
Join us in celebrating this exciting milestone as we take our workflow to the next level with make.com, Chargify, and Monday.com!
If you need any implementation support kindly contact us
MSquare Support
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