4.9

Chargebee integrations and automations

Why you should automate with Chargebee

Streamline O2C
  • Streamline O2C
  • Sync subscriber data with sales
  • Automate CPQ
  • Simplify user onboarding and support

  • Why these integrations and automations matter:

    Cut out billing mistakes due to human error. Instead, integrate Chargebee with an ERP like NetSuite or Oracle to automate order to cash and ensure you collect accurate payments.

  • Sync orders

    Prevent lost subscriptions and processing delays by syncing orders between Chargebee and your ERP. If you integrate Chargebee and NetSuite, for example, you can automatically sync new orders and updates made in either platform.

  • Do it in Slack or Teams

    Some decisions require human intervention. Integrate Chargebee with a chat platform like Slack or Microsoft Teams to set up custom alerts. Get notified when a subscriber misses a payment or starts to show churn signals.

Do everything in one place

Customize your Chargebee integration with the following triggers and actions.

Triggers

When this happens…

Chargebee
  • New event Real-time
    New event in Chargebee

    • Any other trigger you can think up

Actions

Do this…

Chargebee
  • Assign payment role
    Assign payment role in Chargebee
  • Cancel a subscription
    Cancel a subscription in Chargebee
  • Close a pending invoice
    Close a Pending invoice in Chargebee
  • Create record
    Create record in Chargebee
  • Custom action
    Custom action in Chargebee
  • Delink customer
    Delink customer in Chargebee
  • Download invoice as PDF
    Download Invoice as PDF in Chargebee
  • Get record details by ID
    Get record in Chargebee
  • Link customer
    Link customer in Chargebee
  • Search records
    Search records in Chargebee
  • Update record
    Update record in Chargebee

    • Any other action you can think up

Let us tailor your Chargebee integrations

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
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Related Solutions & Content

About Chargebee Integrations

If you have a subscription service business, you need to constantly re-engage your subscribers with a positive customer experience, including seamless subscription billing and revenue processes.

Chargebee is a subscription billing and revenue application that gives you control over your compliance, security, and payments. It helps SaaS and similar businesses streamline RevOps.

How you can integrate Chargebee

  • Manage the subscription lifecycle from activation to cancellation.
  • Offer flexible products and plans with the Product Catalog.
  • Keep track of subscriber addons, trials, and terms.
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Let’s start automating

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