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Customize your Chargebee and Clari 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

Clari
  • Stop or cancel an in-progress job
    Stop or cancel an in-progress job in Clari
  • Create a new Forecast Export
    Create a new Forecast Export in Clari
  • Custom action
    Custom action in Clari
  • View all jobs initiated by the connection user
    View all jobs initiated by the connection user in Clari
  • View the status of a given export using its Job ID
    View the status of a given export using its Job ID in Clari
  • Retrieve and save Forecast Export content
    Retrieve and save Forecast Export content in Clari
  • View limit information for your organization
    View limit information for your organization in Clari
  • Any other action you can think up

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