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Customize your Chargebee and PlanGrid integration with the following
triggers and actions.
Triggers
When this happens…
Chargebee
- New event Real-timeNew event in Chargebee
Any other trigger you can think up
PlanGrid
- New object in PlanGridNew object in PlanGrid
- New or updated object in PlanGridNew or updated object in PlanGrid
Any other trigger you can think up
Actions
Do this…
Chargebee
- Assign payment roleAssign payment role in Chargebee
- Cancel a subscriptionCancel a subscription in Chargebee
- Close a pending invoiceClose a Pending invoice in Chargebee
- Create recordCreate record in Chargebee
- Custom actionCustom action in Chargebee
- Delink customerDelink customer in Chargebee
- Download invoice as PDFDownload Invoice as PDF in Chargebee
- Get record details by IDGet record in Chargebee
- Link customerLink customer in Chargebee
- Search recordsSearch records in Chargebee
- Update recordUpdate record in Chargebee
Any other action you can think up
PlanGrid
- Custom actionCustom action in PlanGrid (Custom)
- Create objectCreate object in PlanGrid
- Download objectDownload object in PlanGrid
- Get object by IDGet object in PlanGrid
- Search objects BatchSearch objects in PlanGrid
- Update objectUpdate object in PlanGrid
- Upload objectUpload object in PlanGrid
Any other action you can think up
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