Chargebee and ServiceM8 integrations and automations

Seamlessly connect Chargebee and ServiceM8. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Chargebee
  • New event Real-time
    New event in Chargebee

    • Any other trigger you can think up

ServiceM8
  • Contact created
    Contact created in ServiceM8
  • Job activity created
    Job activity created in ServiceM8
  • Material created
    Material created in ServiceM8
  • Staff created
    Staff created in ServiceM8
  • Job quoted
    Job quoted in ServiceM8
  • Client updated
    Client updated in ServiceM8
  • Job updated
    Job updated in ServiceM8

    • 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

ServiceM8
  • Add job
    Add job in ServiceM8
  • Add job material
    Add job material to a job in ServiceM8
  • Create material
    Create material in ServiceM8
  • Add staff
    Add new staff in ServiceM8
  • Create client
    Create client in ServiceM8
  • Create contact
    Create contact in ServiceM8
  • Get client details by UUID
    Get client details in ServiceM8
  • Get job by UUID
    Get job in ServiceM8
  • Get job materials by job/UUID Batch
    Get job materials in ServiceM8
  • Get staff by UUID
    Get staff in ServiceM8
  • Search client
    Search client in ServiceM8
  • Search contact Batch
    Search contact in ServiceM8
  • Search job activities Batch
    Search job activities in ServiceM8
  • Search materials
    Search materials in ServiceM8
  • Search staff Batch
    Search staff in ServiceM8
  • Update client
    Update client in ServiceM8
  • Update contact
    Update contact in ServiceM8
  • Update job
    Update job in ServiceM8
  • Update material
    Update material in ServiceM8

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation