Do everything in one place
Customize your Chargebee and Crossbeam 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
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
Crossbeam
- Get partnersGet your partners in Crossbeam
- Get report dataGet report data in Crossbeam from one of your reports
- Get reportsGet your reports in Crossbeam
- Search partner records by record type and IDSearches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
- Search record by domainSearch your record data in Crossbeam with a matching domain
- Search record by emailSearch your record data in Crossbeam for a record with a matching email
- Search record by IDSearches your record data in Crossbeam with a matching ID
Any other action you can think up
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