Do everything in one place
Customize your Chargebee and Insightly 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
Insightly
- New contactNew contact in Insightly
- New organisationNew organisation in Insightly
- Updated contactUpdated contact in Insightly
- Updated opportunityUpdated opportunity in Insightly
- Updated organisationUpdated organisation in Insightly
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
Insightly
- Custom actionCustom action in Insightly (Custom)
- Add note to opportunityAdd note to opportunity in Insightly
- Create contactCreate contact in Insightly
- Create eventCreate event in Insightly
- Create opportunityCreate opportunity in Insightly
- Create organisationCreate organisation in Insightly
- Get user by IDGet user by ID in Insightly
- Search contacts BatchSearch contacts in Insightly
- Search pipelines BatchSearch pipelines in Insightly
- Search users BatchSearch users in Insightly
- Update contactUpdate contact in Insightly
- Update opportunityUpdate opportunity in Insightly
Any other action you can think up
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