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Customize your Capsule CRM and Chargebee integration with the following
triggers and actions.
Triggers
When this happens…
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
Chargebee
- New event Real-timeNew event in Chargebee
Any other trigger you can think up
Actions
Do this…
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
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
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