Chargebee and PlanGrid との統合と自動化

Chargebee and PlanGridを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

Chargebee
  • New event Real-time
    New event in Chargebee

    • Any other trigger you can think up

PlanGrid
  • New object in PlanGrid
    New object in PlanGrid
  • New or updated object in PlanGrid
    New or updated object in PlanGrid

    • 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

PlanGrid
  • Custom action
    Custom action in PlanGrid (Custom)
  • Create object
    Create object in PlanGrid
  • Download object
    Download object in PlanGrid
  • Get object by ID
    Get object in PlanGrid
  • Search objects Batch
    Search objects in PlanGrid
  • Update object
    Update object in PlanGrid
  • Upload object
    Upload object in PlanGrid

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新