Salesflare Salesflare Integrations

Chargebee and Salesflare

Payment Processing chargebee.com ↗

How to connect Chargebee

What you can automate

  • When new Customer in Chargebee, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Invoice in Chargebee, create opportunity, then find or create contact in Salesflare.
  • When new Payment Method in Chargebee, create opportunity, then find or create contact in Salesflare.
  • When new Payment in Chargebee, create opportunity, then find or create contact in Salesflare.
  • When new Subscription in Chargebee, create opportunity, then find or create contact in Salesflare.

About Chargebee

Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows.

Chargebee operations on Zapier

Triggers (17)

Start a workflow when this happens

  • Card Deleted — Triggers when a card is deleted.
  • Card Expiration — Triggers when a credit card expires.
  • Customer Details Updates — Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
  • New Customer — Triggers when a customer is created.
  • New Invoice — Triggers when a new invoice is generated(with line item support).
Show 12 more triggers
  • New Payment — Triggers when a payment is collected successfully.
  • New Payment Method — Triggers when a payment method is added.
  • New Subscription — Triggers when a subscription is created.
  • Payment Failure — Triggers when a payment fails.
  • Payment Method Updates — Triggers when a payment method is updated.
  • Subscription Activation — Triggers when a subscription is changed from Trial to Active state.
  • Subscription Cancellation — Triggers when a subscription is cancelled.
  • Subscription Cancellation Scheduled — Triggers when a subscription is scheduled for cancellation.
  • Subscription Details Updates — Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
  • Subscription Pause — Triggers when a subscription is paused.
  • Subscription Reactivation — Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
  • Subscription Resumption — Triggers when a paused subscription is resumed.

Actions (9)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Change Next Billing Date — Updates next billing date of a subscription.
  • Create Customer — Creates a new customer in Chargebee.
  • Create Subscription — Creates a new subscription. If you are on Catalog 1.0 of Chargebee, this action allows you to create a subscription and a customer in a single step. If you are on Catalog 2.0 of Chargebee, this action allows you to create a subscription for an existing customer
  • Pause Subscription — Pauses a subscription in Chargebee.
Show 4 more actions
  • Record Offline Payment for an Invoice — Records an offline payment for unpaid invoices.
  • Resume Subscription — Resumes a paused subscription in Chargebee.
  • Update Customer — Updates customer details in Chargebee.
  • Update Subscription — Updates a subscription in Chargebee.

Searches (4)

Look up existing records

  • Fetch Customer Subscription Details — Get the subscription details for a specific customer ID
  • Fetch Subscription Invoice Details — Get the Invoice details for a specific Subscription ID
  • Find Existing Subscription — Lookup details of an existing subscription.
  • Finds an Existing Customer — Lookup an existing customer.

Chargebee operations on Make

Triggers (4)

Start a workflow when this happens

  • Watch Customers — Triggers when a new customer is created.
  • Watch Events — Triggers when a new event occurs.
  • Watch Invoices — Triggers when a new invoice is created.
  • Watch Subscriptions — Triggers when a new subscription is created.

Actions (26)

Things Salesflare can make it do

  • Add a Promotional Credit — Adds a promotional credit.
  • Collect Payment for an Invoice — Collects the payments for "payment_due" and "not_paid" invoices.
  • Create a Coupon — Creates a new coupon.
  • Create a Customer — Creates a new customer.
  • Create a Subscription for Items — Creates a new subscription. Works only for website version 2.0.
Show 21 more actions
  • Create an Invoice — Creates an invoice.
  • Deduct a Promotional Credit — Deducts a promotional credit.
  • Delete a Coupon — Deletes a coupon.
  • Delete a Customer — Deletes a customer.
  • Delete a Subscription — Deletes a subscription.
  • Delete an Invoice — Deletes an invoice
  • Make an API Call — Performs an arbitrary authorized API call.
  • Record an Invoice Payment — Records an offline payment for an invoice.
  • Refund an Invoice — Refunds an invoice.
  • Retrieve a Coupon — Retrieves a coupon.
  • Retrieve a Customer — Retrieves the customer identified by the unique identifier.
  • Retrieve a Promotional Credit — Retrieves a promotional credit.
  • Retrieve a Subscription — Retrieves the subscription identified by the 'subscription id'.
  • Retrieve a Transaction — Retrieve a transaction identified by its unique id.
  • Retrieve an Invoice — Retrieves an invoice for the specified invoice id.
  • Retrieve an Invoice Link — Retrieves a link for downloading the invoice.
  • Set a Promotional Credit — Sets a promotional credit.
  • Update a Coupon — Updates a coupon.
  • Update a Customer — Updates a customer.
  • Update a Subscription for Items — Updates the existing subscription. Works only for website version 2.0.
  • Update an Invoice — Updates an invoice.

Searches (5)

Look up existing records

  • Find Coupons — Retrieves the list of coupons based on specified criteria.
  • Find Customers — Retrieves the list of customers based on specified criteria.
  • Find Invoices — Retrieves the list of invoices based on specified criteria.
  • Find Promotional Credits — Retrieves the list of promotional credits.
  • Find Subscriptions — Retrieves the list of subscriptions based on specified criteria.

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