Sales and billing get a lot more complicated when you're using a software-as-a-service (SaaS) model. You need to charge customers on a recurring basis, quickly recover failed payments, and stay compliant with international regulations. Chargebee is built to help SaaS businesses manage billing and subscriptions at scale.
But smoother payments are just one piece of the puzzle—you still need to keep accurate financial records, stay aware of time-sensitive issues like failed payments, and nurture leads and customers alike. Thankfully, you can use Zapier's automated workflows (called Zaps) to connect Chargebee to the rest of your business's tech stack and simplify every aspect of your billing management. Here are some of the top ways to help you get started.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button next to the name of a Zap you'd like to try. It only takes a few minutes to set it up. You can read more about setting up Zaps here.
Keep your transaction records up to date
Having a detailed record of your financial transactions is crucial—which is why it's a good idea to keep a backup of your Chargebee transactions in a spreadsheet. Google Sheets makes it easy to sort, filter, and analyze everything from customer purchase trends to subscription cancellation rates.
But when you're getting a lot of signups and purchases, record-keeping gets daunting fast. Instead of manually exporting transaction data from Chargebee, use one of these Zaps to automate the process. These Zaps create new spreadsheet rows whenever activity like new subscriptions, payments, or customers are detected in Chargebee. Keep your records detailed and up to date with minimal busywork.
Send new Chargebee subscriptions to Google Sheets
Chargebee + Google Sheets
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Incoming subscription fees. Imperative for your business, but daunting to think about organizing. With a little automation help, you can automatically have new subscription fee information sent right over to a Google spreadsheet for easy organization.
Add new Chargebee customers to Google Sheets as rows
Chargebee + Google Sheets
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Effortlessly track your Chargebee new customers in a Google Sheets document with this seamless automation. Whenever you gain a new customer in Chargebee, a new row will be added in your selected Google Sheets spreadsheet, keeping your data up-to-date and organized. This helps streamline the process of updating and maintaining customer data for efficient business operations.
Add new rows to Google Sheets for new successful ChargeBee charges
Chargebee + Google Sheets
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Need a powerful yet simple way to log all your payment information? This ChargeBee-Google Sheets integration should be right up your alley. Every new charge from which you successfully collect payment will trigger it, adding a new row with all the relevant information to Google Sheets automatically.
Track cancelled Chargebee subscriptions by creating rows in Google Sheets
Chargebee + Google Sheets
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Track your subscription cancellations efficiently with this workflow. When a customer cancels their subscription in Chargebee, a new row will be added to your selected Google Sheets spreadsheet. This offers a reliable way to record and monitor subscription changes in real time. Simplify your business operations by leveraging this workflow.
Create Google Sheets rows for new Chargebee invoices
Chargebee + Google Sheets
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Simplify your invoicing process with this easy-to-use workflow. Whenever a new invoice is recorded in Chargebee, it creates a corresponding row in your Google Sheets document. This seamless integration provides an effective means of managing and organizing your billing records, saving you valuable time and reducing the chance of errors in your accounting.
Keep your team in the loop
Time is money, especially when money is involved. It's crucial to act fast after a payment failure or subscription cancellation—but your team probably isn't glued to Chargebee all day. It can be helpful to send yourself and your team notifications when important activity happens in Chargebee. That way, you can react quickly to updates and keep your business running smoothly.
Send Slack messages for new ChargeBee subscriptions
Chargebee + Slack
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Need to stay up to date on all your new ChargeBee subscribers, even when you're busy hashing things out on Slack? Plug this ChargeBee Slack integration into your workflow and we'll get those alerts out to you easily. After a few simple setup choices you'll start receiving Slack messages with everything you need be in the loop, triggered with every new ChargeBee subscription that comes in.
Send Slack channel messages for failed Chargebee payments
Chargebee + Slack
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Stay informed about payment failures in your Chargebee account by receiving updates directly in your Slack channel. This workflow triggers when a payment failure occurs in Chargebee, sending a channel message in Slack to keep your team in the loop. Improve communication and resolve issues quickly with this automated process.
Send channel messages in Slack for new subscription cancellations in Chargebee
Chargebee + Slack
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Stay informed about subscription cancellations with this efficient workflow. When a subscription is canceled in Chargebee, it will trigger a message to be sent in your chosen Slack channel. This keeps your team updated in real-time and enables quick response to any potential issues or trends.
Send channel messages in Slack for new payments in Chargebee
Chargebee + Slack
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Stay updated on your Chargebee payments with this efficient workflow that instantly notifies you in Slack. Whenever a new payment is processed in Chargebee, a channel message will be sent in Slack, keeping your team informed and up-to-date on financial transactions. Simplify your payment tracking and enhance team communication with this automated solution.
Send Slack messages for new ChargeBee customers
Chargebee + Slack
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Need to stay up to date on all your new ChargeBee customers, even when you're busy hashing things out on Slack? Add this ChargeBee Slack integration to your workflow. After a quick setup, you'll receive Slack messages with everything you need be in the loop, triggered with every new ChargeBee subscription that comes in.
Pro tip: If you don't want to spam your channels with notifications, add a filter step to limit the kinds of Chargebee activity that will trigger a Slack message. For example, you might only notify your team for payments above a set limit or subscriptions from enterprise customers.
Send automatic emails to customers
When a customer makes a payment or subscribes to your service, they should get an immediate notification. An email can set their mind at ease that not only did the payment go through, but it went to the right place.
Communicating clearly and reliably helps build strong customer relationships. And by automating that process, you help ensure every customer gets an email at the right time. These Zaps send emails to your desired recipient when new subscriptions, cancellations, invoices, and payments are detected in Chargebee.
Send emails for new ChargeBee subscriptions
Chargebee + Email by Zapier
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Need notifications when a new subscription is created on ChargeBee? Set up this Zap and we'll get them out to you automatically. It will trigger every time a new subscription is added to ChargeBee, sending out an email with all the information you need to communicate.
Send emails through Gmail for new subscriptions on ChargeBee
Chargebee + Gmail
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Spending too much time personally sending out emails for new Chargebee subscribers? Reclaim some it by setting up this ChargeBee Gmail integration do that job for you. It will then trigger with every new subscription on ChargeBee, automatically sending out an email from Gmail with all the details you need.
Send outbound emails with Email by Zapier when subscription cancellations occur in Chargebee
Chargebee + Email by Zapier
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Improve your efficiency in managing subscription cancellations with this workflow. The moment a subscription is cancelled in Chargebee, an outbound email gets sent using Email by Zapier. It offers a streamlined communication process, ensuring immediate action and saving you time normally spent on manual email tasks.
Send outbound emails for new Chargebee invoices with Email by Zapier
Chargebee + Email by Zapier
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Stay on top of your invoicing process with this seamless workflow between Chargebee and Email by Zapier. As soon as a new invoice is generated in Chargebee, an outbound email will be sent to the designated recipient, ensuring timely notifications and efficient communication. Save time and effort by letting this automation handle your invoice-related correspondence.
Send emails on Gmail for new successful charges on ChargeBee
Chargebee + Gmail
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Feel like your emails in response to new payment on ChargeBee could be a little more efficient? Try putting this ChargeBee-Gmail integration to work so we can send them for you! It will trigger every time you successfully collect payment from a charge on ChargeBee, automatically sending out your pre-defined email with any additional information you need.
Add leads to your mailing list
Your work isn't finished once a prospect makes a purchase or subscribes to your product. Even after a lead becomes a customer, it's important to continue nurturing them with follow-up emails. Adding them to your newsletter or initiating an email welcome sequence helps keep your brand front-of-mind while maximizing their engagement with your product.
But when your business is growing, it's easy for routine contact management to fall on the back burner. Why not automate it instead?
These Zaps add new Chargebee customers and subscribers to your CRM or email marketing tool. Or, if those customers are already in your records, Zapier will update their profile instead of creating a new one. That way, your records stay updated without any double entry.
Create or update HubSpot contacts for new Chargebee subscriptions
Chargebee + HubSpot
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Keep your HubSpot contacts up-to-date with new subscribers from Chargebee. With this workflow, whenever a new subscriber is added in Chargebee, their contact details will be created or updated in HubSpot. Stay organized and efficient by maintaining accurate contact information across your sales and marketing platforms.
Add Mailchimp subscribers for new ChargeBee subscriptions
Chargebee + Mailchimp
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Your relationship with your customers doesn't end when they start paying you—make sure you're getting the most of it by adding them to your Mailchimp newsletters as well. This ChargeBee Mailchimp integration will trigger every time a new subscription is created on ChargeBee, automatically using the information to create a new subscriber in your chosen Mailing list for you.
Create or update ActiveCampaign contacts from new Chargebee subscriptions
Chargebee + ActiveCampaign
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Easily manage your new subscribers with this efficient workflow between Chargebee and ActiveCampaign. When a new subscription is created in Chargebee, the contact will be created or updated in ActiveCampaign to keep your contact list up-to-date. Streamline your contact management process, saving time and ensuring accurate customer data for your marketing efforts.
Create or update HubSpot contacts for new Chargebee customers
Chargebee + HubSpot
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Keep your HubSpot contacts up-to-date with new customers from Chargebee. With this workflow, whenever a new customer is added in Chargebee, their contact details will be created or updated in HubSpot. Stay organized and efficient by maintaining accurate contact information across your sales and marketing platforms.
Streamline your sales with Zapier's Chargebee integration
Chargebee offers powerful features designed to help your growing business manage billing and subscriptions. But reliably taking payments is just one piece of the puzzle—you also need to nurture new customers, stay on top of time-sensitive issues, and keep your records up to date. Zapier's automated workflows let you run your subscription-based business smoothly while saving time for your most important work.
And that's just the start of what you can do with Chargebee and Zapier. What will you automate first?
