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Update existing Chargebee contacts from updated Smartsheet rows
Outdated customer contacts can cause a ripple effect in your entire company. This Zapier integration can keep your contacts up-to-date and the headaches at bay. After you set it up, any time you update a row of customer data in a Smartsheet, that customer will also be updated in Chargebee. You'll never again wonder if the info you have is the most current.
Note: The Chargebee Customer ID must be available to reference in your Smartsheet.
How this Smartsheet-Chargebee integration works
- A new row is updated in a designated Smartsheet
- Zapier updates the corresponding customer in Chargebee
Update Chargebee customer info from new parsed emails
If you receive emails from your customers requesting their contact info be updated, this automation can save you time. After you set it up an email template, Zapier will watch for these emails and extract the information needed to update a customer record. Then, Zapier will update that customer in Chargebee. That way, you can be sure your contacts are always updated without any copy/paste effort on your end.
Note: The Chargebee customer ID must be available to reference from your parsed email
How this Email Parser by Zapier-Chargebee integration works
- You tell Zapier which contact information to watch for in an email template.
- Zapier watches for these emails and updates the contact information for existing Chargebee customers
- Email Parser by Zapier
Update existing Chargebee contacts from a Google Sheet
Keeping your customer information accurate and up to date is vital. This Zapier integration can save you from costly and possible embarrassing mistakes from outdated contact info. After you set it up, anytime you update a customer record in a Google Sheet, the contact will automatically update in Chargebee. You can rest easy knowing your customer database is always accurate.
*Note: This integration requires the Chargebee Customer ID to be a line item in the referenced Google Sheet. *
How this Google Sheets-Chargebee integration works [Replace instances of "App", respecting app order and naming styles, such as "How this Gmail-Trello integration works"]
- A row is updated in a Google Sheet
- Zapier updates the existing contact in Chargebee
- Google Sheets
Post new Chargebee invoices to Slack channels
What if you could keep an eye on your sales without ever having to break from your important conversations? Set up this integration, and Zapier can provide that for you. After you do, each new invoice we detect on Chargebee will trigger it, posting all the details you want to Slack so you and the team are always in the loop.
Add new Typeform entries to Chargebee as subscriptions
If you use an online form like Typeform to capture customer orders and subscriptions, you also need to make sure those orders are reflected in your subscription billing software. Use this integration to automatically add new Typeform entries to Chargebee as subscriptions. That way, you don't have to export and import the data later.
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Launched on Zapier January 21, 2014
Zapier combines Triggers (like "New Invoice") and Actions (like "Create Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Chargebee Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new invoice is generated(with line item support).
Triggers when a payment is collected successfully.
Triggers when a subscription is created.
Triggers when a credit card expires.
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Triggers when a customer is created.
Triggers when a payment fails.
Triggers when a payment method is added.
Triggers when a payment method is updated.
Triggers when a subscription is changed from Trial or Future to Active state.
Triggers when a subscription is scheduled for cancellation.
Triggers when a subscription is cancelled.
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Triggers when a subscription is paused.
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Triggers when a paused subscription is resumed.
Creates a new customer in Chargebee.
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
Updates next billing date of a subscription.
Pauses a subscription in Chargebee.
Records an offline payment for unpaid invoices.
Resumes a paused subscription in Chargebee.
Updates customer details in Chargebee.
Updates a subscription in Chargebee.
Lookup an existing customer.