Chargebee + Keap
Create or update contacts in Keap for every new payment in Chargebee
When a new payment is recorded in Chargebee, instantly ensure that your Keap contacts are up-to-date using this workflow. This streamlines your financial and customer relationship management by creating or updating contact details as transactions happen. No more manual data entry needed, keeping everything accurate and timely.
When a new payment is recorded in Chargebee, instantly ensure that your Keap contacts are up-to-date using this workflow. This streamlines your financial and customer relationship management by creating or updating contact details as transactions happen. No more manual data entry needed, keeping everything accurate and timely.
- When this happens...
New PaymentTriggers when a payment is collected successfully.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update ContactCreates a new contact or updates an existing contact.
ActionWriteCreate a new record or update an existing record in your app.
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Card Expiration
Triggers when a credit card expires.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Failure
Triggers when a payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Method Updates
Triggers when a payment method is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Activation
Triggers when a subscription is changed from Trial to Active state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Cancellation
Triggers when a subscription is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a subscription is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Reactivation
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Change Next Billing Date
Updates next billing date of a subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Customer
Updates customer details in Chargebee.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IdRequired
When a customer has multiple subscriptionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity events this trigger will listen to:Required
RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag events this trigger will listen to:Required
Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Tag Sync Interval
Tag
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a new refund is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOpportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
BodyRequired
Title
Type
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Product
Product QuanityRequired
Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ContactsRequired
SubjectRequired
HTML Content
Plain Text Content
Email Address Field
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Email Address
Website
Notes
Opt-In
Address Country Code
Address Street (Line 1)
Address Street (Line 2)
Address City
Address State
Address Zip Code
Address Zip Four
Phone Number
Phone Extension
Phone Type
Phone Number
Phone Extension
Phone Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is generated(with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment Method
Triggers when a payment method is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a payment is collected successfully.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Pause
Triggers when a subscription is paused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Resumption
Triggers when a paused subscription is resumed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Customer
Creates a new customer in Chargebee.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pause Subscription
Pauses a subscription in Chargebee.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resume Subscription
Resumes a paused subscription in Chargebee.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Subscription
Updates a subscription in Chargebee.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
Email
Company
ActionThis is an event a Zap performs.SearchFind existing data in your appSubscription IdRequired
When a subscription has multiple invoicesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAppointment Trigger Requirement
Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product NameRequired
Active
Product Description
Product Price
Product Short Description
SKU
Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Lead Affiliate Id
Order DateRequired
Product IdRequired
Product QuantityRequired
Price Override
Order TitleRequired
Order TypeRequired
Promo Codes
Sales Affiliate Id
Company
Country Code (e.g., USA)
First Name
Is Invoice to Company
Last Name
Address Line 1
Address Line 2
Locality
Middle Name
Phone
Region (e.g., US-CA)
Zip Code
Zip Four
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Due DateRequired
TitleRequired
User Id
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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