Connect Chargebee and monday.com to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Chargebee to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Chargebee with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Card Expiration" from Chargebee.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Chargebee and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Card Expiration
Triggers when a credit card expires.
Try ItTriggerInstant - New Customer
Triggers when a customer is created.
Try ItTriggerInstant - Payment Failure
Triggers when a payment fails.
Try ItTriggerInstant - Payment Method Updates
Triggers when a payment method is updated.
Try ItTriggerInstant
- Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is generated(with line item support).
Try ItTriggerInstant - New Payment Method
Triggers when a payment method is added.
Try ItTriggerInstant - New Payment
Triggers when a payment is collected successfully.
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Chargebee and monday.com
Track new subscriptions in project boards
When a new subscription is created in Chargebee, Zapier automatically adds an item to a monday.com project board. This workflow ensures all subscription-related tasks have clear visibility, enabling efficient task planning and accurate status tracking.
Business OwnerLog canceled subscriptions for follow-ups
When a subscription is canceled in Chargebee, Zapier creates an item in monday.com for the marketing team to follow up. This automation helps the team identify churn trends and take action to retain other customers.
Marketing & Marketing OpsRecord successful payments in boards
When a payment is successfully collected in Chargebee, Zapier automatically creates an item in monday.com. This keeps the sales team informed about invoices paid, streamlining their workflow and providing accurate revenue tracking.
Sales OpsLearn how to automate Chargebee on the Zapier blog
Learn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Chargebee + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Chargebee and monday.com
How do I integrate Chargebee with monday.com?
To integrate Chargebee with monday.com, you'll need to set up an API key in your Chargebee account and then configure the integration in monday.com using our platform's workflow automation tools. This involves specifying triggers from Chargebee, such as a new subscription or payment received, and then defining actions in monday.com like creating a new task or updating a project board.
What triggers are available for Chargebee within this integration?
We offer several triggers for Chargebee, including 'New Subscription Created', 'Payment Succeeded', and 'Subscription Renewal'. These triggers can initiate corresponding actions within your monday.com setup, helping to automate and streamline your business operations.
Can I customize actions in monday.com when triggered by Chargebee events?
Yes, our integration allows you to customize actions in monday.com. For instance, upon a 'Payment Failed' trigger from Chargebee, you can set up an action to notify your finance team automatically by updating specific boards or sending alerts directly through the communication channels linked within your workflows.
Is coding knowledge required to set up this integration?
No coding is necessary! Our platform is designed for users without technical expertise. You can seamlessly set up integrations by choosing triggers and corresponding actions from intuitive drop-down menus that guide you through each step of the process.
How do I troubleshoot if the integration is not working as expected?
If the integration isn't functioning properly, first check that both your API keys are correctly inputted and still valid. Ensure that the correct triggers and actions are selected and have been tested successfully. If issues persist, we suggest consulting our support documentation or reaching out directly to our customer service team for assistance.
Can I use multiple Chargebee accounts with my monday.com setup?
Currently, each API key is linked to one Chargebee account per workspace in monday.com. If you manage multiple accounts, you'll need separate integrations for each one but they can operate independently within different workspaces or different sections of your workflow.
Are there any limitations on the number of automations I can create between the two platforms?
While there isn't a strict limit on the number of automations you can establish between Chargebee and monday.com using our platform, performance might vary depending on how complex or numerous these automations become. We recommend testing each automation thoroughly during setup.
