Chargebee + Pluspoint + Formatter by Zapier

Send Pluspoint surveys via SMS for new Chargebee payments

With this Zap in place, whenever a new payment is made in Chargebee, it automatically triggers an SMS to your customer containing a Pluspoint survey. This facilitates prompt feedback collection and encourages satisfied customers to leave reviews on Google, Trustpilot, and other review platforms.

When this happens...
New Payment
Triggers when a payment is collected successfully.
TriggerInstant
automatically do this...
Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
ActionWrite
then do this!
Send SMS Survey
Sends an automated text message to the client with a request to rate the service and leave a positive review on connected review sites. The SMS is sent within an hour after the action is triggered unless a custom delay is specified.
ActionWrite

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Supported triggers and actions

What does this mean?

Card Expiration
Triggers when a credit card expires.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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Payment Failure
Triggers when a payment fails.
Trigger
Instant
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Payment Method Updates
Triggers when a payment method is updated.
Trigger
Instant
Try It
Subscription Activation
Triggers when a subscription is changed from Trial to Active state.
Trigger
Instant
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Subscription Cancellation
Triggers when a subscription is cancelled.
Trigger
Instant
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New Subscription
Triggers when a subscription is created.
Trigger
Instant
Try It

Subscription Reactivation
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Trigger
Instant
Try It
Change Next Billing Date
Updates next billing date of a subscription.
Action
Write
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
Action
Write
Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
Action
Write
Update Customer
Updates customer details in Chargebee.
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Subscription IdRequired
Action
Search
- Customer IdRequired
- When a customer has multiple subscriptionsRequired
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- First Name
- Last Name
- EmailRequired
- Payment Date
- Message delay
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Payment Date
- Message delay
Action
Write

Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Trigger
Instant
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New Invoice
Triggers when a new invoice is generated(with line item support).
Trigger
Instant
Try It
New Payment Method
Triggers when a payment method is added.
Trigger
Instant
Try It
New Payment
Triggers when a payment is collected successfully.
Trigger
Instant
Try It
Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
Trigger
Instant
Try It
Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Trigger
Instant
Try It
Subscription Pause
Triggers when a subscription is paused.
Trigger
Instant
Try It
Subscription Resumption
Triggers when a paused subscription is resumed.
Trigger
Instant
Try It
Create Customer
Creates a new customer in Chargebee.
Action
Write
Pause Subscription
Pauses a subscription in Chargebee.
Action
Write
Resume Subscription
Resumes a paused subscription in Chargebee.
Action
Write
Update Subscription
Updates a subscription in Chargebee.
Action
Write
- Customer Id
- Email
- Company
Action
Search
- Subscription IdRequired
- When a subscription has multiple invoicesRequired
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- LocationsRequired
- First Name
- Last Name
- Phone Number
- Email
- Instagram Username
- Facebook Username
- Labels
- Unsubscribed
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Payment Date
- Message delay
Action
Write

About Chargebee

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

Learn more Help

Related categories

Payment Processing

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About Pluspoint

Pluspoint is customer reviews software that helps you to automate review generation, manage reputation and get more customers.

Related categories

Reviews

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

PRODUCTS

CAPABILITIES

By team

Chargebee + Pluspoint + Formatter by Zapier

Send Pluspoint surveys via SMS for new Chargebee payments

Card Expiration

New Customer

Payment Failure

Payment Method Updates

Subscription Activation

Subscription Cancellation

New Subscription

Subscription Reactivation

Change Next Billing Date

Create Subscription

Record Offline Payment for an Invoice

Update Customer

API Request (Beta)

Api Docs Info

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Existing Subscription

Subscription IdRequired

Fetch Customer Subscription Details

Customer IdRequired

When a customer has multiple subscriptionsRequired

Numbers

TransformRequired

Utilities

TransformRequired

Send Email Survey

First Name

Last Name

EmailRequired

Payment Date

Message delay

Send WhatsApp Survey

First Name

Last Name

Phone NumberRequired

Payment Date

Message delay

Customer Details Updates

New Invoice

New Payment Method

New Payment

Subscription Cancellation Scheduled

Subscription Details Updates

Subscription Pause

Subscription Resumption

Create Customer

Pause Subscription

Resume Subscription

Update Subscription

Finds an Existing Customer

Customer Id

Email

Company

Fetch Subscription Invoice Details

Subscription IdRequired

When a subscription has multiple invoicesRequired

Date / Time

TransformRequired

Text

TransformRequired

Create Contact

LocationsRequired

First Name

Last Name

Phone Number

Email

Instagram Username

Facebook Username

Labels

Unsubscribed

Send SMS Survey

First Name