Chargebee + Slack + Copper Integrations

How to connect Chargebee + Slack + Copper

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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Chargebee, Slack, and Copper. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Card Expiration
Triggers when a credit card expires.
Trigger
Instant
Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Trigger
Instant
New Customer
Triggers when a customer is created.
Trigger
Instant
New Invoice
Triggers when a new invoice is generated(with line item support).
Trigger
Instant
Payment Failure
Triggers when a payment fails.
Trigger
Instant

New Payment Method
Triggers when a payment method is added.
Trigger
Instant
Payment Method Updates
Triggers when a payment method is updated.
Trigger
Instant

New Payment
Triggers when a payment is collected successfully.
Trigger
Instant

Chargebee
Triggers when a subscription is changed from Trial to Active state.
Instant
Trigger
Chargebee
Triggers when a subscription is scheduled for cancellation.
Instant
Trigger
Chargebee
Triggers when a subscription is cancelled.
Instant
Trigger
Chargebee
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Instant
Trigger
Chargebee
Triggers when a subscription is created.
Instant
Trigger
Chargebee
Triggers when a subscription is paused.
Instant
Trigger
Chargebee
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Instant
Trigger
Chargebee
Triggers when a paused subscription is resumed.
Instant
Trigger
Chargebee
Updates next billing date of a subscription.
Scheduled
Action
Chargebee
Creates a new customer in Chargebee.
Scheduled
Action
Chargebee
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
Scheduled
Action
Chargebee
Pauses a subscription in Chargebee.
Scheduled
Action
Chargebee
Records an offline payment for unpaid invoices.
Scheduled
Action
Chargebee
Resumes a paused subscription in Chargebee.
Scheduled
Action
Chargebee
Updates customer details in Chargebee.
Scheduled
Action
Chargebee
Updates a subscription in Chargebee.
Scheduled
Action
Chargebee
Lookup an existing customer.
Scheduled
Action
Chargebee
Lookup details of an existing subscription.
Scheduled
Action
Chargebee
Get the Invoice details for a specific Subscription ID
Scheduled
Action
Chargebee
Get the subscription details for a specific customer ID
Scheduled
Action
Slack
Triggers when a new message is posted to any public channel.
Instant
Trigger
Slack
Triggers whenever a new #channel is created.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #channel you choose.
Instant
Trigger
Slack
Triggers when a custom emoji has been added to a team.
Instant
Trigger
Slack
Triggers when a new file is uploaded to your workspace.
Instant
Trigger
Slack
Triggers when a username or highlight word is mentioned in a public #channel.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #private-channel or multi-dm.
Instant
Trigger
Slack
Triggers when you click the "Push to Zapier" button from a message in Slack.
Instant
Trigger
Slack
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
Instant
Trigger
Slack
Triggers when you save a message.
Instant
Trigger
Slack
Triggers when a new Slack user is created / first joins your org.
Instant
Trigger
Slack
Adds a reminder for yourself or a teammate, just like the
Scheduled
Action
Slack
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Scheduled
Action
Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Scheduled
Action
Slack
Creates a new channel.
Scheduled
Action
Slack
Post a new message to a private channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Sets the topic on a selected channel.
Scheduled
Action
Slack
Update basic profile fields such as name or title
Scheduled
Action
Slack
Sets your Slack status to the given text and emoji.
Scheduled
Action
Slack
Finds a Slack message using the Slack Search feature.
Scheduled
Action
Slack
Finds a user by matching against their email instead of their username.
Scheduled
Action
Slack
Finds a user by their ID.
Scheduled
Action
Slack
Finds a user by matching against their real name instead of their username.
Scheduled
Action
Slack
Finds a user by their username.
Scheduled
Action
Copper
Triggers when a new activity is created.
Instant
Trigger
Copper
Triggers when a new Company is created in Copper.
Instant
Trigger
Copper
Triggers when a new Person is created in Copper.
Instant
Trigger
Copper
Triggers when an Opportunity is created in Copper.
Instant
Trigger
Copper
Triggers when a Lead is created in Copper.
Instant
Trigger
Copper
Triggers when a new Project is created in Copper.
Instant
Trigger
Copper
Triggers when a new Task is created in Copper.
Instant
Trigger
Copper
Triggers when a Person's Company is changed.
Instant
Trigger
Copper
Triggers when a Person's Contact Type is changed.
Instant
Trigger
Copper
Triggers when a Person is changed.
Instant
Trigger
Copper
Triggers when an Opportunity is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's stage is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's status is changed.
Instant
Trigger
Copper
Triggers when a Lead's status is changed.
Instant
Trigger
Copper
Triggers when a Lead is changed.
Instant
Trigger
Copper
Triggers when a Project is changed.
Instant
Trigger
Copper
Triggers when a Task is changed.
Instant
Trigger
Copper
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Scheduled
Action
Copper
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Scheduled
Action
Copper
Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates a new Company.
Scheduled
Action
Copper
Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates a new Person.
Scheduled
Action
Copper
Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates a new Lead.
Scheduled
Action
Copper
Updates an Opportunity based off of Opportunity ID.
Scheduled
Action
Copper
Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates or Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates a new Opportunity.
Scheduled
Action
Copper
Creates a new Project.
Scheduled
Action
Copper
Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates a new Task.
Scheduled
Action
Copper
Searches for an existing activity in Copper.
Scheduled
Action
Copper
Searches for an existing company in Copper.
Scheduled
Action
Copper
Searches for an existing person in Copper.
Scheduled
Action
Copper
Searches for an existing opportunity in Copper.
Scheduled
Action
Copper
Searches for an existing lead in Copper.
Scheduled
Action
Copper
Searches for an existing project in Copper.
Scheduled
Action
Copper
Searches an existing activity in Copper.
Scheduled
Action
Copper
Searches an existing company in Copper.
Scheduled
Action
Copper
Searches an existing person in Copper.
Scheduled
Action
Copper
Searches an existing opportunity in Copper.
Scheduled
Action
Copper
Searches an existing lead in Copper.
Scheduled
Action
Copper
Searches an existing project in Copper.
Scheduled
Action

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How Chargebee + Slack + Copper Integrations Work

Step 1: Authenticate Chargebee, Slack, and Copper.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Chargebee + Slack + Copper

About Chargebee

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

Learn more

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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more