Chargebee + Teamwork
Create projects in Teamwork for new Chargebee customers
Effortlessly manage new Chargebee customers by setting up a project in Teamwork for each client. This workflow activates when a customer is added in Chargebee, creating a corresponding project in Teamwork to simplify client work tracking and ensure timely deliveries. Improve your customer onboarding process and enhance team efficiency with this seamless automation.
Effortlessly manage new Chargebee customers by setting up a project in Teamwork for each client. This workflow activates when a customer is added in Chargebee, creating a corresponding project in Teamwork to simplify client work tracking and ensure timely deliveries. Improve your customer onboarding process and enhance team efficiency with this seamless automation.
- When this happens...
New CustomerTriggers when a customer is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ProjectCreates a new project.
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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Column
Triggered when you add a new column.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when you add a new company.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when you add a new file.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Link
Triggered when you add a new link.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message Reply
Triggered when you add a new message reply.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notebook
Triggered when you add a new notebook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggered when you add a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Risk
Triggered when you add a new risk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when you add a new task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task List TemplateRequired
ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
File NameRequired
FileRequired
Display Name
Description
Category Name
Private
Notify
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
MessageRequired
BodyRequired
Who should be notified?
Post as Another User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Who can see it?
Reminder
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Add Selected Users to this ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
TaskRequired
Start Date and TimeRequired
Duration HoursRequired
Duration MinutesRequired
Description
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ProjectRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Post as Another User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Who can see it?
Reminder
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
ProjectRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
Start Date
End Date
Category
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
Description
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 Calendar Event
Triggered when you add a new calendar event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Card
Triggered when you add a new card.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggered when you add a new comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggered when you add a new expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggered when you add a new message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Milestone
Triggered when you add a new milestone.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggered when you add a new person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status
Triggered when you add a new status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task List
Triggered when you add a new task list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Entry
Triggered when you add a new time entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ExpenseRequired
Description
DateRequired
CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Invoice No./IDRequired
PO Number
Description
Issue DateRequired
Fixed Price
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Post as Another User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Destination Column IDRequired
Old Column ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
Start Date
End Date
Category
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
StatusRequired
Notify Everyone in Owner Company?
Who should be notified?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Start Date and TimeRequired
Duration HoursRequired
Duration MinutesRequired
Description
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
Content
Description
Start Date
Due Date
Who is responsible?
Notify
Private to Owner Company?
Who can see it?
Priority
Board Column
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
Allow Update to Completed Task
Fire Webhooks after Update
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
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 foundSearch ForRequired
ProjectRequired
File NameRequired
FileRequired
Display Name
Description
Category Name
Private
Notify
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
ProjectRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
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
About Chargebee
Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows.
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Payment ProcessingAbout Teamwork
Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
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