Avoid the disconnect between sales and billing by making sure all your contacts get tagged when they pay for a subscription in your e-commerce app. Use tag rules to automate follow up, notifications, and help to your new subscribers right from your CRM.
Note: You must capture an email address for this automation to work properly.
How It Works
- A customer submits a new subscription payment in Chargify
- Zapier tags the contact in Hatchbuck
What You Need
- Chargify account
- Hatchbuck account
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Triggered when you add a new customer.
Adds a note to contact. If contact does not exist, this action creates contact and adds the note.
Triggered when an invoice is added (with line item support).
Adds tag to contact. If contact does not exist, this action creates contact and adds tags.
Triggered when you add a new subscription.
Creates a new contact or updates an existing contact.
Triggers when a webhook automation step is called.