Docupilot + Chargebee Integrations

How to connect Docupilot + Chargebee

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Supported triggers and actions

What does this mean?

- DocumentRequired
- Provide Download URL Link?
  If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
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
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New Payment Method
Triggers when a payment method is added.
Trigger
Instant
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New Payment
Triggers when a payment is collected successfully.
Trigger
Instant
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
Trigger
Instant
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Trigger
Instant
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Subscription Pause
Triggers when a subscription is paused.
Trigger
Instant
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Subscription Resumption
Triggers when a paused subscription is resumed.
Trigger
Instant
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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
  Identifier of the customer.
- Email
  Email of the customer.
- Company
  Company name of the customer.
Action
Search
- Subscription IdRequired
  Identifier of the subscription.
- When a subscription has multiple invoicesRequired
  Choose the invoice you want to fetch when there are multiple invoices for a subscription.
Action
Search

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
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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
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Subscription Reactivation
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Trigger
Instant
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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
  API docs for Chargebee are located here https://apidocs.chargebee.com/docs/api
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Subscription IdRequired
  Identifier of the subscription.
Action
Search
- Customer IdRequired
  Identifier of the customer.
- When a customer has multiple subscriptionsRequired
  Choose the subscription you want to fetch when there are multiple subscriptions for a customer.
Action
Search

How Docupilot + Chargebee Integrations Work

Step 1: Authenticate Docupilot and Chargebee.
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 Docupilot + Chargebee

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

Learn more

Related categories

Documents

About Chargebee

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

Learn more

Related categories

Payment Processing

Similar apps

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Payment Processing

Cheddar

Payment Processing

ChargeOver

Payment Processing

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Docupilot + Chargebee Integrations

How to connect Docupilot + Chargebee

Connect your apps and automate workflows

Create Document

Provide Download URL Link?

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

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

HTTP MethodRequired

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

About Docupilot

Related categories

About Chargebee

Related categories

Similar apps

Recurly

Cheddar

ChargeOver

Get started for free