Microsoft Outlook + Salesforce + Chargebee Integrations

How to connect Microsoft Outlook + Salesforce + Chargebee

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Do even more with Microsoft Outlook + Salesforce + Chargebee

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 Microsoft Outlook, Salesforce, and Chargebee. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
Trigger
Scheduled
New Calendar Event
Triggers when a new event is created in your calendar.
Trigger
Scheduled
New Contact
Triggers when a new contact is added to your account
Trigger
Scheduled
New Email
Triggers when a new e-mail is received in your inbox.
Trigger
Scheduled
Updated Calendar Event
Triggers when an event is updated.
Trigger
Scheduled

Create Event
Create an event in the calendar of your choice.
Action
Write
Create Contact
Creates a new contact.
Action
Write

Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
Action
Write

Microsoft Outlook
Send an email from your Outlook account.
Scheduled
Action
Microsoft Outlook
Updates a contact.
Scheduled
Action
Microsoft Outlook
Search for a contact.
Scheduled
Action
Microsoft Outlook
this is the description.
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new File (max 25MB).
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Chargebee
Triggers when a credit card expires.
Instant
Trigger
Chargebee
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Instant
Trigger
Chargebee
Triggers when a customer is created.
Instant
Trigger
Chargebee
Triggers when a new invoice is generated(with line item support).
Instant
Trigger
Chargebee
Triggers when a payment fails.
Instant
Trigger
Chargebee
Triggers when a payment method is added.
Instant
Trigger
Chargebee
Triggers when a payment method is updated.
Instant
Trigger
Chargebee
Triggers when a payment is collected successfully.
Instant
Trigger
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

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How Microsoft Outlook + Salesforce + Chargebee Integrations Work

Step 1: Authenticate Microsoft Outlook, Salesforce, 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.