Salesforce + Chargebee + ChartMogul Integrations

How to connect Salesforce + Chargebee + ChartMogul

Zapier lets you send info between Salesforce, Chargebee, and ChartMogul automatically—no code required.

When this happens...

automatically do this...

then do this!

Free 14-day trial

5,000+ supported apps

Do even more with Salesforce + Chargebee + ChartMogul

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

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
Try It
- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write

- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search
Card Expiration
Triggers when a credit card expires.
Trigger
Instant
Try It
New Customer
Triggers when a customer is created.
Trigger
Instant
Try It
Payment Failure
Triggers when a payment fails.
Trigger
Instant
Try It
Payment Method Updates
Triggers when a payment method is updated.
Trigger
Instant
Try It
Subscription Activation
Triggers when a subscription is changed from Trial to Active state.
Trigger
Instant
Try It
Subscription Cancellation
Triggers when a subscription is cancelled.
Trigger
Instant
Try It
New Subscription
Triggers when a subscription is created.
Trigger
Instant
Try It
Subscription Reactivation
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Trigger
Instant
Try It
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
- Customer External IDRequired
  The external ID of the target customer to whom the custom attribute will be added. When there are multiple profiles with the defined external ID, the custom attribute will be added to all profiles.
- TypeRequired
  The data type of the custom attribute.
- KeyRequired
  The name of the custom attribute. Accepts alphanumeric characters and underscores.
- ValueRequired
  The value of the custom attribute. Should be of the data type as specified in 'type'.
- Source
  Optional parameter for UI use. Can be updated, doesn't show in response.
Action
Write
- Customer UUIDRequired
  The ChartMogul UUID of the customer.
- TagsRequired
  Tags to be added to the customer. Use commas to add multiple tags.
Action
Write
- Customer External IDRequired
  The external ID of the target customer to whom tags will be added. When there are multiple profiles with the defined external ID, tags will be added to all profiles.
- TagsRequired
  Tags to be added to the customer. Use commas to add multiple tags.
Action
Write
- info
  The merged customer will have the ChartMogul Customer UUID, email address, and location of the customer identified using the "into" key. Both customers’ external IDs, tags, custom attributes, and notes will be preserved. If both customers have values in the same field, the value retained for the field will be that of the customer specified in "into".
- Customer UUID 1 (From)Required
  ChartMogul UUID of the customer you want to merge.
- Customer UUID 2 (Into)Required
  ChartMogul UUID of the customer you want to merge into.
Action
Write
- Email AddressRequired
  The email address of the customer you are searching for.
Action
Search
- Customer UUIDRequired
  The ChartMogul UUID of the customer you are retrieving
Action
Search
- Start DateRequired
  The start date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- End DateRequired
  The end date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- Interval
- Geo Filter
  A comma-separated list of ISO 3166-1 Alpha-2 formatted country codes to filter the results to, e.g. US, GB, DE
- Plan Filter
  A comma-separated list of plan names (as configured in your ChartMogul account) to filter the results to.
Action
Search
- Start DateRequired
  The start date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- End DateRequired
  The end date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- Interval
- Geo Filter
  A comma-separated list of ISO 3166-1 Alpha-2 formatted country codes to filter the results to, e.g. US, GB, DE
- Plan Filter
  A comma-separated list of plan names (as configured in your ChartMogul account) to filter the results to.
Action
Search
- Start DateRequired
  The start date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- End DateRequired
  The end date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- Interval
- Geo Filter
  A comma-separated list of ISO 3166-1 Alpha-2 formatted country codes to filter the results to, e.g. US, GB, DE
- Plan Filter
  A comma-separated list of plan names (as configured in your ChartMogul account) to filter the results to.
Action
Search
- Start DateRequired
  The start date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- End DateRequired
  The end date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- Interval
- Geo Filter
  A comma-separated list of ISO 3166-1 Alpha-2 formatted country codes to filter the results to, e.g. US, GB, DE
- Plan Filter
  A comma-separated list of plan names (as configured in your ChartMogul account) to filter the results to.
Action
Search

- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- 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
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write
Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is generated(with line item support).
Trigger
Instant
Try It
New Payment Method
Triggers when a payment method is added.
Trigger
Instant
Try It
New Payment
Triggers when a payment is collected successfully.
Trigger
Instant
Try It
Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
Trigger
Instant
Try It
Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Trigger
Instant
Try It
Subscription Pause
Triggers when a subscription is paused.
Trigger
Instant
Try It
Subscription Resumption
Triggers when a paused subscription is resumed.
Trigger
Instant
Try It
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
- Customer EmailRequired
  The email address of the target customer to whom the custom attribute will be added. When there are multiple profiles with the defined email, the custom attribute will be added to all profiles.
- TypeRequired
  The data type of the custom attribute.
- KeyRequired
  The name of the custom attribute. Accepts alphanumeric characters and underscores.
- ValueRequired
  The value of the custom attribute. Should be of the data type as specified in 'type'.
- Source
  Optional parameter for UI use. Can be updated, doesn't show in response.
Action
Write
- Customer UUIDRequired
  The ChartMogul UUID of the customer.
- TypeRequired
  The data type of the custom attribute.
- KeyRequired
  The name of the custom attribute. Accepts alphanumeric characters and underscores.
- ValueRequired
  The value of the custom attribute. Should be of the data type as specified in 'type'.
- Source
  Optional parameter for UI use. Can be updated, doesn't show in response.
Action
Write
- Customer EmailRequired
  The email address of the target customer to whom tags will be added. When there are multiple profiles with the defined email, tags will be added to all profiles.
- TagsRequired
  Tags to be added to the customer. Use commas to add multiple tags.
Action
Write
- Data Source UUIDRequired
  UUID of the target Data Source where the customer will be created.
- Customer NameRequired
  Name of the customer for display purposes. Accepts alphanumeric characters.
- External IDRequired
  A unique identifier specified by you for the customer. Typically an identifier from your internal system. Accepts alphanumeric characters.
- Customer Email
  Email address of the customer.
- Company Name
  The customer's company or organization.
- Country
  Country code of customer's location as per ISO-3166 alpha-2 standard.
- City
  The city from the customer's address.
- Lead Created at
  Time at which this customer was established as a lead. Must be an ISO 8601 formatted time in the past. The timezone defaults to UTC unless otherwise specified.
- Free Trial Started at
  Time at which this customer started a free trial of your product or service. Must be an ISO 8601 formatted time in the past. The timezone defaults to UTC unless otherwise specified. This is expected to be the same as, or after the lead_created_at value.
Action
Write
- GuideRequired
  Fill in the details below for the fields you want to update.
- Customer UUIDRequired
  UUID of the customer you wish to update in ChartMogul.
- Customer Name
  Name of the customer for display purposes. Accepts alphanumeric characters.
- Customer Email
  Email address of the customer.
- Company
  The customer's company or organization.
- Country
  Country code of customer's location as per ISO-3166 alpha-2 standard.
- City
  The city from the customer's address.
- Lead Created at
  Time at which this customer was established as a lead.
- Free Trial Started at
  Time at which this customer started a free trial of your product or service. This is expected to be the same as, or after the lead_created_at value.
Action
Write
- External IDRequired
  A unique external identifier of the customer that you want to retrieve.
Action
Search
- Start DateRequired
  The start date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- End DateRequired
  The end date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- Interval
- Geo Filter
  A comma-separated list of ISO 3166-1 Alpha-2 formatted country codes to filter the results to, e.g. US, GB, DE
- Plan Filter
  A comma-separated list of plan names (as configured in your ChartMogul account) to filter the results to.
Action
Search
- Start DateRequired
  The start date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- End DateRequired
  The end date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- Interval
- Geo Filter
  A comma-separated list of ISO 3166-1 Alpha-2 formatted country codes to filter the results to, e.g. US, GB, DE
- Plan Filter
  A comma-separated list of plan names (as configured in your ChartMogul account) to filter the results to.
Action
Search
- Start DateRequired
  The start date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- End DateRequired
  The end date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- Geo Filter
  A comma-separated list of ISO 3166-1 Alpha-2 formatted country codes to filter the results to, e.g. US, GB, DE
- Plan Filter
  A comma-separated list of plan names (as configured in your ChartMogul account) to filter the results to.
Action
Search
- Start DateRequired
  The start date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- End DateRequired
  The end date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- Geo Filter
  A comma-separated list of ISO 3166-1 Alpha-2 formatted country codes to filter the results to, e.g. US, GB, DE
- Plan Filter
  A comma-separated list of plan names (as configured in your ChartMogul account) to filter the results to.
Action
Search
- Start DateRequired
  The start date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- End DateRequired
  The end date of the required period of data. An ISO-8601 formatted date, e.g. 2022-01-30
- Geo Filter
  A comma-separated list of ISO 3166-1 Alpha-2 formatted country codes to filter the results to, e.g. US, GB, DE
- Plan Filter
  A comma-separated list of plan names (as configured in your ChartMogul account) to filter the results to.
Action
Search

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

How Salesforce + Chargebee + ChartMogul Integrations Work

Step 1: Authenticate Salesforce, Chargebee, and ChartMogul.
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 Salesforce + Chargebee + ChartMogul

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

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

Recurly

Payment Processing

Cheddar

Payment Processing

ChargeOver

Payment Processing

About ChartMogul

ChartMogul helps you measure, understand and grow your subscription business.

Learn more

Related categories

Ads & Conversion

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

Salesforce + Chargebee + ChartMogul Integrations

How to connect Salesforce + Chargebee + ChartMogul

Do even more with Salesforce + Chargebee + ChartMogul

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Contact

Create Lead

Create Record (UTC)

Salesforce ObjectRequired

Update Lead

Lead to UpdateRequired

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

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

Add a Custom Attributes to a Customer via External ID

Customer External IDRequired

TypeRequired

KeyRequired

ValueRequired

Source

Add Tags to a Customer via UUID

Customer UUIDRequired

TagsRequired

Add Tags to a Customer via External ID

Customer External IDRequired

TagsRequired

Merge Customers

info

Customer UUID 1 (From)Required

Customer UUID 2 (Into)Required

Search for Customer via Email

Email AddressRequired

Retrieve a Customer Profile

Customer UUIDRequired

Retrieve Average Revenue Per Account (ARPA)

Start DateRequired

End DateRequired

Interval

Geo Filter

Plan Filter

Retrieve Average Sale Price (ASP)