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Zapier is an online integration tool that connects different apps and syncs actions. Integrating Zapier with Chargebee allows you to retrieve subscription-related information, such as invoices and payments, from over 1,000 online applications. It also helps automate workflows and boost productivity.
Here are some key terms in Zapier:
Learn more about the Zapier-Chargebee integration.
This case study demonstrates how to use Chargebee as an action.
Case study: Create a Subscription in Chargebee when a deal is won in Pipedrive
This case study explains how to set up Chargebee as an action in Zapier for an event triggered in Pipedrive.
Here is a set of associated triggers and actions for this case study:
Follow these steps to create a trigger in Pipedrive:
Information
Tip: Add products when creating a deal in Pipedrive for the first time. Use this deal to test the Zap.
Select Test Trigger to verify functionality.
If the response is correct, select Continue.
The trigger is now ready for an action.
Follow these steps to create a subscription in Chargebee when a deal is won in Pipedrive.
Fill in the required fields to create a subscription.
Required Fields:
See also
For more details on mapping Chargebee fields, refer here.
Select Test & Continue to complete the action setup.
If the test is successful, a confirmation message will appear:
Once satisfied with the test data, select Publish.
Your zap is now ready to send notifications from Chargebee to your Slack channel via Zapier.
Customer Information | Description |
---|---|
Customer ID | The customer ID for creating the subscription. Tip: Ensure the customer is already created in Chargebee. Create a person in Pipedrive, then create a customer in Chargebee using the person ID. |
Subscription ID | Automatically generated by Chargebee if not provided. |
Item Family | The item family for the subscription. |
Item | The item for the subscription. |
Subscription Information | Description |
---|---|
Trial End | The trial period end date for the subscription. Overrides the trial period set for the plan item. Tip: Must be later than the start date if provided. |
Billing Cycles | The number of billing cycles before the subscription is canceled. Defaults to the plan-item price setting if not provided. |
If not provided, then the billing cycles set for the plan-item price is used. | |
Mandatory Items To Remove | Item IDs of mandatorily attached add-ons that are to be removed from the subscription. Tip: If provided, the mandatory add-ons tied to a specific plan will not be added to the subscription |
Start Date | The subscription start date/time. Defaults to immediate if not provided. If set to a past date, it must not exceed one billing period into the past. |
Auto Collection | Specifies whether payments are collected automatically. Overrides the customer's auto-collection property. Tip: Requires a payment method if set to "On." |
Terms to Charge | The number of billing cycles (including the first) to invoice in advance. |
Billing Alignment Mode | Overrides the billing alignment mode for calendar billing. Defaults to the site configuration. Tip: Requires calendar billing to be enabled and configured. |
PO Number | The purchase order number for the subscription. |
Coupon IDs | List of coupons to apply to the subscription. Provide coupon IDs or codes. |
Override Relationship | If true, ignores the hierarchy relationship and uses the customer as the payment and invoice owner. |
Plan Information | Description |
---|---|
Plan: Item Price ID (subscription_items[item_price_id]) | The unique identifier of the item price. |
Plan: Quantity (subscription_items[quantity]) | The quantity of the item purchased. |
Plan: Unit Price (subscription_items[unit_price]) | The price per unit of the item. Defaults to the item price setting if not provided. Applicable only when the pricing model is flat_fee or per_unit. Tip: Requires price overriding to be enabled for the site. |
Plan: Billing Cycles (subscription_items[billing_cycles]) | The number of billing cycles before the subscription is canceled. Defaults to the plan-item price setting if not provided. |
Addon Information | Description |
---|---|
Addon: Item Price ID (subscription_items[item_price_id]) | The unique identifier of the item price. |
Addon: Quantity (subscription_items[quantity]) | The quantity of the addon purchased. |
Addon: Unit Price (subscription_items[unit_price]) | The price per unit of the addon. Defaults to the item price setting if not provided. Applicable only when the pricing model is flat_fee or per_unit. Tip: Requires price overriding to be enabled for the site. |
Addon: Billing Cycles (subscription_items[billing_cycles]) | The number of billing cycles for which the addon is included. Defaults to the attached addon or addon-item price setting if not provided. |
Addon: Trial End (subscription_items[trial_end]) | The trial period end date for the addon. Applies to plan items and enabled addon items. |
Invoice Information | Description |
---|---|
Invoice Notes | Customer-facing notes added to all invoices associated with the subscription. Displayed on the invoice PDF. |
Invoice Immediately | Specifies whether charges raised after subscription creation are invoiced immediately or added to unbilled charges. Defaults to the site settings. |
Free Period | The time period by which the first term of the subscription is extended free of charge. Must be in multiples of the free_period_unit. |
Free Period Unit | The unit of time for the free period. Must be equal to or lower than the period_unit attribute of the selected plan. |
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