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Product Updates

  • Release Notes

Getting Started

  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee

  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee

  • Chargebee Agents
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  • Chargebee MCP Server (Model Context Protocol)

Developer Resources

  • Developer Resources Overview
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Product Catalog

  • Product Catalog Overview
  • Coupons
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Subscriptions

  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers

  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Entitlements

  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
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  • Customer Entitlements
  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing

  • Understanding Usages
  • Setting up Usage Based Billing
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ

  • Chargebee CPQ
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

Invoices, Credit Notes, and Quotes

  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes

  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities

  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration

  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Multi Business Entity

  • Multi Business Entity Overview
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions

  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

Reports and Analytics

  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations

  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • Marketing
    • Refersion
    • MailChimp
    • Zapier
      • Case Study- Chargebee as a Trigger
      • Case Study- Chargebee as an Action
    • ActiveCampaign
  • Stitch
  • Collaboration
  • Contract Management
  • Ecommerce Management
  • Articles and FAQ

Data Privacy & Security

  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations

  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  3. Integrations
  5. Marketing
  7. Zapier
  8. Case Study- Chargebee as an Action
  1. Billing
  3. Integrations
  5. Marketing
  7. Zapier
  8. Case Study- Chargebee as an Action

Case Study: Chargebee as an Action

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:

  • Zap: A connection between two apps.
  • Trigger: An event that starts a Zap.
  • Action: An event that completes a Zap.
  • Multi-Step Zap (Search): A Zap with more than one action or that includes searches and filters.

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:

  • Zap: A deal won in Pipedrive creates a subscription in Chargebee.
  • Trigger: New deal in Pipedrive.
  • Action: Create a subscription in Chargebee for the deal.

Create a Zap

  1. Sign in to your Zapier account.
  2. Select Create Zap to set up a trigger.
Create Zap

Create a trigger in Pipedrive

Follow these steps to create a trigger in Pipedrive:

1. Choose app and event

  1. Search for the app that requires a trigger. In this case, search for Pipedrive.
  2. Select the event that requires a trigger. For this example, choose New Deal.
  3. Name the Zap for easy reference.
  4. Select Continue.

Tip: Add products when creating a deal in Pipedrive for the first time. Use this deal to test the Zap.

Choose App and Event

2. Choose an account

  1. Connect your Pipedrive account to monitor for a deal won event.
  2. Select Continue.
Connect Pipedrive

3. Test the trigger

  1. Select Test Trigger to verify functionality.

    Test Trigger

  2. If the response is correct, select Continue.

Deal Details

The trigger is now ready for an action.

Create an Action in Chargebee

Follow these steps to create a subscription in Chargebee when a deal is won in Pipedrive.

1. Choose app and event

  1. Search for the app that requires an action. In this case, search for Chargebee.
  2. Select the event that requires an action. For this example, choose Create Subscription. Learn more about supported searches in Zapier for Chargebee.
  3. Select Continue.
Choose App and Event for Action

2. Choose an account

  1. Connect your Chargebee account to trigger the subscription creation action.
  2. Select Continue.
Connect Chargebee

3. Set up the action

Fill in the required fields to create a subscription.

Setup Action

Required Fields:

  • Customer ID
  • Subscription ID
  • Item Family
  • Item
  • Plan: Quantity (subscription_items[quantity])

For more details on mapping Chargebee fields, refer here.

4. Test the action

Select Test & Continue to complete the action setup.

Test Action

If the test is successful, a confirmation message will appear:

Test Action Message

5. Publish the zap

Once satisfied with the test data, select Publish.

Publish Zap

Your zap is now ready to send notifications from Chargebee to your Slack channel via Zapier.

Want to test this case study?

Use this link: Pipedrive to Chargebee

Need help? Contact Support.

Mapping Chargebee-Zapier fields

Customer InformationDescription
Customer IDThe 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 IDAutomatically generated by Chargebee if not provided.
Item FamilyThe item family for the subscription.
ItemThe item for the subscription.
Subscription InformationDescription
Trial EndThe 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 CyclesThe 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 RemoveItem 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 DateThe 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 CollectionSpecifies whether payments are collected automatically. Overrides the customer's auto-collection property. Tip: Requires a payment method if set to "On."
Terms to ChargeThe number of billing cycles (including the first) to invoice in advance.
Billing Alignment ModeOverrides the billing alignment mode for calendar billing. Defaults to the site configuration. Tip: Requires calendar billing to be enabled and configured.
PO NumberThe purchase order number for the subscription.
Coupon IDsList of coupons to apply to the subscription. Provide coupon IDs or codes.
Override RelationshipIf true, ignores the hierarchy relationship and uses the customer as the payment and invoice owner.
Plan InformationDescription
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 InformationDescription
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 InformationDescription
Invoice NotesCustomer-facing notes added to all invoices associated with the subscription. Displayed on the invoice PDF.
Invoice ImmediatelySpecifies whether charges raised after subscription creation are invoiced immediately or added to unbilled charges. Defaults to the site settings.
Free PeriodThe 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 UnitThe 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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