Getting Started

Building Blocks

Subscription Features

Localization

Invoices

Credits

Billing Features

Taxes

Payment Methods

Direct Debit Payments

Configuring Gateways

Fraud Management

Hosted Pages

Notifications

Reports and Analytics

Attach Additional Data

Migration

Open Source Resources

Other Features

API Integration

Third Party Integrations

Slack 

Introduction 

Slack is a cloud based collaborative software which enables organizational communication through its persistent chat rooms (channels), private groups and direct messaging features. With Chargebee's Slack integration, you get to be connected to your customers more than ever before. Every subscription, cancellation, payment failure and customer specific notifications such as sign ups or trial conversions occurring in your site is effectively notified to you through Slack. You can download the Slack mobile application and receive notifications on the go which will make a great difference to your customer handling process. This feature can be used in Chargebee's sandbox mode as well.

Prerequisites 

It is mandatory that you have an existing Slack account to set up the integration.
The team owner and the Admin alone have the rights to set up the integration. The team members can sign in but cannot proceed with the configuration.

Setting up Slack with Chargebee 

Step 1: Connecting to Slack

You can set up your Slack account in Chargebee by navigating to Settings > Third Party Integration > Slack. You can also sign up for a Slack account from here.

Step 2: Allocating a channel

You can now connect to your Slack account from the Chargebee site. Notifications are received from Chargebee through the allocated channel.

Step 3: Setting up preferences

You can choose the events you want to get notified about, such as when a customer signs up for a subscription, when a payment to you fails, when a customer is sent an invoice for the first time. You can select which of these events you want to be notified about.

Your integration is now complete.

Notifications related to your subscription/payment updates will be sent to your Slack channel as and when they occur.

Manage Notifications 

Manage Notifications option takes you back to the Pick what you'd like to be notified about section where you can set your notification preferences.

Note

You can choose to disable Slack in your Chargebee site by clicking on Disconnect. The connection gets disabled and you will no longer receive any notifications from Chargebee.

FAQs 

Which plan of Chargebee is Slack integration available for?

You can choose to integrate your Slack account in Chargebee irrespective of the plan you opt for. The Slack integration is available for Standard, Pro, Enterprise and Launch plans in Chargebee.

What happens when Slack account is disabled/inactive? when a channel is removed/disabled in Slack?

In such cases, the sync will stop and a failure email will be sent to the Chargebee site admin.

Is it possible to get a consolidated report on the events occurring at your Chargebee site through Slack?

Integrating your slack account with the Chargebee site enables you to receive a daily report which contains the details of your performance metrics from the previous day. You can choose to receive this report by selecting the Daily metrics about subscriptions, activations, payments, receipts option while setting your notification preferences.

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