Connect Callingly and Chargebee to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an Action
Automatically do this!
Find Customers
Update Customer
Pause Subscription
Resume Subscription
Create Subscription
Set Next Billing Date
Create Customer
Record Offline Payment
Find Subscriptions
Update Subscription
Ready to use Callingly and Chargebee automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
New Subscription Created
Runs when a new subscription is created.
New Customer Created
Runs when a new customer is created.
New Invoice Generated
Runs when a new invoice is generated in Chargebee.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Find Customers
Finds customers in Chargebee by ID, name, email, or recent activity and provides their details.
Update Customer
Updates an existing customer's details in Chargebee.
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Frequently Asked Questions
To start, connect both your Callingly and Chargebee accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Chargebee (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Chargebee. This includes choosing which data fields go into which fields of Chargebee, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Chargebee typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Callingly and Chargebee. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn MoreAbout Chargebee
Chargebee is a subscription management and billing platform designed for businesses of all sizes. It automates billing processes, manages subscriptions, and provides comprehensive analytics to help businesses optimize their revenue models.
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