Connect Chargebee and ACT! 365 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscription Created
New Customer Created
New Invoice Generated
Payment Succeeds
New Payment Source Added
Subscription Is Cancelled
Subscription Is Paused
New Card Is Added
Card Expires
Choose an Action
Automatically do this!
- Request a new Action for ACT! 365
Enable Integrations or automations with these events of Chargebee and ACT! 365
Enable Integrations or automations with these events of Chargebee and ACT! 365
Triggers
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.
Payment Succeeds
Runs when a payment succeeds.
New Payment Source Added
Runs when a new payment source is added to an account.
Subscription Is Cancelled
Runs when a subscription is cancelled.
Actions
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.
Pause Subscription
Pauses an existing subscription using its ID.
Resume Subscription
Resume an existing subscription by ID.
Create Subscription
Creates a subscription for a customer.
Set Next Billing Date
Updates a subscription's next billing date.
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Frequently Asked Questions
To start, connect both your Chargebee and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how Chargebee data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.
The data sync between Chargebee and ACT! 365 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 Chargebee and ACT! 365. 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 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.
Learn MoreAbout ACT! 365
Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.
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