
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

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new subscription is created.
Runs when a new customer is created.
Runs when a new invoice is generated in Chargebee.
Runs when a payment succeeds.
Runs when a new payment source is added to an account.
Runs when a subscription is cancelled.
Action is the task that follows automatically within your Chargebee integrations.
List and Get customer details from Chargebee by ID, name, email, or recent activity.
Updates an existing customer's details in Chargebee.
Pauses an existing subscription using its ID.
Resume an existing subscription by ID.
Creates a subscription for a customer.
Updates a subscription's next billing date.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Chargebee and Agent AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in Agent AI (or vice versa).
Absolutely. You can customize how Chargebee data is recorded in Agent AI. This includes choosing which data fields go into which fields of Agent AI, setting up custom formats, and filtering out unwanted information.
The data sync between Chargebee and Agent AI 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 Agent AI. 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.
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 MoreAgent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.
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