Connect Chargebee and BoldSign 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!
Create Contact
List Contacts
Delete Document
Ready to use Chargebee and BoldSign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Chargebee integrations.
List and Find Customers
List and Get customer details from Chargebee by ID, name, email, or recent activity.
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 BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in BoldSign (or vice versa).
Absolutely. You can customize how Chargebee data is recorded in BoldSign. This includes choosing which data fields go into which fields of BoldSign, setting up custom formats, and filtering out unwanted information.
The data sync between Chargebee and BoldSign 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 BoldSign. 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 BoldSign
BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.
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