Connect Chargebee and Cloze to Build Intelligent Automations

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Chargebee

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is created.

New Subscription

New Subscription

Triggers when a subscription is created.

Person Change

Person Change

Triggers when a person is changed.

Company  Change

Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Project Change

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Request a new Trigger for Chargebee

Do thisActions

Action is the task that follows automatically within your Chargebee integrations.

Find Existing Subscription

Find Existing Subscription

Lookup details of an existing subscription.

Get a Customer

Get a Customer

Get information of an existing customer by ID.

Delete a Customer

Delete a Customer

Delete an existing customer by ID.

Delete a Subscription

Delete a Subscription

Delete an existing subscription by ID.

Update Customer

Update Customer

Update an existing customer by ID.

Resume Subscription

Resume Subscription

Resume an existing subscription by ID.

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Frequently Asked Questions

How do I start an integration between Chargebee and Cloze?

To start, connect both your Chargebee and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in Cloze (or vice versa).

Can we customize how data from Chargebee is recorded in Cloze?

Absolutely. You can customize how Chargebee data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Chargebee and Cloze?

The data sync between Chargebee and Cloze typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Chargebee to Cloze?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Chargebee and Cloze?

Yes, you can set conditional logic to control the flow of data between Chargebee and Cloze. 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

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.

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Cloze

About Cloze

Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.

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