
When this happens...
New Customer
New Subscription

Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a subscription is created.
Triggered when a new lead is created in a specific campaign.
Triggered when a new email is received in a specific campaign.
Triggered when a new email is sent.
Triggered when a specific lead is unsubscribed.
Action is the task that follows automatically within your Chargebee integrations.
Lookup details of an existing subscription.
Get information of an existing customer by ID.
Delete an existing customer by ID.
Delete an existing subscription by ID.
Update an existing customer by ID.
Resume an existing subscription by ID.

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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 Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in Instantly (or vice versa).
Absolutely. You can customize how Chargebee data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.
The data sync between Chargebee and Instantly 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 Instantly. 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 MoreInstantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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