Connect Chargebee and practifi to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Subscription
Choose an Action
Automatically do this!
- Request a new Action for practifi
Enable Integrations or automations with these events of Chargebee and practifi
Enable Integrations or automations with these events of Chargebee and practifi
Triggers
New Customer
Triggers when a new customer is created.
New Subscription
Triggers when a subscription is created.
Actions
Find Existing Subscription
Lookup details of an existing subscription.
List Contact of a Customer
Get list of all the contacts of a customer.
Get a Customer
Get information of an existing customer by ID.
Delete a Customer
Delete an existing customer by ID.
Delete a Subscription
Delete an existing subscription by ID.
Update Customer
Update an existing customer by ID.
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Frequently Asked Questions
To start, connect both your Chargebee and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in practifi (or vice versa).
Absolutely. You can customize how Chargebee data is recorded in practifi. This includes choosing which data fields go into which fields of practifi, setting up custom formats, and filtering out unwanted information.
The data sync between Chargebee and practifi 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 practifi. 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 practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
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