Connect Chargebee and Salesdash CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Chargebee and Salesdash CRM
Enable Integrations or automations with these events of Chargebee and Salesdash CRM
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.
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.
Resume Subscription
Resume an existing subscription by ID.
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Chargebee and Salesdash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in Salesdash CRM (or vice versa).
Absolutely. You can customize how Chargebee data is recorded in Salesdash CRM. This includes choosing which data fields go into which fields of Salesdash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Chargebee and Salesdash CRM 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 Salesdash CRM. 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.
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About Salesdash CRM
Salesdash CRM helps small businesses grow sales with our simple client management software.
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