Connect Cognito Forms and Chargebee to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cognito Forms
Choose an Action
Automatically do this!
Find Customers
Update Customer
Pause Subscription
Resume Subscription
Create Subscription
Set Next Billing Date
Create Customer
Record Offline Payment
Find Subscriptions
Update Subscription
Ready to use Cognito Forms and Chargebee automations
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 Cognito Forms integrations.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
Find Customers
Finds customers in Chargebee by ID, name, email, or recent activity and provides their details.
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Frequently Asked Questions
To start, connect both your Cognito Forms and Chargebee accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Chargebee (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in Chargebee. This includes choosing which data fields go into which fields of Chargebee, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and Chargebee 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 Cognito Forms and Chargebee. 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 Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn MoreAbout 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 More
