Connect Docamatic and Chargebee to Build Intelligent Automations

Choose a Trigger

Docamatic

When this happens...

Choose an Action

Chargebee

Automatically do this!

Ready to use Docamatic and Chargebee automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Subscription Created

New Subscription Created

Runs when a new subscription is created.

New Customer Created

New Customer Created

Runs when a new customer is created.

New Invoice Generated

New Invoice Generated

Runs when a new invoice is generated in Chargebee.

Payment Succeeds

Payment Succeeds

Runs when a payment succeeds.

New Payment Source Added

New Payment Source Added

Runs when a new payment source is added to an account.

Subscription Is Cancelled

Subscription Is Cancelled

Runs when a subscription is cancelled.

Do thisActions

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

Convert URL or HTML to Image

Convert URL or HTML to Image

This endpoint allows you to generate a PDF document from a URL or HTML.

Password Protect PDF

Password Protect PDF

allows you to password protect an existing pdf document.

Convert URL or HTML to PDF

Convert URL or HTML to PDF

generate a PDF document from a URL or HTML

Write to an existing PDF

Write to an existing PDF

Add text, images, barcodes and QR codes to an existing pdf document.

Generate a PDF from a predefined template

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

Find Customers

Find Customers

Finds customers in Chargebee by ID, name, email, or recent activity and provides their details.

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Frequently Asked Questions

How do I start an integration between Docamatic and Chargebee?

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

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

Absolutely. You can customize how Docamatic 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.

How often does the data sync between Docamatic and Chargebee?

The data sync between Docamatic and Chargebee 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 Docamatic to Chargebee?

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 Docamatic and Chargebee?

Yes, you can set conditional logic to control the flow of data between Docamatic 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.

Docamatic

About Docamatic

Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.

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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.

Learn More