
When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new subscription is created.
Runs when a new customer is created.
Runs when a new invoice is generated in Chargebee.
Runs when a payment succeeds.
Runs when a new payment source is added to an account.
Runs when a subscription is cancelled.
Action is the task that follows automatically within your Docamatic integrations.
This endpoint allows you to generate a PDF document from a URL or HTML.
allows you to password protect an existing pdf document.
generate a PDF document from a URL or HTML
Add text, images, barcodes and QR codes to an existing pdf document.
This endpoint allows you to create a PDF or image from one of our predefined templates.
Finds customers in Chargebee by ID, name, email, or recent activity and provides their details.

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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).
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.
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.
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 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 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.
Learn MoreChargebee 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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