Connect Docmaker and Chargebee to Build Intelligent Automations

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Docmaker

When this happens...

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Chargebee

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Ready to use Docmaker 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 Docmaker integrations.

Create PDF From Docx Template

Create PDF From Docx Template

Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.

Fill Out PDF Form

Fill Out PDF Form

Fills a pdf form

Print PDF From Webpage

Print PDF From Webpage

Print webpages, based on URLs, to create pdf documents.

Find Customers

Find Customers

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

Update Customer

Update Customer

Updates an existing customer's details in Chargebee.

Pause Subscription

Pause Subscription

Pauses an existing subscription using its ID.

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Frequently Asked Questions

How do I start an integration between Docmaker and Chargebee?

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

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

Absolutely. You can customize how Docmaker 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 Docmaker and Chargebee?

The data sync between Docmaker 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 Docmaker 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 Docmaker and Chargebee?

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

Docmaker

About Docmaker

DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.

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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.

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