Connect Docsumo and Chargebee to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
Find Existing Subscription
Get a Customer
Delete a Customer
Delete a Subscription
Update Customer
Resume Subscription
Fetch Subscription Invoice Details
Create a Customer
Ready to use Docsumo and Chargebee automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
New Subscription
Triggers when a subscription is created.
Do thisActions
Action is the task that follows automatically within your Docsumo integrations.
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
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.
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Frequently Asked Questions
To start, connect both your Docsumo and Chargebee accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in Chargebee (or vice versa).
Absolutely. You can customize how Docsumo 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 Docsumo 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 Docsumo 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 Docsumo
Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.
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.
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