Connect Sanchay Crm and Chargebee to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanchay Crm
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 Sanchay Crm 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 Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Insert or Update Data With Linking Module
Save record and link modules
Get Module Fields
Get all fields in a module
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Frequently Asked Questions
To start, connect both your Sanchay Crm and Chargebee accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Chargebee (or vice versa).
Absolutely. You can customize how Sanchay Crm 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 Sanchay Crm 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 Sanchay Crm 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 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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