Connect telecrm and Chargebee to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Created
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 telecrm and Chargebee automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
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.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create or Update Lead
Create or update a lead
Update Lead Details
Update a lead's details
Search Leads
Find leads by name or email
Find Customers
Finds customers in Chargebee by ID, name, email, or recent activity and provides their details.
Update Customer
Updates an existing customer's details in Chargebee.
Pause Subscription
Pauses an existing subscription using its ID.
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Frequently Asked Questions
To start, connect both your telecrm and Chargebee accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Chargebee (or vice versa).
Absolutely. You can customize how telecrm 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 telecrm 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 telecrm 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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