viaSocket

Connect Template To and Chargebee to Build Intelligent Automations

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Template To

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.

New Customer

New Customer

Triggers when a new customer is created.

New Subscription

New Subscription

Triggers when a subscription is created.

Request a new Trigger for Template To

Do thisActions

Action is the task that follows automatically within your Template To integrations.

Create File

Create File

Create a PDF from a TemplateTo template using the provided JSON data.

Create Template

Create Template

Create an existing template.

Find Existing Subscription

Find Existing Subscription

Lookup details of an existing subscription.

Get a Customer

Get a Customer

Get information of an existing customer by ID.

Delete a Customer

Delete a Customer

Delete an existing customer by ID.

Delete a Subscription

Delete a Subscription

Delete an existing subscription by ID.

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Frequently Asked Questions

How do I start an integration between Template To and Chargebee?

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

Can we customize how data from Template To is recorded in Chargebee?

Absolutely. You can customize how Template To 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 Template To and Chargebee?

The data sync between Template To 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 Template To 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 Template To and Chargebee?

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

Template To

About Template To

TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.

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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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