Connect Xodo Sign and Chargebee
Integrate Xodo Sign with Chargebee to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Customers in Chargebee when Document Is Sent via Xodo Sign
Update Customer in Chargebee when Document Is Sent via Xodo Sign
Pause Subscription in Chargebee when Document Is Sent via Xodo Sign
Resume Subscription in Chargebee when Document Is Sent via Xodo Sign
Create Subscription in Chargebee when Document Is Sent via Xodo Sign
Popular Xodo Sign + Chargebee flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
Choose an action
Chargebee
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
Find Customers in Chargebee when Document Is Sent via Xodo Sign
Use this flowUpdate Customer in Chargebee when Document Is Sent via Xodo Sign
Use this flowPause Subscription in Chargebee when Document Is Sent via Xodo Sign
Use this flowResume Subscription in Chargebee when Document Is Sent via Xodo Sign
Use this flowCreate Subscription in Chargebee when Document Is Sent via Xodo Sign
Use this flowSet Next Billing Date in Chargebee when Document Is Sent via Xodo Sign
Use this flowCreate Customer in Chargebee when Document Is Sent via Xodo Sign
Use this flowRecord Offline Payment in Chargebee when Document Is Sent via Xodo Sign
Use this flowFind Subscriptions in Chargebee when Document Is Sent via Xodo Sign
Use this flowUpdate Subscription in Chargebee when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Chargebee.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Chargebee accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Xodo Sign and Chargebee as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Chargebee. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Chargebee, and a separate workflow where Chargebee triggers actions in Xodo Sign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Xodo Sign and Chargebee. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Chargebee integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
