Integrate Docupilot with Chargebee
Send information between Docupilot and Chargebee automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Docupilot and Chargebee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Charge failed
Triggers when a customer payment fails
Subscription updated
Triggers when a subscription is upgraded or downgraded
Invoice updated
Triggers when an invoice is updated
Customer updated
Triggers when a customer is updated
Invoice generated
Triggers when a new invoice is generated
Subscription activated
Triggers when the state of a subscription is updated from 'trial' to 'active'
Customer created
Triggers when a new customer is created
Charge created
Triggers when a new payment is collected
Subscription created
Triggers when a new subscription is created
Subscription paused
Triggers when a subscription is paused
Subscription renewed
Triggers when a subscription is renewed
Subscription reactivated
Triggers when the state of a subscription is updated from 'canceled' to 'active' or 'in trial'
Subscription resumed
Triggers when a subscription is resumed
Subscription deleted
Triggers when a subscription is deleted
Subscription canceled
Triggers when a subscription is canceled
Quote updated
Triggers when a quote is updated
Quote created
Triggers when a new quote is created
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
Resume subscription
Resumes an existing subscription
Create subscription
Creates a new subscription
Create customer
Creates a new customer
Pause subscription
Pauses an existing subscription
Update subscription
Updates the details of an existing subscription
Update customer
Updates the details of an existing customer
Change next billing date
Updates the next billing date of an existing subscription
Record offline payment for an invoice
Records an offline payment and updates the status of the invoice to 'paid'
Fetch subscription
Fetches the details of an existing subscription
Fetch customer
Fetches the details of an existing customer
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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What is Chargebee?
Chargebee is subscription billing and recurring payments software. You can personalize email notifications, generate custom reports, and include add-ons.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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