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Apptivo + Chargebee Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Chargebee

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About Chargebee

Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.

Chargebee Integrations

Best ways to Integrate Apptivo + Chargebee

  • Apptivo Chargebee

    Apptivo + Chargebee

    Resume Subscription in Chargebee when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Chargebee Resume Subscription
  • Apptivo Chargebee

    Apptivo + Chargebee

    Pause Subscription in Chargebee when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Chargebee Pause Subscription
  • Apptivo Chargebee

    Apptivo + Chargebee

    Change Next Billing Date in Chargebee when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Chargebee Change Next Billing Date
  • Apptivo Chargebee

    Apptivo + Chargebee

    Record Offline Payment for an Invoice in Chargebee when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Chargebee Record Offline Payment for an Invoice
  • Apptivo Chargebee

    Apptivo + Chargebee

    Create Customer to Chargebee from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Chargebee Create Customer
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Chargebee in easier way

It's easy to connect Apptivo + Chargebee without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

  • New Customer

    Triggers when a customer is created.

  • New Invoice

    Triggers when a new invoice is generated(with line item support).

  • New Payment

    Triggers when a payment is collected successfully.

  • New Subscription

    Triggers when a subscription is created.

  • Payment Failure

    Triggers when a payment fails.

  • Subscription Cancellation

    Triggers when a subscription is cancelled.

  • Subscription Cancellation Scheduled

    Triggers when a subscription is scheduled for cancellation.

  • Subscription Details Updates

    Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.

  • Subscription Pause

    Triggers when a subscription is paused.

  • Subscription Resumption

    Triggers when a paused subscription is resumed.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Change Next Billing Date

    Updates next billing date of a subscription.

  • Create Customer

    Creates a new customer in Chargebee.

  • Create Subscription

    Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.

  • Pause Subscription

    Pauses a subscription in Chargebee.

  • Record Offline Payment for an Invoice

    Records an offline payment for unpaid invoices.

  • Resume Subscription

    Resumes a paused subscription in Chargebee

  • Update Customer

    Updates customer details in Chargebee.

How Apptivo & Chargebee Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Chargebee as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Chargebee.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Chargebee

As the name suggests, Apptivo is an app that allows businesses to better manage their customer communications. It is an all-in-one software spution for Sales, Marketing and Support. It offers its customers an easy way to manage their business data and improve their productivity. With Apptivo, users can create beautiful emails, landing pages, surveys, quotes, invoices and many more. All of these can be created at a very minimal cost.

Chargebee is a billing spution that helps businesses manage their recurring subscriptions. It handles everything from free trials to cancellations and ensures that there are no gaps between subscriptions. Chargebee provides a complete overview of the subscription lifecycle and this enables businesses to retain more customers.

Integration of Apptivo and Chargebee

Apptivo and Chargebee have been integrated together to allow businesses to have a single dashboard from where they can see all of their recurring subscriptions in one place. This is very helpful as now businesses do not need to login to both the platforms separately to access information about their subscriptions. Also, it is a great help for employees who do not need to rely on a team leader or manager to check the status of a customer’s subscription.

Benefits of Integration of Apptivo and Chargebee

The integration of Apptivo and Chargebee has multiple benefits which include:

  • A Single Dashboard for All Subscription Information. The integration of Apptivo and Chargebee has allowed businesses to see all of their recurring subscriptions in one dashboard. This means that they do not have to log into two different platforms separately to check their product subscriptions and billing information. This is beneficial as it saves time and effort and also makes it easier for employees to check the status of a customer’s subscription on their own.
  • Easy Access to Customer Information. Employees now need not rely on team leaders or managers if they wish to access customer information such as contact details, payment history, subscription information etc. as the integration of Apptivo and Chargebee has made it possible for employees to access customer details on their own without any interference from others. Moreover, with the integration of Apptivo and Chargebee, employees can also access their own accounts and make changes themselves without having to wait for approval from team leaders or managers and thereby saving their time and effort.
  • Auto-billing. The integration of Apptivo and Chargebee has enabled businesses the option of automatic payments for recurring subscriptions. This facility is very useful as businesses do not need to manually renew every subscription every time they expire. They simply set up automatic payments and their recurring subscriptions will automatically renew themselves when required. This feature helps businesses save time and effort as they no longer need to manually renew each subscription. However, if a business wishes not to use this feature then they can still manually renew each subscription individually.

The integration of Apptivo and Chargebee has great advantages for businesses across industries. It gives them an all-in-one dashboard by which they can check all of their recurring subscriptions in one place. It also allows their employees to check customer information on their own without having to go through anyone else. Moreover, it also provides the option of automatic payments for recurring subscriptions thereby allowing businesses to save time and effort.

The process to integrate Apptivo and Chargebee may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.