Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.
Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflowsChargebee Integrations
Autotask + ChargebeeResume Subscription in Chargebee when New Account is created in Autotask Read More...
Autotask + ChargebeePause Subscription in Chargebee when New Account is created in Autotask Read More...
Autotask + ChargebeeChange Next Billing Date in Chargebee when New Account is created in Autotask Read More...
Autotask + ChargebeeRecord Offline Payment for an Invoice in Chargebee when New Account is created in Autotask Read More...
It's easy to connect Autotask + Chargebee without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Triggers when a customer is created.
Triggers when a new invoice is generated(with line item support).
Triggers when a payment is collected successfully.
Triggers when a subscription is created.
Triggers when a payment fails.
Triggers when a subscription is cancelled.
Triggers when a subscription is scheduled for cancellation.
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Triggers when a subscription is paused.
Triggers when a paused subscription is resumed.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Updates next billing date of a subscription.
Creates a new customer in Chargebee.
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
Pauses a subscription in Chargebee.
Records an offline payment for unpaid invoices.
Resumes a paused subscription in Chargebee
Updates customer details in Chargebee.
Autotask and Chargebee are two applications that have been developed for the sales, marketing and cloud business to deal with the various customer management processes. Autotask is an online spution for the sales process that is used by the various organizations for the sales and marketing department. It is a cloud based software that ensures better cplaboration and communication among the various employees of the organization. Chargebee is a cloud based spution that helps in managing all the billing related activities like subscriptions, billing and invoicing. Autotask and Chargebee can be integrated using the API’s provided by both these software’s.
Autotask is a Salesforce Application integration platform that enables the users to develop their own or third party applications for different platforms like Windows, Web, Android, iOS etc. and integrate them with Salesforce. The Autotask API forms the core of this integration service and allows the users to access data from various Autotask entities like records, contacts, opportunities, cases etc. via web services. Various APIs are available on the Autotask platform like APIs for Opportunity, Contact, Case etc. Integration of Autotask and Chargebee will help in managing the customer subscriptions easily by integrating the customers, contacts, opportunities etc. into Chargebee.
There are several benefits of integrating Autotask and Chargebee. Some of them are as fplows:
· Integrating Autotask and Chargebee will help in capturing data automatically from various sources and updating them into common database so that it becomes easier to manage all the data in a single application.
· Integrating Autotask and Chargebee will help in building various forms to capture customer information like name, address etc and chargebee will take care of creating invoice automatically after capturing the subscription details from Autotask.
· Integrating Autotask and Chargebee will help in creating recurring payment schedule for each customer which will make it easy for the organization to create a schedule for future payments.
· Integration of Autotask and Chargebee will help in creating opportunity lists in chargebee which can be used to generate quotes automatically once a customer has subscribed to an application from Autotask.
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