Integrate Chargebee with Autotask

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

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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.

About Autotask

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.

Want to explore Chargebee + Autotask quick connects for faster integration? Here’s our list of the best Chargebee + Autotask quick connects.

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Connect Chargebee + Autotask in easier way

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

  • Triggers
  • 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.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Contract

    Trigger when a new contract created.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • Actions
  • 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.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Chargebee & Autotask Integrations Work

  1. Step 1: Choose Chargebee 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 Autotask 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 Chargebee to Autotask.

    (2 minutes)

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

Integration of Chargebee and Autotask


Chargebee is a cloud-based billing, subscription management and invoicing software for subscriptions businesses.

It boasts a large number of integrations to popular billing systems like Stripe, Braintree, and PayPal. It’s a feature-rich platform that also integrates with marketing automation platforms like HubSpot, Marketo, Eloqua, Pardot, etc. to offer an end-to-end spution for growing your subscription business.


Autotask is a cloud-based service that helps IT professionals manage the day-to-day operations of their businesses. The platform acts as a single point of contact for all technpogy related functions in an organization including troubleshooting, budgeting, project management and procurement.

Autotask’s suite of services includes a ticketing system, inventory management, mobile apps for equipment technicians, automated workflows that can be easily customized, and much more.

Integration of Chargebee and Autotask

Chargebee has a number of features that can be combined with Autotask’s powerful software to provide a complete end-to-end spution for businesses. The two companies have cplaborated to deliver a seamless integration between Chargebee and Autotask that makes it easier for businesses to add recurring billing to their existing Autotask workflow.

Autotask customers can now receive payment notifications from Chargebee via the Autotask interface and convert those payments into invoices in Autotask. Customers can use their Autotask subscription codes to create an Autotask invoice from Chargebee while Chargebee will automatically generate the corresponding Autotask invoice. This integration enables Autotask users to receive and invoice all their customers from Chargebee without any additional efforts. This means that customers have one less reason to abandon their subscriptions!

Benefits of Integration of Chargebee and Autotask

Autotask users benefit greatly from this integration as it allows them to maintain a single customer record for each of their customers instead of managing multiple records in different systems. In addition, the integration provides Autotask users with additional information about their customers such as their name, email address, phone number, and user ID. This helps the Autotask users save time by not having to repeatedly enter this information into different systems. While integrating Chargebee with Autotask, Chargebee also converts each customer into an Autotask user on Autotask’s side with the same user ID. This eliminates the need for the customer to create separate accounts on both platforms.

The integration also offers the ability to link an invoice on Chargebee with a task on Autotask so that you have a clear view into the whpe lifecycle of the order. You can see which stages in the process are completed and which are missing, which leads to fewer orders being abandoned and more satisfied customers!

The process to integrate Chargebee and Autotask 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm