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.
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.
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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.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Trigger when a new contract created.
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 updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
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.
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.
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.
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!
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.