Integrate Chargebee with Chatter

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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 Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

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

Explore quick connects
Connect Chargebee + Chatter in easier way

It's easy to connect Chargebee + Chatter 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • 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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Chargebee & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

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

Integration of Chargebee and Chatter

Chargebee?

Chargebee is an online billing software for subscription businesses. It supports recurring billing, multiple plans, and invoicing for subscriptions. Chargebee also offers a variety of integration plugins to help you integrate your business with the most popular e-commerce platforms such as WordPress, WooCommerce, BigCommerce, Shopify, Magento, and more

Chatter?

Chatter is a customer engagement platform which helps to build a two-way communication channel between you and your customers. It gives them the ability to stay informed about the latest product updates, directly ask questions to your support team and many more. This can help you advance in the sales funnel by increasing customer satisfaction level and reducing customer churn rate.

Integration of Chargebee and Chatter

To make use of Chargebee and Chatter, it is necessary to integrate both of them together. To do so, we need a Chargebee API key and connect it with our Chatter account. Here are the steps to integrate Chargebee and Chatter-

Step 1. Log in to Chargebee and click on Settings at the top right corner of the screen.

Step 2. Click on Integrations tab then Authorize Chatter.

Step 3. Type in your Chatter username or email address to grant access to your account.

Step 4. Click on Authorize button to complete the authorization process.

Step 5. To enable any Chatter Plan or add-on, go to Integrations > Add-ons, click on the checkbox next to the features name and click on Update settings button. Once you have successfully linked Chargebee with Chatter, you will be able to see the plan name under Manage Plans section. You should also get an email from Chargebee about this integration.

Benefits of Integration of Chargebee and Chatter

Integration of Chargebee and Chatter can provide you with benefits like-

  • Sharing customers’ information across platforms- As both Chargebee and Chatter are integrated, sharing customer information becomes much easier by clicking on the Connect button within each platform. You will be able to see the customer information in both of these platforms. This can be very helpful for marketing purposes. For instance, if you want to send out a newsletter or push an offer via email, you can import data from one platform into another with a click of a button.
  • Automatic updates- Instead of having to log in to each platform individually when a charge is made or a payment is made, we get an update in all platforms at once. It lets us stay more organized and not forget about any aspect of our business. This can help us gain more efficiency and save time. We also do not have to worry about manually updating subscribers details anymore in each platform because it is done automatically when they subscribe or unsubscribe from a plan through one of your connected platforms. This also works for any other changes that are made on the subscriber’s profile such as payment method changes, phone number updates, etc.
  • Improved customer experience- As mentioned above, this integration allows us to stay more organized and also manage more efficiently without losing track of things. This ultimately helps us provide outstanding customer service which improves our customer experience. If we have better quality customer support, our customers are more likely to remain loyal to us because they feel valued and know that their needs are getting met. This ultimately leads to increased customer lifetime value which helps us generate more revenue over time.

The process to integrate Chargebee and Chatter 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 March 14,2023 02:59 pm