Integrate Chargebee with Microsoft Outlook

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

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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 Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

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

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Connect Chargebee + Microsoft Outlook in easier way

It's easy to connect Chargebee + Microsoft Outlook 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.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event 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 Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

How Chargebee & Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook.

    (2 minutes)

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

Integration of Chargebee and Microsoft Outlook

Chargebee

Chargebee is a subscription management SaaS top that helps businesses process payments and record subscription income. It has a very intuitive dashboard which enables users to see what their customers are doing, such as making payments. They can also track how many sales they have made through the dashboard. Chargebee also helps you to generate reports in your preferred format. Chargebee is based in San Jose, California and was founded by Sridhar Vembu in 2011.

Microsoft Outlook

Microsoft Outlook is a personal email and calendar program for Windows and Mac OS X PCs. It is a free application available from Microsoft's Office suite of applications. The first version of Outlook was released in August of 1996. Microsoft Outlook stores emails and appointments on your computer and connects to an email server via a web browser or an email client (such as Outlook for PC or for Mac.

Integration of Chargebee and Microsoft Outlook

Integration of Chargebee and Microsoft Outlook allows you to have access to all your customer information from one dashboard. You will be able to easily see the amount of money coming in from each individual customer. It makes it easier for you to manage your business. You can also set up automatic payment reminders to ensure that you get paid on time, even if the customer forgets to pay. This makes it easier to run your business and keep track of what each customer owes you; you can see it all in one place.

Benefits of Integration of Chargebee and Microsoft Outlook

Integration of Chargebee and Microsoft Outlook reduces the amount of time it takes to perform administrative tasks by half because you do not have to log into several different websites to view critical information about your business. This integration also makes sending invoices much easier, especially if you are already using Microsoft products. Overall, this integration streamlines the way you work and saves you time by eliminating the need for logging on to several different websites just to find information about your business.

The process to integrate Chargebee and Microsoft Outlook 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