Integrate Chargebee with Todoist

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

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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 Todoist

Todoist is an online task management app that helps in organizing & managing tasks and projects for teams and individuals.With Todoist, you'll never forget another task or miss a deadline again.

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

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Connect Chargebee + Todoist in easier way

It's easy to connect Chargebee + Todoist 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 Complete Task

    Triggers upon completion of a task on a project.

  • New Incomplete Task

    Triggers when you add an incomplete task to a project.

  • New Project

    Triggers upon creation of every new project.

  • 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 Task

    Creates a new task.

  • Invite User to Project

    Sends an e-mail to a person, inviting them to use one of your projects.

How Chargebee & Todoist 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 Todoist 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 Todoist.

    (2 minutes)

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

Integration of Chargebee and Todoist

Chargebee?

Chargebee is a subscription management company that helps people, companies and organizations to process subscriptions. It was founded in 2011 by Vijay Tella and Gaurav Garg. Initially, it was designed only for the Indian audience but later it expanded across the globe. Currently, it manages more than 500,000 subscriptions worldwide.

Some of the major features of this company are:

Subscription billing to clients – It provides support for recurring billing for products and services.

– It provides support for recurring billing for products and services. Recurring invoices billing – It also supports recurring invoicing for customer payments.

– It also supports recurring invoicing for customer payments. Customer data management – It also provides customer data management including email templates, customers segmentation, and fplow-up automation.

– It also provides customer data management including email templates, customers segmentation, and fplow-up automation. Fraud protection – Chargebee also provides fraud protection from unauthorized transactions.

– Chargebee also provides fraud protection from unauthorized transactions. Reoccurring profile – Chargebee has a reoccurring profile for subscription products and services which can be used to manage recurring payment.

Todoist?

Todoist is a task management app that allows users to create tasks, assign labels to these tasks, and schedule due dates for these tasks. The app helps users to prioritize their tasks and cplaborate on them with other users. It includes features such as time tracking, task priorities, reminders, and integration with third-party apps like Dropbox, Slack, Evernote, and Google Drive.

Some of the major features of this app are:

Task manager – The app allows users to organize their tasks into projects and sub-projects and then organize their tasks under these projects and sub-projects. Tasks can be labeled by type (like personal or work), priority (A to F), date (today or scheduled in the future), and assignees (users who will work on them. The app also includes a calendar view of all the tasks or projects that are assigned to each user. All of the tasks in a project can be organized into subtasks. Tasks can be shared with others or delegated to other users. Users can add due dates to tasks which can then be viewed using the calendar on the app. Users can choose from several different task reminder options that include an email reminder when the task is due, a desktop notification when the task becomes due, or an in-app notification when the task is due. Users can also choose from several different time tracking methods that include manual mode (where users enter their time spent manually. or automatic mode (where the app records how much time users spend using the app. Todoist offers an optional premium service which allows users to archive completed tasks and remove advertisements from the app. Premium subscribers can also add additional team members to their account and share more than five projects with other users.

Final words:

There are many other tops available on the market but Chargebee/Todoist combination is the best option for small businesses as it provides benefits like tracking time spent on tasks and recurring invoice management. In addition, it helps businesses to manage customer information easily as they can use Chargebee for managing information about existing customers (such as name, address, phone number, email id etc.. and use Todoist for managing information about new customers (such as name, email id etc..

The process to integrate Chargebee and Todoist 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