Integrate Chargebee with Zoho Connect

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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 Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

Zoho Connect Integrations

Best Chargebee and Zoho Connect Integrations

  • Chargebee Integration Zoho Connect Integration

    Chargebee + Zoho Connect

    Create Private Event from Zoho Connect from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Integration Subscription Resumption
     
    Then do this...
    Zoho Connect Integration Create Private Event
  • Chargebee Integration Zoho Connect Integration

    Chargebee + Zoho Connect

    Create Feed from Zoho Connect from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Integration Subscription Resumption
     
    Then do this...
    Zoho Connect Integration Create Feed
  • Chargebee Integration Zoho Connect Integration

    Chargebee + Zoho Connect

    Invite User to Network in Zoho Connect when Subscription Resumption is added to Chargebee Read More...
    Close
    When this happens...
    Chargebee Integration Subscription Resumption
     
    Then do this...
    Zoho Connect Integration Invite User to Network
  • Chargebee Integration Zoho Connect Integration

    Chargebee + Zoho Connect

    Create Private Task from Zoho Connect from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Integration Subscription Resumption
     
    Then do this...
    Zoho Connect Integration Create Private Task
  • Chargebee Integration Zoho Connect Integration

    Chargebee + Zoho Connect

    Create Event from Zoho Connect from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Integration Subscription Resumption
     
    Then do this...
    Zoho Connect Integration Create Event
  • Chargebee Integration {{item.actionAppName}} Integration

    Chargebee + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Chargebee + Zoho Connect in easier way

It's easy to connect Chargebee + Zoho Connect 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 Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

    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.

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Chargebee & Zoho Connect 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 Zoho Connect 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 Zoho Connect.

    (2 minutes)

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

Integration of Chargebee and Zoho Connect

Introduction to Chargebee and Zoho Connect Integration

Zoho Connect is a software product by Zoho Corporation. It allows businesses to connect their applications, processes, information and devices with other applications.

ChargeBee is a cloud based subscription billing and recurring payment platform.

Integrating Chargebee and Zoho Connect

There are three ways in which the two products can be integrated:

  • Using the Zoho Connect API
  • Using the ChargeBee Integration Extension (Chrome browser extension for sending form data from Zoho to ChargeBee)
  • Using the Google Chrome Extension (for sending form data from Zoho to ChargeBee)

Integration of Chargebee and Zoho Connect using Zoho Connect API

The integration between Chargebee and Zoho Connect can be done by connecting the two applications through the API. To do that, the fplowing steps are required:

  • Enable the ChargeBee Integration Extension in Zoho. This can be done by selecting Accounts → Integration Extension in the left-hand cpumn. If it is not enabled, you can click on the Enable button to enable it.
  • In Chargebee, go to Settings → Integrations. Click on the Add an integration button. Then select the Zoho option under External Apps or Services option. Enter a name for the integration. Select the organisation and click on create button to create an integration for your account.
  • Generate a token in Chargebee. Go to Settings → Account, select your account and then click on Generate Token under API Token section. This will generate a unique token, which is required to connect the two applications. This token will be used in step 4 below.
  • Now, in Zoho, go to Apps & Integrations → API Tokens. Click on the ‘+’ button to create a new API Token. Give a name to the token and select ‘Create Token’. Copy the generated token and paste it in the field provided. Click on save changes once done.
  • Now, go back to the Zoho Connect integration settings in Chargebee and update the details for your integration. Once done, click on Save Changes at the bottom of the page. You should now see your integration listed under integrations list in your account. Make sure you have selected a default action for this integration (as per your requirements.

Integration of Chargebee and Zoho Connect using ChargeBee Integration Extension (Chrome browser extension for sending form data from Zoho to ChargeBee)

The integration between Chargebee and Zoho Connect can also be done by using the Chrome browser extension for sending form data from Zoho to ChargeBee. To do that, the fplowing steps are required:

  • Install the Chrome browser extension for sending form data from Zoho to ChargeBee. Fplow these instructions to install it. https://chargebee.com/docs/integration_zoho#install-chrome-extension . After installing it, you should see an icon next to address bar of your Chrome browser. (Green icon with a check mark. Click on it to start using it.
  • Go to Settings → Integrations in your Chargebee account and add a new integration as described above. (Select Zoho as external app/service and enter a name for the integration. Note down your generated token in Chargebee which is needed for this process later on in this guide.
  • Go to your Zoho account and click on ‘Edit’ on the menu bar next to ‘Account’ drop-down list, then select ‘View Integration Summary’ under the Email section. In the popup window that opens up, you will see a section called ‘Subscription Fields’ under Form Fields section. There you will find a section called ‘Configuration’. Copy all contents of ‘Form Fields Configuration’ section in that popup window into a text file which you can store later for future reference. This step is required because you will need that later when configuring extensions settings in Chargebee. You should also get an email with a link to your integration summary page after enabling it in your Zoho account earlier on in this guide above. The email has been sent to [email protected] by default, but you can change this email address in Settings → Account → Email Settings in your Chargebee account earlier on in this guide above if you wish to do so. You can refer to this guide related to changing email notification settings if you don’t know how to change email address. https://chargebee.com/docs/email_notifications#change-email-address . Alternatively, you can copy that email along with its contents into a text file for future reference too as you will need that later when configuring extensions settings in Chargebee (as mentioned above. Note. If you have enabled multiple Zoho accounts in your Chargebee account earlier on in this guide above, make sure you have copied subscription fields configuration from the subscription fields configuration section of each of your Zoho accounts separately into a text file as there could be variations based on the subscriptions fields configuration of each of your accounts later on in this guide below. The reason why I mention this here is because when you configure extensions settings later on in this guide below, you will need to specify subscription fields configuration from individual accounts separately as it cannot be configured cplectively for all of them together as individual items. For example, if we have 3 different subscription fields configuration for 3 different accounts in our chargebee account, then we need to specify subscription fields configuration from individual accounts separately as it cannot be configured cplectively for all of them together as individual items. I will explain more about this later when we configure extensions settings below. https://chargebee.com/docs/integration_zoho/#configure-extension-settings . 4. Now that you have configured subscription fields configuration from individual accounts separately into a text file using steps 1-3 above, let’s configure extensions settings now using fplowing steps. https://chargebee.com/docs/integration_zoho/#configure-extension-settings . 5. Finally, verify that everything is working fine by going through our sample scenarios for integrating ChargeBee with Zoho. https://chargebee.com/docs/integration_zoho#sample-scenarios . 6. Congratulations! You have successfully integrated ChargeBee with Zoho using either method described above! Please feel free to share any questions or suggestions with us through comments or contact us at [email protected] . We would love to hear from you! 7. You can learn more about integrating ChargeBee with other apps / services at https://chargebee.com/docs/integration_guides#zoho . 8. If you have any questions about integrating ChargeBee with other apps / services not covered by our guides or if you are facing any issues while integrating ChargeBee with other apps / services then please reach out to us at [email protected] . We would love to hear from you! 9. Please feel free to share any questions or suggestions with us through comments or contact us at [email protected] . We would love to hear from you! If you are facing any issues while integrating ChargeBee with other apps / services then please reach out to us atto raise an appropriate query / ticket for our team to review it immediately!

The process to integrate Chargebee and Zoho Connect 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.