Integrate Chargebee with Zoho Expense

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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 Expense

Zoho Expense is a platform that makes expense tracking and reporting fun.

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

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Connect Chargebee + Zoho Expense in easier way

It's easy to connect Chargebee + Zoho Expense 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 Customer

    Triggers when a new customer is created.

  • New Expense

    Triggers when a new expense is created.

  • New Organization

    Triggers when a new organization is created.

  • New Project

    Triggers when a new project is created.

  • New Trip

    Triggers when a new trip 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.

  • Assign a role to user

    Assign a role to user.

  • Create User

    Create a new user.

  • Delete User

    Delete an existing user.

  • Make an user active

    Make an user active

  • Make an user inactive

    Make an user inactive.

How Chargebee & Zoho Expense 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 Expense 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 Expense.

    (2 minutes)

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

Integration of Chargebee and Zoho Expense

  • Introduction:
  • Chargebee?

    Chargebee is a company offering subscription billing and recurring billing services to businesses. It offers configurable online invoicing and payment processing services. It integrates with over 100+ applications and 60+ ERPs. It also supports more than 200 languages.

    Zoho Expense?

    Zoho Expense is a web application that helps businesses manage employee expenses and reimbursements. With it, users can create, approve, and track expenses of their employees. They can also view reports and analytics on the expenses incurred by their employees.

    :

  • Integration of Chargebee and Zoho Expense:
  • Integration of Chargebee and Zoho Expense makes it easy for users to track and manage their respective expenses on one platform. Zoho Expense allows users to create expense reports and enter bills based on the user’s credit card/bank card statements. Users can also manually enter bills as well as upload receipts. Users can then view their expenses using graphs and tables. These expenses can then be exported into various formats such as PDF, CSV, or Excel.

    For organizations that have many offices, Zoho Expense allows users to create sub-accounts for each location. This makes it easier for employees to keep track of their expenses at their respective locations. Users can also set up budgets for each sub-account. This makes it easier for employees to stick to their budgets when approving expenses.

  • Benefits of Integration of Chargebee and Zoho Expense:
  • Users have an overview of all their expenses on one platform, thus making it easier to manage expenses. For instance, they can see all their credit card/bank card statements, invoices/bills, purchase orders, reimbursements, etc. in one place. They can also view reports showing how much each employee has spent over a period of time. Users can also view reports on how much they have spent on various accounts/sub-accounts/locations over a period of time. These reports are helpful in deciding whether to increase or decrease spending on certain accounts or sub-accounts or locations. Users can also view reports showing how much they are currently paying for each account/sub-account/location. This information can help them decide whether to renew their current subscriptions or not.

    For customers who are using Zoho Expense, integration with Chargebee allows them to pay for all their recurring charges through one platform. By paying for these charges through Chargebee, they do not have to worry about missing any payments since Chargebee will automatically charge their cards for the next month’s charges after the current month’s charges are made automatically. For instance, if users use Zoho Expense to manage their expense reports, they do not need to worry about making any payments for Zoho Expense since Chargebee will charge their credit cards for the next month’s fees after the current month’s fees are charged automatically. This integration has come in handy for many clients since it has saved them lots of time since they do not need to manually make payments every month.

    :

    To conclude, integration of Chargebee and Zoho Expense allows users to track all their recurring charges on one platform without having to manually make payments every month. This integration has helped many businesses save lots of time since they do not need to manually make payments every month.

    The process to integrate Chargebee and Zoho Expense 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