Integrate Chatter with Chargebee

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

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About Chatter

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

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.

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

Explore quick connects
Connect Chatter + Chargebee in easier way

It's easy to connect Chatter + Chargebee without coding knowledge. Start creating your own business flow.

  • Triggers
  • 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.

  • 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.

  • Actions
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • 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.

How Chatter & Chargebee Integrations Work

  1. Step 1: Choose Chatter 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 Chargebee 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 Chatter to Chargebee.

    (2 minutes)

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

Integration of Chatter and Chargebee

Hi, my name is Joshua and I am here to write an article about Chatter and Chargebee. But before I start, I need to introduce myself. My name is Joshua and I have a great interest in business administration. I have been a user of Salesforce for over 5 years now. I am fascinated by the features and functionalities that it provides. In this article, I will be writing about Chatter and Chargebee. This is a combination that enables businesses to integrate their CRM (customer relationship management. with their marketing automation platform. A well-integrated spution like this helps businesses to get the most out of their Salesforce platform. Let’s get started!

Chatter is a cloud based customer service platform. It helps companies to manage social communication between clients and employees. It also helps businesses to maintain records of interactions with clients. With Chatter, you can add conversations, events, tasks, files and other information that are relevant to your social customer engagement strategy.

ChargeBee is a cloud based subscription management platform. It enables companies to sell online subscriptions. Using this platform, companies can easily manage recurring billing, invoicing and subscriptions. It also allows users to create multiple payment plans and create a billing schedule that suits them best. ChargeBee enables users to create their own payment gateway so they do not have to rely on third party payment gateways. The system also allows users to set up auto-billing for subscriptions. This helps companies to cplect payments automatically on a predefined date and time.

Salesforce, Chatter and ChargeBee are all cloud based applications. This makes it easy for users to access and use them from anywhere in the world. These 3 systems are integrated with each other through Salesforce AppExchange Connector. The connector brings together Salesforce, Chatter and ChargeBee into a single unified experience for users. It creates a link between CRM data and pricing model data in ChargeBee. It also connects data from Sales Cloud and Service Cloud with Chatter data. This integration helps businesses to get the most out of all three systems. Users can now seamlessly share Chatter posts as comments in emails that they send out from Salesforce or Service Cloud. They can also share Chatter posts as attachments in emails that they send out from Salesforce or Service Cloud. Users can now store emails from Salesforce or Service Cloud in Chatter feeds and vice versa. They can even create sales activities from Chatter feeds using the new Salesforce Activities feature. With this integration, users can now convert all their custom data into a single view in Salesforce Chatter feed for every object that they are tracking using the system. This helps them to track all their sales leads, opportunities, accounts, contacts, emails and activities in one place. This helps companies to save time and grow their business faster by improving efficiency and accuracy of Salesforce.

This integration helps businesses to connect the dots between CRM data, pricing model data and social engagement data in one place so that they can easily see how these three pieces of information work together with each other for overall growth of the business. This integration is available as a package on Salesforce AppExchange Connector which integrates Salesforce with Chatter and ChargeBee in a seamless manner so that businesses can focus more on growing their business rather than worrying about integrating different systems together.

The process to integrate Chatter and Chargebee 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