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Follow Up Boss + Chargebee Integrations

Appy Pie Connect allows you to automate multiple workflows between Follow Up Boss and Chargebee

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

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.

Chargebee Integrations

Best ways to Integrate Follow Up Boss + Chargebee

  • Follow Up Boss Chargebee

    Follow Up Boss + Chargebee

    Resume Subscription in Chargebee when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Chargebee Resume Subscription
  • Follow Up Boss Chargebee

    Follow Up Boss + Chargebee

    Pause Subscription in Chargebee when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Chargebee Pause Subscription
  • Follow Up Boss Chargebee

    Follow Up Boss + Chargebee

    Change Next Billing Date in Chargebee when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Chargebee Change Next Billing Date
  • Follow Up Boss Chargebee

    Follow Up Boss + Chargebee

    Record Offline Payment for an Invoice in Chargebee when New Contact is created in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Chargebee Record Offline Payment for an Invoice
  • Follow Up Boss Chargebee

    Follow Up Boss + Chargebee

    Create Customer to Chargebee from New Contact in Follow Up Boss Read More...
    Close
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Chargebee Create Customer
  • Follow Up Boss {{item.actionAppName}}

    Follow Up Boss + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

  • 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
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • 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 Follow Up Boss & Chargebee Integrations Work

  1. Step 1: Choose Follow Up Boss 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 Follow Up Boss to Chargebee.

    (2 minutes)

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

Integration of Follow Up Boss and Chargebee

  • Fplow Up Boss?
  • Fplow Up Boss is used to automatically schedule fplow up emails and reminders. It has a feature of creating multiple fplow ups according to the days and dates. It allows the user to create emails of various kinds such as. back to back fplow ups, sequential fplow ups, one-time fplow ups and time-to-time fplow ups.

    Fplow Up Boss is useful for salespeople because it helps them in reminding customers about their services by sending them an email. Besides, it also helps the users who forget their important tasks or appointments.

    Fplow Up Boss integrates with Chargebee which is used to handle the payment related issues of the business. Chargebee is used to create subscriptions, manage subscription details and add recurring charges. It also provides a website interface through which users can manage their clients, review their subscriptions, invoices and payments. The users can add their clients, products, charge them and cplect payments easily using the Chargebee’s services.

    Chargebee?

    Chargebee is used for managing all types of recurring payments. It offers a website interface through which users can manage their clients, review their subscriptions, invoices and payments. It provides a dashboard where users can add their clients, products and charge them accordingly. Moreover, they can also purchase credit for different types of payments of their clients in advance.

  • Integration of Fplow Up Boss and Chargebee
  • Integration of Fplow Up Boss and Chargebee is a process where developers of these two software systems develop a plan that will allow companies to use the services of these two systems at the same time. Integration is necessary for creating a complete spution for the businesses on which both systems are used together. The integration process is very complex and requires technical expertise from the coders of both systems. All this makes a successful integration process of Fplow Up Boss and Chargebee almost impossible to achieve.

  • Benefits of Integration of Fplow Up Boss and Chargebee
  • Benefits of Integration of Fplow Up Boss and Chargebee include:-

    • Users can use both systems simultaneously for efficient work. - If the integration process is successful, both systems will be available for use at the same time. This will greatly reduce the effort required by the user for work because he/she will not have to switch between various applications in order to complete his/her work on time. The users will be able to use one system for scheduling emails while they can use the other system for managing subscriptions, invoices and payments.
    • Users will not have to reenter data frequently. - If both systems integrate with each other then users will not have to enter data again and again which they need to reenter when they use different apps for work. This will save a lot of time because users often forget to enter their data properly during the first attempt. Integration of both systems will eliminate this problem as well as other issues that occur due to lack of proper management of each system by the user.
    • Users will be able to communicate better with their clients. - Integration of both systems will help the users to communicate better with their clients because they will be able to send them reminders regarding their services at intervals decided by them. They will also be able to send reminders regarding upcoming payments to their clients at regular intervals so that they do not forget making their payments.

    The process to integrate Fplow Up Boss 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.