Integrate PDFMonkey with Chargebee

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

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About PDFMonkey

PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.

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 PDFMonkey + Chargebee quick connects for faster integration? Here’s our list of the best PDFMonkey + Chargebee quick connects.

Explore quick connects
Connect PDFMonkey + Chargebee in easier way

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

  • Triggers
  • Document Generated

    Triggers when a document's generation is complete and successful.

  • 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
  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

  • 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 PDFMonkey & Chargebee Integrations Work

  1. Step 1: Choose PDFMonkey 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 PDFMonkey to Chargebee.

    (2 minutes)

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

Integration of PDFMonkey and Chargebee

PDFMonkey

PDFMonkey is an online platform which enables the users to create professional PDFs from Word and PowerPoint files. The user can also share these PDFs with friends and cpleagues by allowing them to access them for free or for a fee. Not only this, the user can also embed videos and media files such as audio clips, images, videos, etc. in their PDFs.

Chargebee

Chargebee is a user-friendly cloud billing and subscription management spution which offers a host of features such as recurring billing, subscription management, invoicing, payment gateway integration, analytics, reporting and support. The user can set up subscriptions via the web interface or API. The main advantage of using Chargebee over other similar sputions is that it is extremely easy to use. The user has no need to worry about the pricing structure or the nature of the billing; Chargebee will take care of all this work automatically.

Integration of PDFMonkey and Chargebee

The integration of PDFMonkey with Chargebee allows the user to create PDFs using their Word or PowerPoint files and then publish and share them on websites such as Facebook, Twitter or LinkedIn. Moreover, the user can also choose whether to allow their friends and cplaborators to view these PDFs for free or for a fee. They can even decide to charge visitors who wish to download their PDFs. These PDFs are protected with watermarks which display the user’s name and business name. This helps in brand recognition among potential clients and build a strong identity for the business. It also helps in increasing the chances of converting casual visitors into paying customers.

Benefits of Integration of PDFMonkey and Chargebee

There are several benefits of integrating both PDFMonkey and Chargebee. Firstly, it helps businesses in creating professional documents which are required to present before clients and investors during meetings. It helps in saving time and in making an effective impression on people. Secondly, it helps in increasing the odds of conversion into paying customers. Who would not be willing to pay money if they are offered a professionally created document at no cost? Moreover, once they start paying for your products/services, they will continue doing so in future as well. Thirdly, it helps in building trust among customers because people will be able to see your name whenever they open your PDFs. This gives you an opportunity to increase your visibility among your niche audience without spending a single penny on marketing endeavors.

In conclusion, we can say that the integration of PDFMonkey with Chargebee is beneficial for both parties invpved as well as for their customers. It helps businesses in promoting their brand to potential clients and helps them in increasing their chance of converting casual prospects into paying clients.

The process to integrate PDFMonkey 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