Chargebee Keap Integration using AI Agents
Appy Pie Automate allows you to Integrate Chargebee with Keap using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
Simplify Chargebee Keap Integration with seamless setup
Easily set up Chargebee Keap Integration without coding. Start automating your workflows and Integrate Chargebee with Keap today.
-
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 Appointment
Triggers when a new appointment created.
-
New Company
Triggers when a new company created.
-
New Contact
Triggers when a new contact created.
-
New Invoice
Trigger when a new invoice created.
-
New Payment
Trigger when a new payment received.
-
New Tag
Triggers when new tag is created.
-
New Task
Triggers when a new task is created.
-
Tag Added to Contact in Keap
Triggers when a tag is added to a contact the first time.
-
Updated Contact
Triggers when an existing contact is updated.
-
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.
-
Create Company
Creates a new company.
-
Create Invoice
Creates a new invoice.
-
Create Note
Creates a new note on a contact record.
-
Create Task
Creates a new task.
-
Create or Update Contact
Creates a new contact or updates an existing contact.
-
Tag Contact
Apply tags to a contact.
-
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 Appointment
Triggers when a new appointment created.
-
New Company
Triggers when a new company created.
-
New Contact
Triggers when a new contact created.
-
New Invoice
Trigger when a new invoice created.
-
New Payment
Trigger when a new payment received.
-
New Tag
Triggers when new tag is created.
-
New Task
Triggers when a new task is created.
-
Tag Added to Contact in Keap
Triggers when a tag is added to a contact the first time.
-
Updated Contact
Triggers when an existing contact is updated.
-
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.
-
Create Company
Creates a new company.
-
Create Invoice
Creates a new invoice.
-
Create Note
Creates a new note on a contact record.
-
Create Task
Creates a new task.
-
Create or Update Contact
Creates a new contact or updates an existing contact.
-
Tag Contact
Apply tags to a contact.
How Chargebee and Keap Integrations Work
Follow the steps below to start setting up your Chargebee integrations using Appy Pie Automate: using Appy Pie Automate:
-
Step 1: Select Trigger
Choose Chargebee as the trigger app, select event, authenticate & successfully Test
-
Step 2: Select Action
After completing the trigger test, select Keap as the action app from the list.
-
Step 3: Authenticate
Connect your Keap account & authenticate it.
-
Step 4: Setup & Test
Select the data you want to send from Chargebee to Keap & your AI Agent is ready!
Choose the app you want to Integrate with Chargebee and Keap
- Chargebee Stripe
- Chargebee Paypal
- Chargebee WooCommerce
- Chargebee Shopify
- Chargebee QuickBooks Online
- Chargebee Xero
- Chargebee MailChimp
- Chargebee FreshBooks
- Chargebee Zoho Books
- Chargebee Zoho CRM
- Chargebee Salesforce
- Chargebee HubSpot
- Chargebee Slack
- Chargebee Google Sheets
- Chargebee Google Calendar
- Keap Google Sheets
- Keap QuickBooks Online
- Keap Zoom
- Keap Shopify
- Keap Slack
- Keap HubSpot
- Keap Facebook Lead Ads
- Keap Stripe
- Keap Microsoft Outlook
- Keap Twilio
- Keap Calendly
- Keap Xero
- Keap Google Calendar
- Keap ActiveCampaign
- Keap Google Forms
Popular Templates for Chargebee and Keap Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Tag Contact in Keap when Subscription Resumption is added to Chargebee
-
When this happens:
Subscription Resumption
-
Then do this:
Tag Contact
Create Task to Keap from New Subscription in Chargebee
-
When this happens:
New Subscription
-
Then do this:
Create Task
Create Note to Keap from New Subscription in Chargebee
-
When this happens:
New Subscription
-
Then do this:
Create Note
Create Task to Keap from New Payment in Chargebee
-
When this happens:
New Payment
-
Then do this:
Create Task
Create Task to Keap from New Customer in Chargebee
-
When this happens:
New Customer
-
Then do this:
Create Task
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
-
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.
-
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
-
The integration between Chargebee and Keap is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Chargebee and Keap. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
-
While assessing the security of integrating Chargebee with Keap, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Chargebee-Keap integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Chargebee and Keap integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
All-in-one integration tool for web and mobile apps
Use the most powerful applications integration platform
Get Started Free