Integração Chargebee pipelinedeals usando agentes de IA
O Appy Pie Automate permite que você integre Chargebee com pipelinedeals usando agentes de IA
- Não é necessário cartão de crédito
- 7 dias de teste gratuito
- Configuração rápida de relâmpagos
Simplifique a integração Chargebee pipelinedeals com configuração perfeita
Configure facilmente a integração Chargebee pipelinedeals sem codificação. Comece a automatizar seus fluxos de trabalho e integre o Chargebee com o pipelinedeals hoje mesmo.
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Actualizações de Detalhes do Cliente
Acciona quando os dados do cliente, tais como nome, apelido, e-mail, endereço de facturação, etc., são actualizados.
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Novo Cliente
Acciona quando um cliente é criado.
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Nova Factura
Acciona quando é gerada uma nova factura (com suporte de item de linha).
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Novo Pagamento
Acciona quando um pagamento é cobrado com sucesso.
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Nova Subscrição
Acciona quando é criada uma assinatura.
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Falha de pagamento
Acciona quando um pagamento falha.
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Cancelamento de Subscrição
Acciona quando uma assinatura é cancelada.
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Cancelamento de Subscrição Programado
Acciona quando uma assinatura está agendada para cancelamento.
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Actualizações dos detalhes da subscrição
Acciona quando os detalhes da subscrição, tais como campos personalizados, informação de facturação, itens recorrentes, etc., são modificados.
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Pausa de Subscrição
Acciona quando uma assinatura é interrompida.
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Retoma de Subscrição
Acciona quando uma assinatura pausada é retomada.
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Estado do negócio alterado
Acciona quando um negócio na sua conta PipelineDeals é actualizado de um estado para outro.
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Transacção movida
Acciona quando um negócio na sua conta PipelineDeals é movido de uma fase de negócio para outra.
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Nova Empresa
Acciona quando uma nova empresa é criada na sua conta PipelineDeals.
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New Deal
Acciona quando é criado um novo negócio na sua conta PipelineDeals.
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Nova Pessoa
Acciona quando uma nova pessoa, chumbo, ou contacto é criado na sua conta PipelineDeals.
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obter categorias de eventos
obter categorias de eventos
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pessoa da lista
Gatilho oculto para listar Lista de pessoas
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fases de negociação da lista
fases de negociação da lista
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Alterar próxima data de facturação
Actualizações da próxima data de facturação de uma subscrição.
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Criar Cliente
Cria um novo cliente em Chargebee.
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Criar Assinatura
Cria uma nova assinatura juntamente com o cliente em Chargebee. Esta acção não suporta a adição de assinatura a um cliente existente.
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Pausa Assinatura
Pausa uma assinatura em Chargebee.
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Registo do pagamento off-line de uma factura
Regista um pagamento offline para facturas não pagas.
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Assinatura do Currículo
Retoma de uma assinatura pausada em Chargebee
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Actualizar Cliente
Actualiza os dados do cliente em Chargebee.
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Criar Actividade
Cria uma nova actividade associada a uma pessoa, empresa ou negócio existente.
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Criar empresa
Cria uma nova empresa na sua conta PipelineDeals.
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Criar negócio
Cria um novo negócio na sua conta PipelineDeals.
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Criar Pessoa
Cria uma nova pessoa na sua conta PipelineDeals.
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Criar Tarefa
Cria uma nova tarefa de calendário na sua conta PipelineDeals.
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Empresa de Actualização
Actualiza uma empresa existente na sua conta PipelineDeals.
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Acordo de actualização
Actualiza um negócio existente na sua conta PipelineDeals.
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Pessoa de Actualização
Actualiza uma pessoa existente na sua conta PipelineDeals.
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Actualizações de Detalhes do Cliente
Acciona quando os dados do cliente, tais como nome, apelido, e-mail, endereço de facturação, etc., são actualizados.
-
Novo Cliente
Acciona quando um cliente é criado.
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Nova Factura
Acciona quando é gerada uma nova factura (com suporte de item de linha).
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Novo Pagamento
Acciona quando um pagamento é cobrado com sucesso.
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Nova Subscrição
Acciona quando é criada uma assinatura.
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Falha de pagamento
Acciona quando um pagamento falha.
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Cancelamento de Subscrição
Acciona quando uma assinatura é cancelada.
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Cancelamento de Subscrição Programado
Acciona quando uma assinatura está agendada para cancelamento.
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Actualizações dos detalhes da subscrição
Acciona quando os detalhes da subscrição, tais como campos personalizados, informação de facturação, itens recorrentes, etc., são modificados.
-
Pausa de Subscrição
Acciona quando uma assinatura é interrompida.
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Retoma de Subscrição
Acciona quando uma assinatura pausada é retomada.
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Estado do negócio alterado
Acciona quando um negócio na sua conta PipelineDeals é actualizado de um estado para outro.
-
Transacção movida
Acciona quando um negócio na sua conta PipelineDeals é movido de uma fase de negócio para outra.
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Nova Empresa
Acciona quando uma nova empresa é criada na sua conta PipelineDeals.
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New Deal
Acciona quando é criado um novo negócio na sua conta PipelineDeals.
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Nova Pessoa
Acciona quando uma nova pessoa, chumbo, ou contacto é criado na sua conta PipelineDeals.
-
obter categorias de eventos
obter categorias de eventos
-
pessoa da lista
Gatilho oculto para listar Lista de pessoas
-
fases de negociação da lista
fases de negociação da lista
-
Alterar próxima data de facturação
Actualizações da próxima data de facturação de uma subscrição.
-
Criar Cliente
Cria um novo cliente em Chargebee.
-
Criar Assinatura
Cria uma nova assinatura juntamente com o cliente em Chargebee. Esta acção não suporta a adição de assinatura a um cliente existente.
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Pausa Assinatura
Pausa uma assinatura em Chargebee.
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Registo do pagamento off-line de uma factura
Regista um pagamento offline para facturas não pagas.
-
Assinatura do Currículo
Retoma de uma assinatura pausada em Chargebee
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Actualizar Cliente
Actualiza os dados do cliente em Chargebee.
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Criar Actividade
Cria uma nova actividade associada a uma pessoa, empresa ou negócio existente.
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Criar empresa
Cria uma nova empresa na sua conta PipelineDeals.
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Criar negócio
Cria um novo negócio na sua conta PipelineDeals.
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Criar Pessoa
Cria uma nova pessoa na sua conta PipelineDeals.
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Criar Tarefa
Cria uma nova tarefa de calendário na sua conta PipelineDeals.
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Empresa de Actualização
Actualiza uma empresa existente na sua conta PipelineDeals.
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Acordo de actualização
Actualiza um negócio existente na sua conta PipelineDeals.
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Pessoa de Actualização
Actualiza uma pessoa existente na sua conta PipelineDeals.
Como funcionam as integrações Chargebee e pipelinedeals
Siga as etapas abaixo para começar a configurar suas integrações Chargebee usando o Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose a trigger app you want, select event, authenticate & successfully Test
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Step 2: Select Action
After Completing Trigger test Continue to Select “Action App” from the list.
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Step 3: Authenticate
Select a resulting action from the Action Event list & authenticate your Action App.
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Step 4: Set-up & Test
Select the data you want to send from Trigger to Action & Your Connect is ready!
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Chargebee é uma aplicação de gestão de assinaturas e facturação recorrente que ajuda as empresas do tipo SaaS e SaaS a racionalizar as operações de receitas. Chargebee trabalha com os gateways de pagamento mais populares do mundo.
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PipelineDeals é a primeira plataforma de produtividade de vendas que combina compromisso de vendas e CRM numa aplicação única e de fácil utilização.
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The integration between Chargebee and pipelinedeals 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 pipelinedeals. 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.
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While assessing the security of integrating Chargebee with pipelinedeals, 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-pipelinedeals 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 pipelinedeals 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.
Popular Templates for Chargebee + pipelinedeals Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Subscription Resumption to Create Task
Create Task from pipeline deals from Subscription Resumption to Chargebee
Subscription Resumption to Update Person
Update Person in pipeline deals when Subscription Resumption is added to Chargebee
New Payment to Update Company
Update Company in pipeline deals when New Payment is created in Chargebee
New Payment to Create Deal
Create Deal to pipeline deals from New Payment in Chargebee
New Payment to Update Deal
Update Deal in pipeline deals when New Payment is created in Chargebee
New Customer to Create Company
Create Company to pipeline deals from New Customer in Chargebee
New Customer to Create Deal
Create Deal to pipeline deals from New Customer in Chargebee
Subscription Cancellation to Create Task
Create Task from pipeline deals from Subscription Cancellation to Chargebee
Subscription Cancellation to Update Company
Update Company in pipeline deals when Subscription Cancellation is added to Chargebee
Subscription Cancellation to Create Deal
Create Deal from pipeline deals from Subscription Cancellation to Chargebee
Subscription Cancellation to Update Person
Update Person in pipeline deals when Subscription Cancellation is added to Chargebee
Subscription Cancellation to Update Deal
Update Deal in pipeline deals when Subscription Cancellation is added to Chargebee
Subscription Resumption to Update Company
Update Company in pipeline deals when Subscription Resumption is added to Chargebee
Subscription Resumption to Create Person
Create Person from pipeline deals from Subscription Resumption to Chargebee
Subscription Resumption to Update Deal
Update Deal in pipeline deals when Subscription Resumption is added to Chargebee
New Subscription to Create Company
Create Company to pipeline deals from New Subscription in Chargebee
New Subscription to Create Person
Create Person to pipeline deals from New Subscription in Chargebee
New Subscription to Update Person
Update Person in pipeline deals when New Subscription is created in Chargebee
New Payment to Create Company
Create Company to pipeline deals from New Payment in Chargebee
New Payment to Create Task
Create Task to pipeline deals from New Payment in Chargebee
New Payment to Update Person
Update Person in pipeline deals when New Payment is created in Chargebee
New Subscription to Create Task
Create Task to pipeline deals from New Subscription in Chargebee
New Subscription to Update Company
Update Company in pipeline deals when New Subscription is created in Chargebee
New Subscription to Create Deal
Create Deal to pipeline deals from New Subscription in Chargebee
New Subscription to Create Activity
Create Activity to pipeline deals from New Subscription in Chargebee
New Customer to Update Company
Update Company in pipeline deals when New Customer is created in Chargebee
New Customer to Create Person
Create Person to pipeline deals from New Customer in Chargebee
New Customer to Update Person
Update Person in pipeline deals when New Customer is created in Chargebee
New Payment to Create Person
Create Person to pipeline deals from New Payment in Chargebee
New Payment to Create Activity
Create Activity to pipeline deals from New Payment in Chargebee
Subscription Cancellation to Create Company
Create Company from pipeline deals from Subscription Cancellation to Chargebee
Subscription Cancellation to Create Person
Create Person from pipeline deals from Subscription Cancellation to Chargebee
Subscription Cancellation to Create Activity
Create Activity from pipeline deals from Subscription Cancellation to Chargebee
Subscription Resumption to Create Company
Create Company from pipeline deals from Subscription Resumption to Chargebee
Subscription Resumption to Create Deal
Create Deal from pipeline deals from Subscription Resumption to Chargebee
Subscription Resumption to Create Activity
Create Activity from pipeline deals from Subscription Resumption to Chargebee
New Subscription to Update Deal
Update Deal in pipeline deals when New Subscription is created in Chargebee
New Customer to Create Task
Create Task to pipeline deals from New Customer in Chargebee
New Customer to Create Activity
Create Activity to pipeline deals from New Customer in Chargebee
New Customer to Update Deal
Update Deal in pipeline deals when New Customer is created in Chargebee
Subscription Pause to Create Task
Create Task from pipeline deals from Subscription Pause to Chargebee
Subscription Pause to Update Company
Update Company in pipeline deals when Subscription Pause is added to Chargebee
Subscription Pause to Update Person
Update Person in pipeline deals when Subscription Pause is added to Chargebee
Subscription Pause to Create Deal
Create Deal from pipeline deals from Subscription Pause to Chargebee
Subscription Pause to Create Activity
Create Activity from pipeline deals from Subscription Pause to Chargebee
New Invoice to Create Deal
Create Deal to pipeline deals from New Invoice in Chargebee
New Invoice to Create Company
Create Company to pipeline deals from New Invoice in Chargebee
New Invoice to Update Company
Update Company in pipeline deals when New Invoice is created in Chargebee
New Invoice to Create Activity
Create Activity to pipeline deals from New Invoice in Chargebee
New Invoice to Update Deal
Update Deal in pipeline deals when New Invoice is created in Chargebee
Payment Failure to Create Person
Create Person from pipeline deals from Payment Failure to Chargebee
Payment Failure to Create Deal
Create Deal from pipeline deals from Payment Failure to Chargebee
Payment Failure to Create Company
Create Company from pipeline deals from Payment Failure to Chargebee
Payment Failure to Update Company
Update Company in pipeline deals when Payment Failure is added to Chargebee
Payment Failure to Create Activity
Create Activity from pipeline deals from Payment Failure to Chargebee
Payment Failure to Update Deal
Update Deal in pipeline deals when Payment Failure is added to Chargebee
New Invoice to Create Person
Create Person to pipeline deals from New Invoice in Chargebee
Subscription Pause to Create Company
Create Company from pipeline deals from Subscription Pause to Chargebee
Subscription Pause to Create Person
Create Person from pipeline deals from Subscription Pause to Chargebee
Subscription Pause to Update Deal
Update Deal in pipeline deals when Subscription Pause is added to Chargebee
Payment Failure to Create Task
Create Task from pipeline deals from Payment Failure to Chargebee
New Invoice to Create Task
Create Task to pipeline deals from New Invoice in Chargebee
New Invoice to Update Person
Update Person in pipeline deals when New Invoice is created in Chargebee
Payment Failure to Update Person
Update Person in pipeline deals when Payment Failure is added to Chargebee
Customer Details Updates to Update Deal
Update Deal in pipeline deals when Customer Details Updates is added to Chargebee
Subscription Cancellation Scheduled to Create Company
Create Company from pipeline deals from Subscription Cancellation Scheduled to Chargebee
Subscription Cancellation Scheduled to Create Activity
Create Activity from pipeline deals from Subscription Cancellation Scheduled to Chargebee
Subscription Cancellation Scheduled to Update Deal
Update Deal in pipeline deals when Subscription Cancellation Scheduled is added to Chargebee
Subscription Details Updates to Create Company
Create Company from pipeline deals from Subscription Details Updates to Chargebee
Subscription Details Updates to Create Deal
Create Deal from pipeline deals from Subscription Details Updates to Chargebee
Subscription Details Updates to Update Person
Update Person in pipeline deals when Subscription Details Updates is added to Chargebee
Customer Details Updates to Update Person
Update Person in pipeline deals when Customer Details Updates is added to Chargebee
Subscription Cancellation Scheduled to Create Person
Create Person from pipeline deals from Subscription Cancellation Scheduled to Chargebee
Customer Details Updates to Create Person
Create Person from pipeline deals from Customer Details Updates to Chargebee
Subscription Details Updates to Create Task
Create Task from pipeline deals from Subscription Details Updates to Chargebee
Subscription Details Updates to Create Person
Create Person from pipeline deals from Subscription Details Updates to Chargebee
Subscription Cancellation Scheduled to Create Task
Create Task from pipeline deals from Subscription Cancellation Scheduled to Chargebee
Subscription Cancellation Scheduled to Update Person
Update Person in pipeline deals when Subscription Cancellation Scheduled is added to Chargebee
Subscription Details Updates to Update Company
Update Company in pipeline deals when Subscription Details Updates is added to Chargebee
Customer Details Updates to Create Company
Create Company from pipeline deals from Customer Details Updates to Chargebee
Customer Details Updates to Create Task
Create Task from pipeline deals from Customer Details Updates to Chargebee
Customer Details Updates to Update Company
Update Company in pipeline deals when Customer Details Updates is added to Chargebee
Customer Details Updates to Create Deal
Create Deal from pipeline deals from Customer Details Updates to Chargebee
Customer Details Updates to Create Activity
Create Activity from pipeline deals from Customer Details Updates to Chargebee
Subscription Cancellation Scheduled to Update Company
Update Company in pipeline deals when Subscription Cancellation Scheduled is added to Chargebee
Subscription Cancellation Scheduled to Create Deal
Create Deal from pipeline deals from Subscription Cancellation Scheduled to Chargebee
Subscription Details Updates to Create Activity
Create Activity from pipeline deals from Subscription Details Updates to Chargebee
Subscription Details Updates to Update Deal
Update Deal in pipeline deals when Subscription Details Updates is added to Chargebee
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