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Connect Plaid to Chargebee

Name: Plaid to Chargebee Integration
Availability: InStock

Automate workflows and sync data between Plaid and Chargebee with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Plaid & Chargebee?

Intelligent Automation Workflows

Leverage 3 available triggers from Plaid to execute 4 targeted actions in Chargebee automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Plaid and Chargebee perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Plaid and Chargebee for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Plaid

Triggers (3)

New Accounts Available (Instant)

Emit new event when there are new accounts available at the Financial Institution. See the documentation.

webhook

New Event (Instant)

Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation.

webhook

Sync Updates Available (Instant)

Emit new event when there are new updates available for a connected account. See the documentation.

webhook

Actions (5)

Create Access Token

Exchange a Link public_token for an API access_token. See the documentation.

Create Sandbox Public Token

Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation.

Create User

Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation.

Get Real-Time Balance

Get the real-time balance for each of an Item's accounts. See the documentation.

Get Transactions

Retrieves user-authorized transaction data for a specified date range. See the documentation

Chargebee

Triggers (12)

Customer Card Expired (Instant)

Emit new event when a customer card has expired. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

Customer Changed (Instant)

Emit new event when a customer is changed. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

New Customer Created (Instant)

Emit new event when a new customer is created. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

New Event (Instant)

Emit new event when the selected event is triggered. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

New Invoice Created (Instant)

Emit new event when a new invoice is created. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

New Invoice Updated (Instant)

Emit new event when a new invoice is updated. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

New Payment Refunded (Instant)

Emit new event when a payment is refunded. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

New Payment Source Added (Instant)

Emit new event when a new payment source is added. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

New Subscription Activated (Instant)

Emit new event when a subscription is activated. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

New Subscription Created (Instant)

Emit new event when a new subscription is created. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

New Subscription Renewed (Instant)

Emit new event when a subscription is renewed. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

Payment Failed (Instant)

Emit new event when a payment is failed. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook