Connect Salesforce to Chargebee

Use 10 documented Salesforce triggers to run 4 documented Chargebee actions.

10 source triggers

4 target actions

Reverse direction supported

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Why Connect Salesforce & Chargebee?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Chargebee action

Send the event into one of 4 documented actions, such as Create Customer, Create Subscription, List Customer ID Options.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. 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