Integrate Agile CRM with Chargebee
Send information between Agile CRM and Chargebee automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Chargebee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Subscription resumed
Triggers when a subscription is resumed
Invoice generated
Triggers when a new invoice is generated
Invoice updated
Triggers when an invoice is updated
Subscription canceled
Triggers when a subscription is canceled
Subscription deleted
Triggers when a subscription is deleted
Charge created
Triggers when a new payment is collected
Subscription updated
Triggers when a subscription is upgraded or downgraded
Charge failed
Triggers when a customer payment fails
Customer updated
Triggers when a customer is updated
Subscription reactivated
Triggers when the state of a subscription is updated from 'canceled' to 'active' or 'in trial'
Customer created
Triggers when a new customer is created
Subscription activated
Triggers when the state of a subscription is updated from 'trial' to 'active'
Subscription created
Triggers when a new subscription is created
Quote created
Triggers when a new quote is created
Quote updated
Triggers when a quote is updated
Subscription renewed
Triggers when a subscription is renewed
Subscription paused
Triggers when a subscription is paused
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create subscription
Creates a new subscription
Resume subscription
Resumes an existing subscription
Pause subscription
Pauses an existing subscription
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
Record offline payment for an invoice
Records an offline payment and updates the status of the invoice to 'paid'
Change next billing date
Updates the next billing date of an existing subscription
Update subscription
Updates the details of an existing subscription
Fetch subscription
Fetches the details of an existing subscription
Fetch customer
Fetches the details of an existing customer
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
What is Chargebee?
Chargebee is subscription billing and recurring payments software. You can personalize email notifications, generate custom reports, and include add-ons.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
