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
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
Invoice generated
Triggers when a new invoice is generated
Subscription activated
Triggers when the state of a subscription is updated from 'trial' to 'active'
Subscription paused
Triggers when a subscription is paused
Subscription resumed
Triggers when a subscription is resumed
Quote updated
Triggers when a quote is updated
Charge failed
Triggers when a customer payment fails
Subscription created
Triggers when a new subscription is created
Quote created
Triggers when a new quote is created
Customer created
Triggers when a new customer is created
Invoice updated
Triggers when an invoice is updated
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'
Subscription updated
Triggers when a subscription is upgraded or downgraded
Subscription renewed
Triggers when a subscription is renewed
Subscription canceled
Triggers when a subscription is canceled
Charge created
Triggers when a new payment is collected
Subscription deleted
Triggers when a subscription is deleted
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new 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 customer
Creates a new customer
Create subscription
Creates a new subscription
Resume subscription
Resumes an existing subscription
Pause subscription
Pauses an existing subscription
Update customer
Updates the details of an existing customer
Update subscription
Updates the details of an existing subscription
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
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.
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What is Chargebee?
Chargebee is subscription billing and recurring payments software. You can personalize email notifications, generate custom reports, and include add-ons.
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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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Know more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Know more
Toto
Technical Engineer, Master Liveaboards
