Integrate Chargebee with Cloze

Send information between Chargebee and Cloze automatically, without writing any code, using Zoho Flow.

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Create people in Cloze for new subscriptions in Chargebee


Identify a subscriber as a person, and not just another customer, so you can give them the extra care they deserve. This flow will create a new contact (person) in your Cloze account when a new subscription is added in Chargebee.


How it works
1) A new subscription is added in Chargebee.
2) Zoho Flow then creates the details for the contact (person) in Cloze
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Create people in Cloze for new subscriptions in Chargebee

Chargebee + Cloze

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Supported triggers and actions

Integrate Chargebee and Cloze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Company changed

Triggers when a company is changed

Project changed

Triggers when a project is changed

Person changed

Triggers when a person is changed

All Actions - Actions are the automated tasks

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

Create or update person

Creates a person. If the record already exists, updates the details of that person.

Create note

Creates or updates a note

Create or update project

Creates or updates a project

Create or update company

Creates a company. If it already exists, updates the details of the company.

Create timeline event

Creates a new timeline event

Create communication

Creates a new communication record

Create ToDo

Creates a new ToDo

What is Chargebee?

Chargebee is subscription billing and recurring payments software. You can personalize email notifications, generate custom reports, and include add-ons.

What is Cloze?

Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.

Build comprehensive workflows using

Webhook triggers

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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.

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