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
Use this flow
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Create people in Cloze for new subscriptions in Chargebee

Chargebee + Cloze

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Connect Chargebee and Cloze with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Chargebee and Cloze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Company changed

Triggers when a company is changed

Person changed

Triggers when a person is changed

Project changed

Triggers when a project is changed

All Actions - Actions are the automated tasks

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

Create or update company

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

Create or update project

Creates or updates a project

Create communication

Creates a new communication record

Create timeline event

Creates a new timeline event

Create ToDo

Creates a new ToDo

Create note

Creates or updates a note

Create or update person

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

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

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.

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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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. Learn more

Toto

Technical Engineer, Master Liveaboards

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