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 Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

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 canceled

Triggers when a subscription is canceled

Subscription activated

Triggers when the state of a subscription is updated from 'trial' to 'active'

Charge failed

Triggers when a customer payment fails

Charge created

Triggers when a new payment is collected

Invoice generated

Triggers when a new invoice is generated

Subscription created

Triggers when a new subscription is created

All Actions - Actions are the automated tasks

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Create Deal

Creates a new deal

Create customer

Creates a new customer

Create subscription

Creates a new subscription

Record offline payment for an invoice

Records an offline payment and updates the status of the invoice to 'paid'

Update customer

Updates the details of an existing customer

Update subscription

Updates the details of an existing subscription

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.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

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. Know 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

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