Chargebee
Freshdesk
zapier

An automated workflow using zapier

Connects Chargebee + Freshdesk

Create Freshdesk users for new subscriptions on ChargeBee

About this workflow template

This automation scenario allows you to connect Chargebee and Freshdesk

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Chargebee and Freshdesk can also be integrated using automation tools other than zapier:

Diagram

Create Freshdesk users for new subscriptions on ChargeBee
Workflow diagram: Chargebee + Freshdesk integration

How it works?

When this trigger fires in Chargebee

Chargebee

New Subscription in Chargebee

Triggers when a subscription is created.

Then this action happens in Freshdesk

Freshdesk

Create Contact in Freshdesk

Allows you to create a User/Customer in Freshdesk for your support domain.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Freshdesk users for new subscriptions on ChargeBee.

Part I

Configure Applications

First, we need to connect Chargebee and Freshdesk to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Chargebee to Zapier.

    Connect Chargebee to Zapier.

    Give Zapier access to your Chargebee account, using Chargebee credentials.

  • Connect Freshdesk to Zapier.

    Connect Freshdesk to Zapier.

    Give Zapier access to your Freshdesk account, using Freshdesk credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Chargebee

    Set up a Trigger action for Chargebee

    Choose the following trigger: New Subscription (Triggers when a subscription is created.).

  • Then set up an Action for Freshdesk

    Then set up an Action for Freshdesk

    Choose this action: Create Contact (Allows you to create a User/Customer in Freshdesk for your support domain.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Chargebee and Freshdesk.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Freshdesk users for new subscriptions on ChargeBee!

Supported triggers and actions

  • Freshdesk

    New ticket

    Triggers when there is a new ticket is created in Freshdesk.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Freshdesk

    New contact

    Triggers when a new customer is created.

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    triggerbyzapierautomateiopipedream
  • Freshdesk

    Update ticket

    Triggers when a Ticket is updated.

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    triggerbyzapierautomateiopabbly-connectintegrately
  • Freshdesk

    New ticket note

    Triggers when a Note is added to a Ticket.

    zapier
    triggerbyzapier
  • Freshdesk

    Watch tickets

    Triggers when a new ticket is created or updated.

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    triggerbyintegromat
  • Freshdesk

    Update contact

    Triggers when a user is updated.

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    triggerbyzapierpabbly-connectintegrately
  • Chargebee

    Create subscription

    Creates a new subscription. If you are on Catalog 1.0 of Chargebee, this action allows you to create a subscription and a customer in a single step. If you are on Catalog 2.0 of Chargebee, this action allows you to create a subscription for an existing customer

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    actionbyzapierintegrately
  • Chargebee

    Update customer

    Updates customer details in Chargebee.

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    actionbyzapierpabbly-connectalbatointegrately
  • Chargebee

    Create customer

    Creates a new customer in Chargebee.

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    actionbyzapierintegrately
  • Chargebee

    Finds an existing customer

    Lookup an existing customer.

    zapier
    actionbyzapier
  • Chargebee

    Retrieve a customer

    Retrieves the customer identified by the unique identifier.

    integromat
    actionbyintegromat
  • Chargebee

    Change next billing date

    Updates next billing date of a subscription.

    zapier
    actionbyzapier

Apps you need

Freshdesk

Freshdesk

Customer Support

A customer support software for omnichannel solutions

Freshdesk is an award-winning, cloud-based helpdesk software that streamlines customer service across multiple channels, including email, phone, chat, web, and social media. Manage SLAs and automate workflows to enhance support team productivity.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.