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.
Categories
Chargebee and Freshdesk can also be integrated using automation tools other than zapier:
When this trigger fires in Chargebee
Triggers when a subscription is created.
Then this action happens in Freshdesk
Allows you to create a User/Customer in Freshdesk for your support domain.
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
First, we need to connect Chargebee and Freshdesk to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Chargebee to Zapier.
Give Zapier access to your Chargebee account, using Chargebee credentials.
Connect Freshdesk to Zapier.
Give Zapier access to your Freshdesk account, using Freshdesk credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Contact (Allows you to create a User/Customer in Freshdesk for your support domain.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Chargebee and Freshdesk.
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!
Triggers when there is a new ticket is created in Freshdesk.
Triggers when a new customer is created.
Triggers when a Ticket is updated.
Triggers when a Note is added to a Ticket.
Triggers when a new ticket is created or updated.
Triggers when a user is updated.
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
Updates customer details in Chargebee.
Creates a new customer in Chargebee.
Lookup an existing customer.
Retrieves the customer identified by the unique identifier.
Updates next billing date of a subscription.
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 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.