Chargebee
Zendesk
zapier

An automated workflow using zapier

Connects Chargebee + Zendesk

Add new users on Zendesk for new subscriptions on ChargeBee

About this workflow template

This automation scenario allows you to connect Chargebee and Zendesk

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 Zendesk can also be integrated using automation tools other than zapier:

Diagram

Add new users on Zendesk for new subscriptions on ChargeBee
Workflow diagram: Chargebee + Zendesk 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 Zendesk

Zendesk

Create User in Zendesk

Create a new user.

How to set up this workflow

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

Part I

Configure Applications

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

    Connect Zendesk to Zapier.

    Give Zapier access to your Zendesk account, using Zendesk 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 Zendesk

    Then set up an Action for Zendesk

    Choose this action: Create User (Create a new user.).

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 Zendesk.

  • 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 Add new users on Zendesk for new subscriptions on ChargeBee!

Supported triggers and actions

  • Zendesk

    New ticket

    Triggers when a new ticket is added to a view.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • Zendesk

    New user

    Triggers when a new user is created.

    zapieralbato
    triggerbyzapieralbato
  • Zendesk

    New ticket (instant)

    New ticket (instant)

    pipedream
    triggerbypipedream
  • Zendesk

    Ticket closed (instant)

    Ticket closed (instant)

    pipedream
    triggerbypipedream
  • Zendesk

    Ticket pending (instant)

    Ticket pending (instant)

    pipedream
    triggerbypipedream
  • Zendesk

    Ticket solved (instant)

    Ticket solved (instant)

    pipedream
    triggerbypipedream
  • 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

    zapierintegrately
    actionbyzapierintegrately
  • Chargebee

    Update customer

    Updates customer details in Chargebee.

    zapierpabbly-connectalbatointegrately
    actionbyzapierpabbly-connectalbatointegrately
  • Chargebee

    Create customer

    Creates a new customer in Chargebee.

    zapierintegrately
    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

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