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.
Categories
Chargebee and Zendesk can also be integrated using automation tools other than zapier:
When this trigger fires in Chargebee
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Then this action happens in Zendesk
Create a new ticket.
This guide contains information on how to set up an automatic workflow that allows to Add tickets to Zendesk for new subscriptions on ChargeBee.
Part I
First, we need to connect Chargebee and Zendesk 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 Zendesk to Zapier.
Give Zapier access to your Zendesk account, using Zendesk 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: Subscription Details Updates (Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.).
Then set up an Action for Zendesk
Choose this action: Create Ticket (Create a new ticket.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Chargebee and Zendesk.
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 tickets to Zendesk for new subscriptions on ChargeBee!
Triggers when a new ticket is added to a view.
Triggers when a new ticket is added to a view.
Triggers when a new user is created.
New ticket (instant)
Ticket closed (instant)
Ticket pending (instant)
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.
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