An automated workflow using integromat
Connects Chargebee + Smartsheet
Save new Chargebee subscriptions to Smartsheet
About this workflow template
This automation scenario allows you to connect Chargebee and Smartsheet
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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 Smartsheet can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Chargebee
Watch Subscriptions in Chargebee
Triggers when a new subscription is created.
Then this action happens in Smartsheet
Create a Row in Smartsheet
Inserts a row into the specified sheet.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save new Chargebee subscriptions to Smartsheet.
Part I
Configure Applications
First, we need to connect Chargebee and Smartsheet to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Chargebee to Make.com.
Give Make.com access to your Chargebee account, using Chargebee credentials.
Connect Smartsheet to Make.com.
Give Make.com access to your Smartsheet account, using Smartsheet credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Chargebee
Choose the following trigger: Watch Subscriptions (Triggers when a new subscription is created.).
Then set up an Action for Smartsheet
Choose this action: Create a Row (Inserts a row into the specified sheet.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Chargebee and Smartsheet.
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 Save new Chargebee subscriptions to Smartsheet!
Related Automation Templates
Supported triggers and actions
New row
Triggers when a new row is added.
triggerbyzapierautomateioalbatoUpdated row
Triggers when a row is updated.
triggerbyzapierautomateioWatch rows
Triggers when a new row is added.
triggerbyintegromatNew attachment
Triggers when a new attachment is added to a row.
triggerbyzapierNew comment
Triggers when a new comment is added.
triggerbyzapierautomateioGet folders
[PRIVATE] Generates folder list for dropdown.
triggerbyzapier
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
actionbyzapierintegratelyUpdate customer
Updates customer details in Chargebee.
actionbyzapierpabbly-connectalbatointegratelyCreate customer
Creates a new customer in Chargebee.
actionbyzapierintegratelyFinds an existing customer
Lookup an existing customer.
actionbyzapierRetrieve a customer
Retrieves the customer identified by the unique identifier.
actionbyintegromatChange next billing date
Updates next billing date of a subscription.
actionbyzapier
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
