This automation scenario allows you to connect Formstack and Chargebee
It can be build using Zapier, a no-code workflow automation tool. Zapier 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
Formstack and Chargebee can also be integrated using automation tools other than zapier:
When this trigger fires in Formstack
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Then this action happens in Chargebee
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
This guide contains information on how to set up an automatic workflow that allows to Create subscriptions on ChargeBee for new submissions on Formstack.
Part I
First, we need to connect Formstack and Chargebee to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Formstack to Zapier.
Give Zapier access to your Formstack account, using Formstack credentials.
Connect Chargebee to Zapier.
Give Zapier access to your Chargebee account, using Chargebee 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 Formstack
Choose the following trigger: New Submission (Legacy) (Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.).
Then set up an Action for Chargebee
Choose this action: 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).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Formstack and Chargebee.
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 subscriptions on ChargeBee for new submissions on Formstack!
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
New form submission (instant)
New form
Triggers with the new form submission.
Triggers when a new form is added.
Triggers when a new form submission is received.
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.
A platform to build forms and documents and automate workflows to connect with other apps
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.