Formstack
Chargebee
zapier

An automated workflow using zapier

Connects Formstack + Chargebee

Create subscriptions on ChargeBee for new submissions on Formstack

About this workflow template

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.

Formstack and Chargebee can also be integrated using automation tools other than zapier:

Diagram

Create subscriptions on ChargeBee for new submissions on Formstack
Workflow diagram: Formstack + Chargebee integration

How it works?

When this trigger fires in Formstack

Formstack

New Submission (Legacy) in Formstack

Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

Then this action happens in Chargebee

Chargebee

Create Subscription 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

How to set up this workflow

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

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Formstack to Zapier.

    Connect Formstack to Zapier.

    Give Zapier access to your Formstack account, using Formstack credentials.

  • Connect Chargebee to Zapier.

    Connect Chargebee to Zapier.

    Give Zapier access to your Chargebee account, using Chargebee 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 Formstack

    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

    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

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 Formstack and Chargebee.

  • 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 Create subscriptions on ChargeBee for new submissions on Formstack!

Supported triggers and actions

  • Formstack

    New submission (legacy)

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    zapier
    triggerbyzapier
  • Formstack

    New form submission (instant)

    New form submission (instant)

    pipedream
    triggerbypipedream
  • Formstack

    New form

    New form

    pipedreamzapier
    triggerbypipedreamzapier
  • Formstack

    Watch form submission

    Triggers with the new form submission.

    integromat
    triggerbyintegromat
  • Formstack

    New form (legacy)

    Triggers when a new form is added.

    zapier
    triggerbyzapier
  • Formstack

    New form submission

    Triggers when a new form submission is received.

    pabbly-connectzapier
    triggerbypabbly-connectzapier
  • 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

Formstack

Formstack

Form Builders

A platform to build forms and documents and automate workflows to connect with other apps

Zapier

Zapier

Automation Platforms

No-code automation service

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.