This automation scenario allows you to connect Gravity Forms 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
Gravity Forms and Chargebee can also be integrated using automation tools other than zapier:
When this trigger fires in Gravity Forms
Triggers when the specified form is submitted.
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 Gravity Form submissions.
Part I
First, we need to connect Gravity Forms and Chargebee to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gravity Forms to Zapier.
Give Zapier access to your Gravity Forms account, using Gravity Forms 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 Gravity Forms
Choose the following trigger: Form Submission (Triggers when the specified form is submitted.).
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 Gravity Forms 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 Gravity Form submissions!
Triggers when the specified form is submitted.
Triggers when a new entry is submitted in a form.
Triggers when a Form is submitted
Form is submitted
Triggers when a new Form is created.
Trigger on new response.
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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