Chargebee
Chargebee + Konnectify
Learn how to integrate and use Chargebee with Konnectify to automate subscription billing workflows, customer lifecycle management, invoicing, and revenue operations across your tools.
Getting Started
What is Chargebee?
Chargebee is a subscription management and recurring billing platform that helps businesses automate billing, invoicing, payments, revenue recognition, and subscription lifecycle management. It supports SaaS, e-commerce, and subscription-based businesses with features such as subscription plans, coupons, taxation, dunning management, and analytics.
Chargebee enables businesses to manage customers, subscriptions, payments, invoices, credit notes, and revenue operations from a centralized platform.
Why integrate via Konnectify?
By integrating Chargebee with Konnectify, you can automate billing and subscription workflows without writing code.
Konnectify allows Chargebee to connect with your CRM, marketing tools, internal systems, analytics platforms, and other business applications so that subscription updates, payment events, invoices, and customer changes flow automatically between systems.
This ensures accurate revenue tracking, reduced manual effort, improved financial operations, and better customer lifecycle management.
New to Chargebee?
Sign up and explore the platform to start managing subscriptions and billing effectively.
Sign up →What You Can Do with Chargebee in Konnectify?
When Chargebee is connected to Konnectify, you can build powerful automations such as:
- Automatically create CRM records when new customers or subscriptions are created
- Send Slack or email notifications when payments fail or invoices are generated
- Sync subscription status changes with marketing or analytics tools
- Automatically apply or manage coupons and promotional credits
- Update internal dashboards when MRR changes
- Trigger workflows when subscriptions are paused, resumed, or cancelled
- Sync invoices and payment data to accounting or ERP systems
- Track contract terms, renewals, and trial reminders automatically
These automations reduce manual billing effort, improve accuracy, and ensure real-time data consistency across systems.
Automate Workflows by Connecting Chargebee.. Try it now →Chargebee API Documentation
Konnectify uses the Chargebee API to securely interact with your Chargebee account. The API allows external platforms to create, retrieve, update, and manage customers, subscriptions, invoices, transactions, items, coupons, and more programmatically.
Common Chargebee API Capabilities- Create and manage customers and subscriptions
- Generate and update invoices
- Process payments and refunds
- Manage coupons, credits, and promotions
- Track contract terms and subscription ramps
- Retrieve transaction and revenue data
- Manage items, pricing, and entitlements
Chargebee supports API authentication using:
- API Key authentication (recommended)
You can generate an API key from your Chargebee dashboard and use it while creating the connection in Konnectify.
Things to Know Before You Start- API access depends on your Chargebee plan
- Certain fields are mandatory when creating customers, subscriptions, or invoices
- Rate limits apply based on your subscription plan
- Backdated operations must comply with accounting and billing configurations
- Some features like ramps, contract terms, or omnichannel subscriptions may require specific plan tiers
For detailed API references, request parameters, and examples, refer to the official Chargebee API documentation.
Open API Docs →How to Connect Chargebee to Konnectify
This section explains how to connect your Chargebee account to Konnectify so you can use Chargebee as a trigger or action in your workflows.
Before creating the workflow, ensure you have:
- A valid Chargebee account
- Chargebee API Key
- Your Chargebee site name (e.g., yoursite.chargebee.com)
- Access to the Konnectify platform
- Required admin or API permissions in Chargebee
- Permission to create/manage connections in Konnectify
Step 1: Connect Chargebee in Konnectify
Refer to the connection screen shown above
- Log in to Konnectify.
- Click New on the top-right corner and select Connections.
- Select Chargebee.
- Enter the following details:
- Connection Name
Enter a name for your reference.
Example: My Chargebee Connection - API Key
Enter your Chargebee API Key.
You can generate this from:
Chargebee Dashboard → Settings → API & Webhooks → API Keys - Base URL
Enter your Chargebee site URL exactly as shown in your browser.
Example:
If your site URL is:
https://test-account.chargebee.com
Enter:
https://test-account.chargebee.com
- Connection Name
- Click Create Connection.
Step 2: Create a New Konnecter
- Click New on the top-right corner and select Konnectors
- Choose a trigger app (for example: Chargebee, Webhook, CRM, etc.)
- Select the required trigger event (for example: Subscription Created, Payment Failed, Invoice Generated, etc.)
- Choose the Chargebee connection you created and click Continue
Step 3: Add and Configure Chargebee Action
- Click Action
- Select Chargebee
- Choose an action (for example: Create Subscription, Create Invoice, Update Customer)
- Select the Connection and click Continue
- Fill all mandatory fields such as:
- Customer ID
- Subscription Items
- Invoice Details
- Coupon Code
- Billing Information
Step 4: Value Mapping and Workflow Testing
- Map dynamic fields from the trigger output
- Use static values only when required
- Run the workflow using sample data
- Verify the execution status and response from Chargebee
Step 5: Activate Konnector
- Save the Konnector
- Turn the workflow ON
- Perform a real-time test from the trigger source
- Confirm that the data is reflected in Chargebee
Chargebee Triggers
Chargebee provides multiple triggers in Konnectify that allow workflows to start automatically when specific events occur in your Chargebee account. These triggers help you respond to customer lifecycle events, subscription changes, payment updates, invoicing activities, product configuration changes, and more in near real time.
Coupon Triggers
Fires whenever a new coupon is created in Chargebee.
Fires whenever an existing coupon is updated in Chargebee.
Fires whenever a coupon is deleted in Chargebee.
Fires whenever a new coupon set is created in Chargebee.
Fires whenever an existing coupon set is updated in Chargebee.
Fires whenever a coupon set is deleted in Chargebee.
Fires whenever one or more coupon codes are added to a coupon in Chargebee.
Fires whenever existing coupon codes are updated in Chargebee.
Fires whenever one or more coupon codes are removed from a coupon in Chargebee.
Customer Triggers
Fires whenever a new customer is created in Chargebee.
Fires whenever an existing customer is modified in Chargebee.
Fires whenever a customer is deleted in Chargebee.
Fires whenever a customer is added to a parent account or hierarchy in Chargebee.
Fires whenever a customer is removed from a parent account or hierarchy in Chargebee.
Fires whenever a customer hierarchy is created.
Fires whenever a customer hierarchy is deleted.
Card and Payment Source Triggers
Fires whenever a new card is added to a customer in Chargebee.
Fires whenever card details are updated.
Fires whenever a card is deleted from a customer.
Fires when a customer's card expires.
Fires when a reminder is sent for an expiring card.
Fires whenever a new payment source is added to a customer.
Fires whenever a payment source is updated.
Fires whenever a payment source is deleted.
Fires when a payment source expires.
Fires when a payment source is about to expire.
Fires when a payment source is deleted only in Chargebee.
Fires whenever a virtual bank account is added to a customer.
Fires whenever a virtual bank account is updated.
Fires whenever a virtual bank account is deleted.
Subscription Triggers
Fires whenever a new subscription is created in Chargebee.
Fires whenever a subscription is created with backdating in Chargebee.
Fires whenever a subscription is activated in Chargebee.
Fires whenever a subscription is activated with backdating.
Fires whenever a subscription is changed in Chargebee.
Fires whenever a subscription is changed with backdating.
Fires whenever a subscription is cancelled in Chargebee.
Fires whenever a subscription is canceled with backdating.
Fires whenever a subscription is reactivated.
Fires whenever a subscription is reactivated with backdating.
Fires whenever a subscription is renewed.
Fires whenever subscription items are renewed.
Fires whenever a subscription starts.
Fires whenever a subscription is paused.
Fires whenever a paused subscription resumes.
Fires whenever a subscription is deleted in Chargebee.
Fires whenever the shipping address of a subscription is updated.
Fires whenever a subscription is transferred from one business entity to another in Chargebee.
Fires whenever entitlements are created for a subscription.
Fires whenever entitlements are modified for a subscription.
Fires whenever a subscription is transferred into a business entity.
Fires whenever a subscription is transferred out of a business entity.
Fires whenever a subscription movement operation fails.
Fires whenever the Monthly Recurring Revenue MRR of a subscription is updated in Chargebee.
Subscription Scheduling Triggers
Fires whenever a subscription cancellation is scheduled.
Fires whenever a cancellation reminder is issued for a subscription.
Fires whenever a scheduled cancellation is removed from a subscription.
Fires whenever changes to a subscription are scheduled.
Fires whenever scheduled changes are removed from a subscription.
Fires whenever a pause is scheduled for a subscription.
Fires whenever a scheduled pause is removed from a subscription.
Fires whenever a subscription resumption is scheduled.
Fires whenever a scheduled resumption is removed from a subscription.
Fires whenever a renewal reminder is issued for a subscription.
Fires whenever a trial end reminder is issued for a subscription.
Fires whenever the trial period of a subscription is extended.
Fires whenever an advance invoice schedule is added to a subscription in Chargebee.
Fires whenever an advance invoice schedule is updated for a subscription.
Fires whenever an advance invoice schedule is removed from a subscription.
Subscription Ramp Triggers
Fires whenever a new ramp is created for a subscription.
Fires whenever a ramp execution is successfully applied to a subscription.
Fires whenever an existing ramp is modified.
Fires whenever a ramp transitions into draft state.
Fires whenever a ramp is removed or marked as deleted.
Contract Term Triggers
Fires whenever a contract term is created in Chargebee.
Fires whenever a contract term is renewed in Chargebee.
Fires whenever a contract term completes in Chargebee.
Fires whenever a contract term is cancelled in Chargebee.
Fires whenever a contract term is terminated in Chargebee.
Invoice Triggers
Fires whenever a new invoice is generated in Chargebee.
Fires whenever a backdated invoice is generated in Chargebee.
Fires whenever an existing invoice is updated in Chargebee.
Fires whenever an invoice is deleted from Chargebee.
Fires whenever a pending invoice is created in Chargebee.
Fires whenever a pending invoice is updated in Chargebee.
Fires whenever the dunning process status for an invoice changes in Chargebee.
Fires whenever unbilled charges are created in Chargebee.
Fires whenever unbilled charges are converted into an invoice in Chargebee.
Fires whenever unbilled charges are voided in Chargebee.
Fires whenever unbilled charges are deleted in Chargebee.
Payment and Transaction Triggers
Fires whenever a payment is successfully completed in Chargebee.
Fires whenever a payment attempt fails in Chargebee.
Fires whenever a payment process is initiated in Chargebee.
Fires whenever a payment is refunded in Chargebee.
Fires whenever a refund process is initiated in Chargebee.
Fires whenever Chargebee sends a payment due reminder for an invoice.
Fires whenever a transaction authorization is successfully completed in Chargebee.
Fires whenever a previously authorized transaction is voided in Chargebee.
Fires whenever a new transaction is created in Chargebee.
Fires whenever an existing transaction is updated in Chargebee.
Fires whenever a transaction is deleted in Chargebee.
Fires whenever a payment intent is created in Chargebee.
Fires whenever a payment intent is updated in Chargebee.
Remaining Trigger Categories
Payment Schedule Triggers
Credit Note Triggers
Gift Triggers
Order Triggers
Item and Pricing Triggers
Entitlement and Feature Triggers
Omnichannel Subscription Triggers
Business Entity Triggers
Promotional Credits Triggers
Quote Triggers
Tax Triggers
Token and Voucher Triggers
Rule Triggers
Usage Triggers
All events are included exactly as defined, with each event name followed by its respective description.
Chargebee Actions
Chargebee provides multiple actions in Konnectify that allow workflows to perform operations in your Chargebee account. These actions help you create, update, retrieve, and manage customers, subscriptions, invoices, payments, coupons, items, and promotional credits as part of automated workflows.
Search Actions
Fetches a list of customers from Chargebee based on dynamic search filters.
Fetches a list of subscriptions from Chargebee based on dynamic search filters.
Fetches a list of coupons from Chargebee based on dynamic search filters.
Fetches a list of items from Chargebee based on dynamic search filters.
Fetches a list of invoices from Chargebee using dynamic search filters.
Customer Actions
Creates a new customer in Chargebee with necessary fields including optional tax, payment method, and billing address details.
Updates an existing customer in Chargebee with optional fields such as billing details, tax settings, and payment method information.
Deletes a specific customer based on their Customer ID from Chargebee.
Subscription Actions
Creates a subscription with items, addons, billing, coupons, and payment options in Chargebee.
Updates a subscription with items, addons, billing, coupons, and payment options in Chargebee.
Deletes a specific subscription based on its Subscription ID from Chargebee.
Pauses a specific subscription based on its Subscription ID from Chargebee.
Resumes a specific paused subscription based on its Subscription ID from Chargebee.
Modifies the end date of an existing subscription’s current billing term.
Item Actions
Creates a new item in Chargebee.
Updates an existing Chargebee item with new configuration, pricing, or bundle settings.
Deletes a specific item based on its Item ID from Chargebee.
Invoice Actions
Creates a new invoice for a specified customer, including charges, items, and billing details.
Updates billing details, notes, or invoice configuration for an existing invoice.
Deletes an existing draft invoice from Chargebee.
Attempts to collect payment for an unpaid invoice using the customer's payment method.
Records an offline payment such as cash, check, or bank transfer for an existing invoice.
Records a refund for a paid invoice, including refund amount and credit note details.
Retrieves a shareable invoice link.
Coupon Actions
Creates a coupon that can be applied to selected items, plans, or addons.
Updates an existing coupon’s discount details, duration, or applicability.
Deletes an existing coupon from Chargebee.
Promotional Credit Actions
Adds promotional credits to a customer’s account.
Deducts promotional credits from a customer’s balance.
Sets the promotional credit balance for a customer.
Retrieves promotional credit details for a specific customer.
Popular Chargebee Automations
Chargebee automations help teams reduce manual billing work, improve revenue accuracy, and maintain consistent subscription data across systems. Below are some commonly used automation scenarios built using Konnectify.
Automatically Notify Teams on Payment Failures
Trigger: Payment Failed • Action: Send Slack or Email Notification
Use case: Notify finance or support teams instantly when a payment attempt fails.
- Faster dunning follow-up
- Reduced revenue leakage
- Improved customer retention
Sync New Subscriptions to CRM
Trigger: Subscription Created • Action: Create or Update Record in CRM
Use case: Automatically sync new subscription data to CRM systems.
- Real-time customer lifecycle visibility
- Improved sales and support coordination
- Accurate revenue tracking
Track Invoice Generation in Accounting Systems
Trigger: Invoice Generated • Action: Create Record in Accounting Tool
Use case: Automatically sync invoices to accounting or ERP systems.
- Eliminates manual data entry
- Improves financial reporting
- Ensures compliance and audit readiness
Monitor Subscription Cancellations
Trigger: Subscription Cancelled • Action: Send Alert or Update CRM
Use case: Track churn events and trigger retention workflows.
- Improved churn visibility
- Enables win-back campaigns
- Better subscription analytics
Update Dashboard on MRR Changes
Trigger: MRR Updated • Action: Update Database or Analytics Tool
Use case: Keep real-time dashboards updated when subscription revenue changes.
- Accurate revenue reporting
- Improved forecasting
- Better executive visibility
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