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            Chargebee + monday.com

            Connect Chargebee with monday.com

            Automatically sync subscription activity from Chargebee to monday.com using webhook-powered workflows. Keep your deals aligned with your billing activity and reduce repetitive manual updates.

            Subscription Automation 2 Workflows Webhook Powered

            Overview

            Chargebee Integration connects Chargebee with monday.com so you can automate subscription-related workflows without manually copying billing information between platforms.

            The app includes ready-made workflow templates for common subscription and deal synchronization scenarios. You can also create additional workflows based on your own business process.

            Workflow 01

            Sync New Subscriptions

            When a subscription is created in Chargebee, the workflow automatically creates the corresponding deal in monday.com.

            Workflow 02

            Sync Churned Deals

            When a subscription is churned in Chargebee, the corresponding deal in monday.com is updated to reflect the churn.

            Getting Started

            Setup Overview

            Connect Chargebee using your API key, authorize monday.com using OAuth, choose a workflow, configure it, and enable it.

            1

            Connect Chargebee

            Authenticate your Chargebee account using your Chargebee API key.

            1. Open the Chargebee Integration app.
            2. Select the option to connect Chargebee.
            3. Enter your Chargebee API key and Base URL.
            4. Save the connection.
            2

            Authorize monday.com

            Connect your monday.com account using monday.com's OAuth authorization flow.

            1. Select the option to connect monday.com.
            2. Sign in to your monday.com account if required.
            3. Review and authorize the requested permissions.
            4. Return to the integration after authorization.
            3

            Install the Templates

            Click Install Templates to install the prebuilt workflow templates.

            Use Cases

            Workflow 01

            Create a monday.com Deal When a Chargebee Subscription Is Created

            When a new subscription is created in Chargebee, the workflow creates the corresponding deal in monday.com.

            Trigger: New subscription created in Chargebee → Action: Create a deal in monday.com
            Workflow 02

            Update the monday.com Deal When a Subscription Is Churned

            When a subscription is churned in Chargebee, the workflow updates the corresponding deal in monday.com to reflect the churn.

            Trigger: Subscription churned in Chargebee → Action: Update the corresponding deal in monday.com

            Create Custom Workflows

            The ready-made templates are only starting points. You can create additional workflow scenarios based on your team's requirements.

            The Chargebee-to-monday.com subscription sync is a template, so you are not limited to the predefined workflows.

            You can configure additional supported workflows using the available triggers and actions in the app.

            Typical Workflow

            Trigger → Action

            A supported Chargebee event triggers a configured action in monday.com.

            Monitor Workflow Executions

            Every workflow execution is recorded in the app's event logs.

            The event logs help you:

            • Review workflow executions
            • Verify whether an action was successfully executed
            • Investigate failed or unexpected workflow executions
            • Troubleshoot issues with your automation
            Troubleshooting Tip

            When a workflow does not behave as expected, review the relevant event log first.

            Frequently Asked Questions

             How do I authenticate Chargebee? ▾ 
            Chargebee is connected using a Chargebee API key.
             How do I authenticate monday.com? ▾ 
            monday.com is connected using monday.com's OAuth authorization flow.
             What workflows are included? ▾ 
            The app currently includes a workflow that creates a monday.com deal when a Chargebee subscription is created and a workflow that updates the corresponding monday.com deal when the subscription is churned.
             Can I create workflows other than the provided templates? ▾ 
            Yes. The provided workflows are templates. You can create additional supported workflow scenarios based on your own requirements.
             How are Chargebee events received? ▾ 
            Chargebee events are received through webhook triggers.
             Where can I troubleshoot a workflow? ▾ 
            Review the event logs for the relevant workflow execution. These logs provide visibility into workflow events and are useful when investigating execution issues.

            Need Help?

            Visit the Konnectify Help Center for additional support and documentation.

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