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Autotask + Chargebee Integrations

Appy Pie Connect allows you to automate multiple workflows between Autotask and Chargebee

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About Chargebee

Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows

Chargebee Integrations

Best Autotask and Chargebee Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Slack

    Chargebee + Slack

    Send Chargebee subscription notifications to Slack Read More...
    When this happens...
    Autotask New Subscription
     
    Then do this...
    Slack Send Channel Message
    If you’re using Slack to handle customer support, you can notify your team members directly from ChargeBee about new subscriptions. This integration will make things more organized as there will be no need to go to different platforms for the same task. Set up this ChargeBee-Slack integration and automatically send messages to Slack whenever ChargeBee new subscriptions are created on ChargeBee.
    How This Chargebee-Slack Integration Works
    • A new subscription is created on ChargeBee
    • Appy Pie Connect automatically sends a message on Slack
    Apps Involved
    • ChargeBee
    • Slack
  • Autotask Google Sheets

    Chargebee + Google Sheets

    Automatically add newly created customers on ChargeBee to Google Sheets Read More...
    When this happens...
    Autotask New Subscription
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to send new Chargebee subscriptions to a google spreadsheet? With this Chargebee-Google Sheets integration, you can do that. After setting this integration up, Appy Pie Connect will automatically create a new row on a specified Google Sheet with details of new subscriptions sent to Chargebee.
    How Does It Work?
    • When you add a new subscription to Chargebee
    • Appy Pie Connect creates a new row in Google Sheets for you.
    What You Require
    • Chargebee account
    • Google Sheets
  • Autotask Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Autotask + Chargebee in easier way

It's easy to connect Autotask + Chargebee without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

  • New Customer

    Triggers when a customer is created.

  • New Invoice

    Triggers when a new invoice is generated(with line item support).

  • New Payment

    Triggers when a payment is collected successfully.

  • New Subscription

    Triggers when a subscription is created.

  • Payment Failure

    Triggers when a payment fails.

  • Subscription Cancellation

    Triggers when a subscription is cancelled.

  • Subscription Cancellation Scheduled

    Triggers when a subscription is scheduled for cancellation.

  • Subscription Details Updates

    Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.

  • Subscription Pause

    Triggers when a subscription is paused.

  • Subscription Resumption

    Triggers when a paused subscription is resumed.

    Actions
  • Create Account

    Creates an account.

  • Create Contact

    Creates a contact.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Update Ticket

    Updates a ticket.

  • Change Next Billing Date

    Updates next billing date of a subscription.

  • Create Customer

    Creates a new customer in Chargebee.

  • Create Subscription

    Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.

  • Pause Subscription

    Pauses a subscription in Chargebee.

  • Record Offline Payment for an Invoice

    Records an offline payment for unpaid invoices.

  • Resume Subscription

    Resumes a paused subscription in Chargebee

  • Update Customer

    Updates customer details in Chargebee.

How Autotask & Chargebee Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Chargebee as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Chargebee with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and Chargebee

Autotask and Chargebee are two applications that have been developed for the sales, marketing and cloud business to deal with the various customer management processes. Autotask is an online spution for the sales process that is used by the various organizations for the sales and marketing department. It is a cloud based software that ensures better cplaboration and communication among the various employees of the organization. Chargebee is a cloud based spution that helps in managing all the billing related activities like subscriptions, billing and invoicing. Autotask and Chargebee can be integrated using the API’s provided by both these software’s.

Integration of Autotask and Chargebee

Autotask is a Salesforce Application integration platform that enables the users to develop their own or third party applications for different platforms like Windows, Web, Android, iOS etc. and integrate them with Salesforce. The Autotask API forms the core of this integration service and allows the users to access data from various Autotask entities like records, contacts, opportunities, cases etc. via web services. Various APIs are available on the Autotask platform like APIs for Opportunity, Contact, Case etc. Integration of Autotask and Chargebee will help in managing the customer subscriptions easily by integrating the customers, contacts, opportunities etc. into Chargebee.

Benefits of Integration of Autotask and Chargebee

There are several benefits of integrating Autotask and Chargebee. Some of them are as fplows:

· Integrating Autotask and Chargebee will help in capturing data automatically from various sources and updating them into common database so that it becomes easier to manage all the data in a single application.

· Integrating Autotask and Chargebee will help in building various forms to capture customer information like name, address etc and chargebee will take care of creating invoice automatically after capturing the subscription details from Autotask.

· Integrating Autotask and Chargebee will help in creating recurring payment schedule for each customer which will make it easy for the organization to create a schedule for future payments.

· Integration of Autotask and Chargebee will help in creating opportunity lists in chargebee which can be used to generate quotes automatically once a customer has subscribed to an application from Autotask.

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The process to integrate Autotask and Chargebee may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.