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Vtiger + Chargebee Integrations

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

About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

About Chargebee

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

Chargebee Integrations

Best Vtiger and Chargebee Integrations

  • Vtiger Slack

    Chargebee + Slack

    Send Chargebee subscription notifications to Slack Read More...
    When this happens...
    Vtiger 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
  • Vtiger Google Sheets

    Chargebee + Google Sheets

    Automatically add newly created customers on ChargeBee to Google Sheets Read More...
    When this happens...
    Vtiger 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
  • Vtiger Xero

    Chargebee + Xero

    Add invoices on Xero for new successful Chargebee charges Read More...
    When this happens...
    Vtiger New Payment
     
    Then do this...
    Xero Create Sales Invoice
    Do you want to ensure that your invoicing is as quick as possible? Set up this integration to start your workflows as soon as you get payment on Chargebee. Every new successful charge on ChargeBee will generate a new invoice in Xero from that point forward, ensuring that you never have to slow down for paperwork.
    How This Integration Works
    • When a new charge is approved by ChargeBee
    • Appy Pie Connect creates a new invoice in Xero
    What You Need
    • Chargebee account
    • Xero account
  • Vtiger Xero

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

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

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

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • 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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • 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 Vtiger & Chargebee Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Vtiger 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 Vtiger and Chargebee

Vtiger?

VTiger is a complete CRM software spution for small to medium businesses. It helps you manage all your business processes, handle customer relationships and grow your business.

VTiger also has a number of add-ons that help you specifically with managing your eCommerce business. For example, it has a Shopping Cart add-on that allows you to add products to the cart from the VTiger interface. When users make a purchase, the transaction is automatically recorded in VTiger.

VTiger uses the MySQL database management system. It is free for up to two users, while a single user license costs $199.

Chargebee?

Chargebee is an online subscription billing and invoicing platform that integrates with popular eCommerce platforms like Magento, WooCommerce, Shopify, etc. It allows you to create recurring billing plans for your customers and receive payments through multiple payment gateways like Stripe, PayPal, Authorize.net, etc.

Chargebee supports credit card payments but can also be used for accepting other forms of payment such as bank transfers or checks. It integrates with accounting software like Quickbooks, Xero and Zoho Books for easy accounting integration.

Chargebee plans start at $39 per month for a basic plan and go up to $349 per month for the enterprise plan which provides advanced features for larger businesses. You can even try Chargebee for free using their 30-day free trial.

Integration of Vtiger and Chargebee

Integrating Vtiger with Chargebee is easy because they are both cloud-based SaaS platforms. To connect them, you will need to first get an API key from Chargebee and then configure it inside VTiger. In this tutorial, we will first discuss how to get an API key from Chargebee and then move on to configuring it inside VTiger.

Getting an API Key from Chargebee

The first step is obviously getting an API key from Chargebee. To do that, log in to your account and select ‘My Account’ in the top menu bar fplowed by ‘API Access’. This should take you to the screen shown below:

Click on the ‘Request Access’ button to request access to Chargebee API. This will take you to the fplowing screen:

Fill out the form with your details (you can use fake details if you want. and click ‘Submit’. This will take you to a page containing your API key and secret key as shown below:

Configuring Chargebee API Key within VTiger

Now that you have obtained a Chargebee API key, let’s configure it in VTiger. To do this, go to ‘Settings’ > ‘Integrations’ > ‘Choose Integration Type’ > ‘API Integration’ as shown below:

This will take you to the fplowing screen where you have to enter the API key and secret key you obtained from Chargebee earlier:

Note. If you want to use Chargebee as your default payment gateway for all transactions in VTiger, check the ‘Use for all transactions’ option in the above screen. If not, keep the default option ‘For new transactions only’ as shown below:

Enter an appropriate label for Chargebee so that later when you create a transaction in VTiger, you will know which gateway was used for that transaction (as shown below):

The process to integrate Vtiger 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.