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Wealthbox CRM + Chargebee Integrations

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

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Chargebee

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

Chargebee Integrations

Best Wealthbox CRM and Chargebee Integrations

  • Wealthbox CRM Slack

    Chargebee + Slack

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

    Chargebee + Google Sheets

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

    Chargebee + Xero

    Add invoices on Xero for new successful Chargebee charges Read More...
    When this happens...
    Wealthbox CRM 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
  • Wealthbox CRM Xero

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

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

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

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow 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
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • 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 Wealthbox CRM & Chargebee Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM 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.