How to connect Chargebee and AI Agent
Create a New Scenario to Connect Chargebee and AI Agent
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Chargebee, triggered by another scenario, or executed manually (for testing purposes). In most cases, Chargebee or AI Agent will be your first step. To do this, click "Choose an app," find Chargebee or AI Agent, and select the appropriate trigger to start the scenario.

Add the Chargebee Node
Select the Chargebee node from the app selection panel on the right.


Chargebee

Configure the Chargebee
Click on the Chargebee node to configure it. You can modify the Chargebee URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the Chargebee node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.


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Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Chargebee and AI Agent Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Chargebee and AI Agent Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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AI Agent
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring Chargebee, AI Agent, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Chargebee and AI Agent integration works as expected. Depending on your setup, data should flow between Chargebee and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Chargebee and AI Agent
Chargebee + AI Agent + Slack: When a customer cancels their subscription in Chargebee, an AI Agent analyzes the reason for cancellation. The AI's analysis is then posted to a designated Slack channel for review.
Chargebee + AI Agent + Google Sheets: Utilizing Chargebee data, an AI Agent predicts customer churn risk. These churn predictions, along with relevant customer data, are then logged in a Google Sheets spreadsheet for tracking and analysis.
Chargebee and AI Agent integration alternatives

About Chargebee
Use Chargebee in Latenode to automate subscription management tasks. Create workflows that trigger actions based on subscription events, like new sign-ups or failed payments. Sync Chargebee data with CRMs, accounting software, or internal databases. Process data with no-code tools or custom JavaScript. Scale billing processes with Latenode's efficient execution model.
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About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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See how Latenode works
FAQ Chargebee and AI Agent
How can I connect my Chargebee account to AI Agent using Latenode?
To connect your Chargebee account to AI Agent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Chargebee and click on "Connect".
- Authenticate your Chargebee and AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I analyze customer feedback automatically?
Yes, you can! Use Chargebee data in AI Agent via Latenode to analyze feedback and improve customer retention. Latenode's flexible workflows allow advanced sentiment analysis to boost customer satisfaction.
What types of tasks can I perform by integrating Chargebee with AI Agent?
Integrating Chargebee with AI Agent allows you to perform various tasks, including:
- Automatically summarize customer support interactions related to billing issues.
- Generate personalized onboarding emails based on subscription plan details.
- Predict churn risk by analyzing customer behavior and billing patterns.
- Create targeted marketing campaigns based on customer subscription status.
- Automatically update customer profiles in AI Agent with Chargebee data.
How secure is my Chargebee data when using Latenode integrations?
Latenode employs enterprise-grade security measures to protect your data, including encryption and access controls, ensuring secure integration between Chargebee and AI Agent.
Are there any limitations to the Chargebee and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows involving large datasets may require optimized Latenode configurations.
- Real-time updates depend on the API rate limits of both Chargebee and AI Agent.
- Custom fields in Chargebee may require custom mapping within Latenode.