How to connect Chargebee and Caption AI
Create a New Scenario to Connect Chargebee and Caption AI
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 Caption AI will be your first step. To do this, click "Choose an app," find Chargebee or Caption AI, 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 Caption AI Node
Next, click the plus (+) icon on the Chargebee node, select Caption AI from the list of available apps, and choose the action you need from the list of nodes within Caption AI.


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Caption AI

Authenticate Caption AI
Now, click the Caption AI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Caption AI settings. Authentication allows you to use Caption AI through Latenode.
Configure the Chargebee and Caption AI 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 Caption AI 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.

JavaScript
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AI Anthropic Claude 3
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Caption AI
Trigger on Webhook
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Chargebee
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Chargebee, Caption AI, 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 Caption AI integration works as expected. Depending on your setup, data should flow between Chargebee and Caption AI (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 Caption AI
Chargebee + Caption AI + Slack: When a new invoice is created in Chargebee, use Caption AI to summarize relevant customer feedback from associated support interactions (assuming transcript available via URL in Chargebee). Then, post key highlights in a designated Slack channel to keep the sales team informed.
Caption AI + Chargebee + Google Sheets: When a video translation is completed by Caption AI, fetch the relevant customer details from Chargebee using customer ID derived from video metadata. Log the transcript URL, customer satisfaction level (obtained through a hypothetical Caption AI analysis that we are approximating), and any relevant feedback in a Google Sheet for tracking and analysis.
Chargebee and Caption AI 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 Caption AI
Caption AI in Latenode streamlines content creation. Generate captions from images or videos directly within your workflows. Automate social media posting, ad campaigns, or content archiving. Latenode's visual editor and flexible integrations reduce manual work and allow for personalized, automated caption generation at scale, without code.
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See how Latenode works
FAQ Chargebee and Caption AI
How can I connect my Chargebee account to Caption AI using Latenode?
To connect your Chargebee account to Caption AI 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 Caption AI accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices from new positive AI review data?
Yes, you can! Latenode allows triggering invoice creation in Chargebee based on sentiment analysis from Caption AI, enabling automated billing based on customer feedback.
What types of tasks can I perform by integrating Chargebee with Caption AI?
Integrating Chargebee with Caption AI allows you to perform various tasks, including:
- Automatically updating customer profiles based on feedback analysis.
- Triggering customized upsell offers based on positive reviews.
- Creating invoices with personalized notes based on AI-generated summaries.
- Sending thank-you messages after payment and a positive review.
- Generating reports on customer satisfaction and revenue trends.
What Chargebee events can trigger workflows inside of Latenode?
Latenode supports triggers from many Chargebee events, like new subscriptions, failed payments, or plan changes, opening a wide range of automation possibilities.
Are there any limitations to the Chargebee and Caption AI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Caption AI models might require a higher-tier subscription.
- Historical data synchronization beyond a certain timeframe is not supported.
- Custom field mapping between the two apps might need JavaScript.