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Automatically trigger CloudTalk calls or SMS when Chargebee subscriptions change, enhancing customer engagement. Latenode's visual editor and JavaScript nodes offer unmatched customization, all at affordable pay-by-execution pricing.
Connect Chargebee and CloudTalk in minutes with Latenode.
Create Chargebee to CloudTalk workflow
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Create a New Scenario to Connect Chargebee and CloudTalk
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 CloudTalk will be your first step. To do this, click "Choose an app," find Chargebee or CloudTalk, 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 CloudTalk Node
Next, click the plus (+) icon on the Chargebee node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Chargebee
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CloudTalk
Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Chargebee and CloudTalk 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 CloudTalk Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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CloudTalk
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, CloudTalk, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Chargebee and CloudTalk integration works as expected. Depending on your setup, data should flow between Chargebee and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Chargebee + CloudTalk + Slack: When a new subscription is created in Chargebee, a new contact is created in CloudTalk. Then, a welcome message is sent to the customer in Slack.
CloudTalk + Chargebee + Zendesk: When a new call is received in CloudTalk, the customer's subscription details are fetched from Chargebee. A ticket is then created in Zendesk, logging the call and subscription information.
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.
Related categories
About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
Related categories
How can I connect my Chargebee account to CloudTalk using Latenode?
To connect your Chargebee account to CloudTalk on Latenode, follow these steps:
Can I automatically update customer details in CloudTalk after a subscription change?
Yes, you can! Latenode allows real-time updates using flexible workflows. Automatically sync Chargebee subscription changes to CloudTalk, ensuring agents have the latest customer info for personalized support.
What types of tasks can I perform by integrating Chargebee with CloudTalk?
Integrating Chargebee with CloudTalk allows you to perform various tasks, including:
How can I use Latenode to enhance my Chargebee data handling?
Latenode lets you transform and enrich Chargebee data using JavaScript, AI, and no-code blocks. This provides powerful control over your customer information.
Are there any limitations to the Chargebee and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: