Chargebee and Cloze Integration

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Automatically create or update Cloze leads from new Chargebee subscriptions, centralizing customer data. Latenode’s visual editor allows for custom field mapping, while affordable pricing scales with your business, not your workflow complexity.

Swap Apps

Chargebee

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Chargebee and Cloze

Create a New Scenario to Connect Chargebee and Cloze

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 Cloze will be your first step. To do this, click "Choose an app," find Chargebee or Cloze, 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.

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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.

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Chargebee

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#1 Chargebee

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Connection *

Select

Map

Connect Chargebee

Sign In

Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Chargebee node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.

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Chargebee

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Cloze

Authenticate Cloze

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

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Chargebee

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Cloze

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#2 Cloze

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Connection *

Select

Map

Connect Cloze

Sign In

Run node once

Configure the Chargebee and Cloze Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Chargebee

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Cloze

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#2 Cloze

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Map

Connect Cloze

Cloze Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Chargebee and Cloze 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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JavaScript

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AI Anthropic Claude 3

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Cloze

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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, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between Chargebee and Cloze (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 Cloze

Chargebee + Cloze + Slack: When a new subscription is created in Chargebee, a new contact is created or updated in Cloze. Subsequently, a message is sent to a specified Slack channel to notify the sales team about the new subscriber.

Cloze + Chargebee + Google Sheets: When an opportunity is updated in Cloze, a corresponding subscription is created in Chargebee. Following the subscription creation, revenue data is updated in a Google Sheet.

Chargebee and Cloze 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.

About Cloze

Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.

See how Latenode works

FAQ Chargebee and Cloze

How can I connect my Chargebee account to Cloze using Latenode?

To connect your Chargebee account to Cloze 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 Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Cloze when a Chargebee subscription changes?

Yes, with Latenode you can. Automatically update contact details in Cloze upon Chargebee subscription updates. Latenode's visual editor simplifies complex workflows, saving time.

What types of tasks can I perform by integrating Chargebee with Cloze?

Integrating Chargebee with Cloze allows you to perform various tasks, including:

  • Create new Cloze leads when a new subscription starts in Chargebee.
  • Update a Cloze contact's information when their Chargebee subscription is updated.
  • Send personalized follow-up emails via Cloze for failed Chargebee payments.
  • Track revenue and customer lifetime value from Chargebee in Cloze.
  • Automatically tag contacts in Cloze based on their Chargebee subscription plan.

How does Latenode handle Chargebee webhooks for real-time updates?

Latenode efficiently processes Chargebee webhooks, triggering workflows instantly to keep your Cloze data current without manual updates.

Are there any limitations to the Chargebee and Cloze integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Chargebee subscription structures may require custom JavaScript for advanced transformations.
  • Real-time synchronization depends on the reliability of the Chargebee and Cloze APIs.
  • Initial data migration between Chargebee and Cloze is not automated and must be handled separately.

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