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How to connect Chargebee and Contacts+
Create a New Scenario to Connect Chargebee and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Chargebee or Contacts+, 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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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 Contacts+ Node
Next, click the plus (+) icon on the Chargebee node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Chargebee and Contacts+ 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 Contacts+ 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Chargebee, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Chargebee and Contacts+ (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 Contacts+
Chargebee + Contacts+ + Google Sheets: When a new subscription is created in Chargebee, the customer's contact information is fetched from Contacts+ and then added as a new row in a Google Sheet for tracking and reporting purposes.
Contacts+ + Chargebee + Slack: When a contact is updated in Contacts+ (presumably becoming a customer), the automation checks if they have a subscription in Chargebee. If a subscription exists (meaning they are now a paying customer), a message is sent to a designated Slack channel to alert the sales team.
Chargebee and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ Chargebee and Contacts+
How can I connect my Chargebee account to Contacts+ using Latenode?
To connect your Chargebee account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Contacts+ when a Chargebee subscription changes?
Yes, you can! Latenode allows real-time updates using webhooks, ensuring your Contacts+ data reflects the latest Chargebee subscription status. This keeps contact information accurate.
What types of tasks can I perform by integrating Chargebee with Contacts+?
Integrating Chargebee with Contacts+ allows you to perform various tasks, including:
- Automatically creating new Contacts+ contacts from new Chargebee subscriptions.
- Updating contact details in Contacts+ when a Chargebee subscription is updated.
- Adding tags in Contacts+ for customers based on their Chargebee subscription plan.
- Triggering email campaigns in Contacts+ when a customer upgrades their Chargebee plan.
- Segmenting Contacts+ lists based on Chargebee subscription status for targeted outreach.
How secure is my Chargebee data when using Latenode integrations?
Latenode employs robust encryption and security protocols to ensure your Chargebee data remains protected throughout the integration process.
Are there any limitations to the Chargebee and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require manual setup for large datasets.
- Custom fields in Chargebee may need specific mapping configurations.
- Complex conditional logic might require JavaScript for advanced scenarios.
