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How to connect Chargebee and Instantly
Create a New Scenario to Connect Chargebee and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Chargebee or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Chargebee node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Chargebee and Instantly 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 Instantly 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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Instantly
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Chargebee, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Chargebee and Instantly (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 Instantly
Chargebee + Instantly + Slack: When a new subscription is created in Chargebee, a lead is created in Instantly to start an email campaign, and a welcome message is sent to the new subscriber in Slack.
Instantly + Chargebee + Google Sheets: Track email campaign performance from Instantly and new customer data from Chargebee in a Google Sheet for reporting and analysis.
Chargebee and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Chargebee and Instantly
How can I connect my Chargebee account to Instantly using Latenode?
To connect your Chargebee account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update subscription info in Instantly?
Yes, you can! Latenode's visual editor allows seamless updates. When a Chargebee subscription changes, Instantly reflects it, improving outreach targeting.
What types of tasks can I perform by integrating Chargebee with Instantly?
Integrating Chargebee with Instantly allows you to perform various tasks, including:
- Automatically adding new Chargebee customers to Instantly email campaigns.
- Removing canceled subscribers from active Instantly email sequences.
- Updating customer information in Instantly based on Chargebee billing events.
- Triggering personalized email sequences in Instantly upon subscription upgrades.
- Segmenting Instantly audiences based on Chargebee subscription tiers.
How does Latenode handle Chargebee webhooks reliably?
Latenode offers robust webhook management, ensuring consistent data flow from Chargebee to your Instantly workflows, preventing data loss.
Are there any limitations to the Chargebee and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Chargebee may require JavaScript for full parsing.
- Rate limits on the Instantly API can impact high-volume data synchronization.
- Real-time data synchronization depends on the availability of both APIs.
