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How to connect Chargebee and OpenPhone
Create a New Scenario to Connect Chargebee and OpenPhone
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 OpenPhone will be your first step. To do this, click "Choose an app," find Chargebee or OpenPhone, 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 OpenPhone Node
Next, click the plus (+) icon on the Chargebee node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
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Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Chargebee and OpenPhone 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 OpenPhone 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, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between Chargebee and OpenPhone (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 OpenPhone
Chargebee + OpenPhone + Slack: When a new subscription is created in Chargebee, initiate a welcome call via OpenPhone and send a notification to a designated Slack channel.
OpenPhone + Chargebee + HubSpot: When a call event is triggered in OpenPhone, log the call details against the corresponding customer profile in Chargebee. If the customer doesn't exist, create a new contact in HubSpot; otherwise, update the existing contact.
Chargebee and OpenPhone 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 OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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See how Latenode works
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FAQ Chargebee and OpenPhone
How can I connect my Chargebee account to OpenPhone using Latenode?
To connect your Chargebee account to OpenPhone 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 OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate SMS follow-ups for new Chargebee subscriptions?
Yes, you can! Latenode's visual editor makes it easy to trigger SMS messages in OpenPhone for every new Chargebee subscription, ensuring timely engagement without manual work.
What types of tasks can I perform by integrating Chargebee with OpenPhone?
Integrating Chargebee with OpenPhone allows you to perform various tasks, including:
- Send a welcome SMS via OpenPhone upon new Chargebee subscription.
- Update OpenPhone contacts when Chargebee customer details are updated.
- Trigger OpenPhone call when a Chargebee subscription is canceled.
- Create OpenPhone task for failed Chargebee payment.
- Send payment reminders via OpenPhone based on Chargebee invoice due dates.
Can I use JavaScript to transform Chargebee data in Latenode?
Yes! Latenode lets you use JavaScript to manipulate Chargebee data for advanced workflows, offering unmatched flexibility beyond basic integrations.
Are there any limitations to the Chargebee and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits of Chargebee and OpenPhone APIs apply.
- Historical data migration requires custom workflow design.
