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How to connect Chargebee and Vitally
Create a New Scenario to Connect Chargebee and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Chargebee or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Chargebee node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Chargebee and Vitally 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 Vitally 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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Vitally
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Chargebee, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Chargebee and Vitally (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 Vitally
Chargebee + Vitally + Slack: When a new customer subscribes in Chargebee, a new user profile is created in Vitally, and a notification is sent to a Slack channel.
Vitally + Chargebee + Salesforce: When a user is updated in Vitally, fetch their subscription details from Chargebee and update the corresponding account in Salesforce.
Chargebee and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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See how Latenode works
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FAQ Chargebee and Vitally
How can I connect my Chargebee account to Vitally using Latenode?
To connect your Chargebee account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally segments based on Chargebee subscription changes?
Yes, you can! Latenode’s real-time triggers enable instant updates, keeping your customer segments accurate and ensuring personalized engagement based on subscription status.
What types of tasks can I perform by integrating Chargebee with Vitally?
Integrating Chargebee with Vitally allows you to perform various tasks, including:
- Creating new Vitally users upon new Chargebee subscriptions.
- Updating user attributes in Vitally when Chargebee subscription details change.
- Adding users to specific Vitally segments based on Chargebee plan.
- Triggering personalized messages in Vitally based on Chargebee events.
- Calculating MRR and other metrics in Vitally using Chargebee data.
Can I use custom JavaScript to transform Chargebee data before sending it to Vitally?
Absolutely! Latenode's JavaScript code blocks allow you to manipulate Chargebee data, ensuring it perfectly matches Vitally’s requirements.
Are there any limitations to the Chargebee and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync may take time depending on the size of your Chargebee data.
- Complex custom field mappings require careful configuration and testing.
- Rate limits of Chargebee and Vitally APIs may affect large-scale automation.
