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How to connect Cloze and Chargebee
Create a New Scenario to Connect Cloze and Chargebee
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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Chargebee will be your first step. To do this, click "Choose an app," find Cloze or Chargebee, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Chargebee Node
Next, click the plus (+) icon on the Cloze node, select Chargebee from the list of available apps, and choose the action you need from the list of nodes within Chargebee.
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Authenticate Chargebee
Now, click the Chargebee node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Chargebee settings. Authentication allows you to use Chargebee through Latenode.
Configure the Cloze and Chargebee 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 Cloze and Chargebee 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 Cloze, Chargebee, 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 Cloze and Chargebee integration works as expected. Depending on your setup, data should flow between Cloze and Chargebee (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and Chargebee
Chargebee + Cloze + Slack: When a customer's subscription is created in Chargebee, their contact details are created or updated in Cloze. A notification is then sent to a Slack channel to inform the sales team.
Chargebee + Cloze + QuickBooks: When a new subscription is created in Chargebee, a customer profile is created in Cloze and an invoice is created in QuickBooks.
Cloze and Chargebee integration alternatives
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.
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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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FAQ Cloze and Chargebee
How can I connect my Cloze account to Chargebee using Latenode?
To connect your Cloze account to Chargebee on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Chargebee accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze deals on new Chargebee subscriptions?
Yes, you can! Latenode lets you sync data in real time. Update Cloze deals instantly when new subscriptions are created in Chargebee, improving sales visibility.
What types of tasks can I perform by integrating Cloze with Chargebee?
Integrating Cloze with Chargebee allows you to perform various tasks, including:
- Create new Cloze leads from new Chargebee subscriptions.
- Update Cloze opportunities when a Chargebee subscription changes status.
- Trigger personalized email sequences in Cloze for new Chargebee customers.
- Log Chargebee payment events in Cloze as activities.
- Calculate MRR and ARR from Chargebee data and visualize in Cloze dashboards.
Can I use JavaScript to transform data between Cloze and Chargebee?
Yes! Latenode’s JavaScript code blocks let you transform and map data as needed, handling complex data manipulations easily.
Are there any limitations to the Cloze and Chargebee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization is subject to API rate limits of Cloze and Chargebee.
- Complex data transformations may require JavaScript coding knowledge.
- Initial setup requires understanding of both Cloze and Chargebee data structures.
