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How to connect Instantly and Chargebee
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Chargebee will be your first step. To do this, click "Choose an app," find Instantly or Chargebee, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Chargebee Node
Next, click the plus (+) icon on the Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Chargebee integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Chargebee
Chargebee + Instantly + Slack: When a new subscription is created in Chargebee, a new lead is created in Instantly, and a notification is sent to a designated Slack channel.
Chargebee + Instantly + Google Sheets: When a new subscription is created in Chargebee, and a new lead is created in Instantly, the subscription data and lead data are added as a new row in a Google Sheet for reporting purposes.
Instantly and Chargebee integration alternatives
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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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 Instantly and Chargebee
How can I connect my Instantly account to Chargebee using Latenode?
To connect your Instantly account to Chargebee on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Chargebee accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Chargebee subscriptions based on Instantly campaign performance?
Yes, you can! Latenode allows seamless updates using visual logic, ensuring accurate subscription tiers based on Instantly data and preventing revenue loss due to outdated information.
What types of tasks can I perform by integrating Instantly with Chargebee?
Integrating Instantly with Chargebee allows you to perform various tasks, including:
- Create Chargebee subscriptions upon successful Instantly lead generation.
- Update customer details in Chargebee based on Instantly profile data.
- Trigger targeted Instantly email sequences based on Chargebee subscription changes.
- Automatically cancel subscriptions in Chargebee after Instantly unsubscribe events.
- Analyze campaign ROI in Chargebee using Instantly engagement metrics.
Can I use JavaScript to transform Instantly data before sending it to Chargebee?
Yes! Latenode allows you to use JavaScript code blocks to customize and transform Instantly data to precisely fit Chargebee's data requirements.
Are there any limitations to the Instantly and Chargebee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Instantly may require JavaScript for accurate mapping.
- Real-time sync depends on the API request limits of both Instantly and Chargebee.
- Historical data migration requires manual setup and careful data mapping.
