Chargebee integration

Subscription billing and revenue operations platform for managing customers and subscriptions. Use Chargebee from Zoft voice agents, chat agents, workflows and AI employees.

Account details
5 actions
8 triggers

Get early access Talk to sales

Starts withPayment Failed
ZoftAgent or workflow decides what happens next
Then in ChargebeeCreate Customer
AndCreate Subscription

Illustrative flow built from Chargebee’s real triggers and actions.

Zoft + Chargebee

What Zoft can do with Chargebee.

01Voice agentsA phone agent can use Chargebee actions such as Create Customer and Create Subscription during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Chargebee while it talks to the customer.
03WorkflowsStart a workflow when “Payment Failed” happens in Chargebee, or use Chargebee as any step on the canvas.
04AI employeesAn AI employee can find and use Chargebee actions on its own, and ask for your approval before it sends or changes anything important.

Actions 5

Things Zoft can do in Chargebee.

Get CustomerRetrieve a customer from Chargebee by ID.
Create CustomerCreate a customer in Chargebee.
Custom API CallMake a custom API call to a specific endpoint
Cancel SubscriptionCancel a Chargebee subscription immediately, at end of term, or on a specific date.
Create SubscriptionCreate a subscription for an existing customer using a Chargebee item price.

Triggers 8

Events in Chargebee that can start a workflow.

Payment FailedTriggers when a payment attempt fails. Useful for dunning and retry workflows.
Customer CreatedTriggers when a new customer is created in Chargebee.
Invoice GeneratedTriggers when a new invoice is generated for a subscription.
Payment SucceededTriggers when a payment is successfully collected.
Subscription ChangedTriggers when a subscription is updated — plan change, quantity, or add-ons.
Subscription CreatedTriggers when a new subscription is created for a customer.
Subscription RenewedTriggers when a subscription is successfully renewed.
Subscription CancelledTriggers when a subscription is cancelled.

Setup

Connect Chargebee in three steps.

01ConnectChoose Chargebee in Connections and enter the account details Chargebee asks for, such as a store name or token.
02Put it to workAdd Chargebee as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Accounting

FAQ

Chargebee on Zoft, answered.

What can Zoft do with Chargebee?

Zoft supports 5 actions and 8 triggers for Chargebee. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Chargebee to Zoft?

Choose Chargebee in Connections and enter the account details Chargebee asks for, such as a store name or token.

Can a voice agent or chat agent use Chargebee?

Yes. Once Chargebee is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Chargebee without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Chargebee to work in your operation.