Chargebee Smartsheet Integration using AI Agents
Appy Pie Automate allows you to Integrate Chargebee with Smartsheet using AI Agents
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- 7 days free trial
- Lightning Fast Setup
Simplify Chargebee Smartsheet Integration with seamless setup
Easily set up Chargebee Smartsheet Integration without coding. Start automating your workflows and Integrate Chargebee with Smartsheet today.
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Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
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New Customer
Triggers when a customer is created.
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New Invoice
Triggers when a new invoice is generated(with line item support).
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New Payment
Triggers when a payment is collected successfully.
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New Subscription
Triggers when a subscription is created.
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Payment Failure
Triggers when a payment fails.
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Subscription Cancellation
Triggers when a subscription is cancelled.
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
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Subscription Pause
Triggers when a subscription is paused.
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Subscription Resumption
Triggers when a paused subscription is resumed.
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New Attachment
Triggers whenever a new attachment is added to a row.
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New Comment
Triggers every time a new comment is added.
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New Row
Triggers whenever a new row is added.
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Updated Row
Triggers every time a row is updated.
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Change Next Billing Date
Updates next billing date of a subscription.
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Create Customer
Creates a new customer in Chargebee.
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Create Subscription
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
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Pause Subscription
Pauses a subscription in Chargebee.
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Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
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Resume Subscription
Resumes a paused subscription in Chargebee
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Update Customer
Updates customer details in Chargebee.
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Add Attachment to Row
Adds a file attachment to a row.
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Add Row to Sheet
Add a row to a sheet.
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Copy Row
Duplicates row to another sheet.
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Copy Workspace
Creates a copy of the specified Workspace.
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Create Workspace
Creates a Workspace.
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Move Row
Moves row to another sheet.
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Send Row
Send a row via email.
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Share Sheet
Share a sheet.
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Share Workspace
Share a workspace.
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Update Row
Refresh an existing row with new values. A row ID is required.
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Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
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New Customer
Triggers when a customer is created.
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New Invoice
Triggers when a new invoice is generated(with line item support).
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New Payment
Triggers when a payment is collected successfully.
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New Subscription
Triggers when a subscription is created.
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Payment Failure
Triggers when a payment fails.
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Subscription Cancellation
Triggers when a subscription is cancelled.
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
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Subscription Pause
Triggers when a subscription is paused.
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Subscription Resumption
Triggers when a paused subscription is resumed.
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New Attachment
Triggers whenever a new attachment is added to a row.
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New Comment
Triggers every time a new comment is added.
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New Row
Triggers whenever a new row is added.
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Updated Row
Triggers every time a row is updated.
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Change Next Billing Date
Updates next billing date of a subscription.
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Create Customer
Creates a new customer in Chargebee.
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Create Subscription
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
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Pause Subscription
Pauses a subscription in Chargebee.
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Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
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Resume Subscription
Resumes a paused subscription in Chargebee
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Update Customer
Updates customer details in Chargebee.
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Add Attachment to Row
Adds a file attachment to a row.
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Add Row to Sheet
Add a row to a sheet.
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Copy Row
Duplicates row to another sheet.
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Copy Workspace
Creates a copy of the specified Workspace.
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Create Workspace
Creates a Workspace.
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Move Row
Moves row to another sheet.
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Send Row
Send a row via email.
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Share Sheet
Share a sheet.
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Share Workspace
Share a workspace.
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Update Row
Refresh an existing row with new values. A row ID is required.
How Chargebee and Smartsheet Integrations Work
Follow the steps below to start setting up your Chargebee integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Chargebee as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Smartsheet as the action app from the list.
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Step 3: Authenticate
Connect your Smartsheet account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Chargebee to Smartsheet & your AI Agent is ready!
Popular Templates for Chargebee and Smartsheet Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Copy Workspace in Smartsheet when Subscription Resumption is added to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Copy Workspace
Create Workspace from Smartsheet from Subscription Resumption to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Create Workspace
Copy Row in Smartsheet when Subscription Resumption is added to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Copy Row
Send Row in Smartsheet when Subscription Resumption is added to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Send Row
Share Workspace in Smartsheet when Subscription Resumption is added to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when Subscription Resumption is added to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Add Attachment to Row
Move Row in Smartsheet when Subscription Resumption is added to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Move Row
Add Row to Sheet in Smartsheet when Subscription Resumption is added to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when Subscription Resumption is added to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Share Sheet
Update Row in Smartsheet when Subscription Resumption is added to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Update Row
Copy Workspace in Smartsheet when New Subscription is created in Chargebee
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When this happens:
New Subscription
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Then do this:
Copy Workspace
Create Workspace to Smartsheet from New Subscription in Chargebee
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When this happens:
New Subscription
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Then do this:
Create Workspace
Copy Row in Smartsheet when New Subscription is created in Chargebee
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When this happens:
New Subscription
-
Then do this:
Copy Row
Send Row in Smartsheet when New Subscription is created in Chargebee
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When this happens:
New Subscription
-
Then do this:
Send Row
Share Workspace in Smartsheet when New Subscription is created in Chargebee
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When this happens:
New Subscription
-
Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when New Subscription is created in Chargebee
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When this happens:
New Subscription
-
Then do this:
Add Attachment to Row
Move Row in Smartsheet when New Subscription is created in Chargebee
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When this happens:
New Subscription
-
Then do this:
Move Row
Add Row to Sheet in Smartsheet when New Subscription is created in Chargebee
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When this happens:
New Subscription
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Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when New Subscription is created in Chargebee
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When this happens:
New Subscription
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Then do this:
Share Sheet
Update Row in Smartsheet when New Subscription is created in Chargebee
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When this happens:
New Subscription
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Then do this:
Update Row
Copy Workspace in Smartsheet when New Payment is created in Chargebee
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When this happens:
New Payment
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Then do this:
Copy Workspace
Create Workspace to Smartsheet from New Payment in Chargebee
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When this happens:
New Payment
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Then do this:
Create Workspace
Copy Row in Smartsheet when New Payment is created in Chargebee
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When this happens:
New Payment
-
Then do this:
Copy Row
Send Row in Smartsheet when New Payment is created in Chargebee
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When this happens:
New Payment
-
Then do this:
Send Row
Share Workspace in Smartsheet when New Payment is created in Chargebee
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When this happens:
New Payment
-
Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when New Payment is created in Chargebee
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When this happens:
New Payment
-
Then do this:
Add Attachment to Row
Move Row in Smartsheet when New Payment is created in Chargebee
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When this happens:
New Payment
-
Then do this:
Move Row
Add Row to Sheet in Smartsheet when New Payment is created in Chargebee
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When this happens:
New Payment
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Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when New Payment is created in Chargebee
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When this happens:
New Payment
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Then do this:
Share Sheet
Update Row in Smartsheet when New Payment is created in Chargebee
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When this happens:
New Payment
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Then do this:
Update Row
Copy Workspace in Smartsheet when New Customer is created in Chargebee
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When this happens:
New Customer
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Then do this:
Copy Workspace
Create Workspace to Smartsheet from New Customer in Chargebee
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When this happens:
New Customer
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Then do this:
Create Workspace
Copy Row in Smartsheet when New Customer is created in Chargebee
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When this happens:
New Customer
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Then do this:
Copy Row
Send Row in Smartsheet when New Customer is created in Chargebee
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When this happens:
New Customer
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Then do this:
Send Row
Share Workspace in Smartsheet when New Customer is created in Chargebee
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When this happens:
New Customer
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Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when New Customer is created in Chargebee
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When this happens:
New Customer
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Then do this:
Add Attachment to Row
Move Row in Smartsheet when New Customer is created in Chargebee
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When this happens:
New Customer
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Then do this:
Move Row
Add Row to Sheet in Smartsheet when New Customer is created in Chargebee
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When this happens:
New Customer
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Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when New Customer is created in Chargebee
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When this happens:
New Customer
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Then do this:
Share Sheet
Update Row in Smartsheet when New Customer is created in Chargebee
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When this happens:
New Customer
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Then do this:
Update Row
Copy Workspace in Smartsheet when Subscription Cancellation is added to Chargebee
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When this happens:
Subscription Cancellation
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Then do this:
Copy Workspace
Create Workspace from Smartsheet from Subscription Cancellation to Chargebee
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When this happens:
Subscription Cancellation
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Then do this:
Create Workspace
Copy Row in Smartsheet when Subscription Cancellation is added to Chargebee
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When this happens:
Subscription Cancellation
-
Then do this:
Copy Row
Send Row in Smartsheet when Subscription Cancellation is added to Chargebee
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When this happens:
Subscription Cancellation
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Then do this:
Send Row
Share Workspace in Smartsheet when Subscription Cancellation is added to Chargebee
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When this happens:
Subscription Cancellation
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Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when Subscription Cancellation is added to Chargebee
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When this happens:
Subscription Cancellation
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Then do this:
Add Attachment to Row
Move Row in Smartsheet when Subscription Cancellation is added to Chargebee
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When this happens:
Subscription Cancellation
-
Then do this:
Move Row
Add Row to Sheet in Smartsheet when Subscription Cancellation is added to Chargebee
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When this happens:
Subscription Cancellation
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Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when Subscription Cancellation is added to Chargebee
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When this happens:
Subscription Cancellation
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Then do this:
Share Sheet
Update Row in Smartsheet when Subscription Cancellation is added to Chargebee
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When this happens:
Subscription Cancellation
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Then do this:
Update Row
Copy Workspace in Smartsheet when Subscription Pause is added to Chargebee
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When this happens:
Subscription Pause
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Then do this:
Copy Workspace
Create Workspace from Smartsheet from Subscription Pause to Chargebee
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When this happens:
Subscription Pause
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Then do this:
Create Workspace
Copy Row in Smartsheet when Subscription Pause is added to Chargebee
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When this happens:
Subscription Pause
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Then do this:
Copy Row
Send Row in Smartsheet when Subscription Pause is added to Chargebee
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When this happens:
Subscription Pause
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Then do this:
Send Row
Share Workspace in Smartsheet when Subscription Pause is added to Chargebee
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When this happens:
Subscription Pause
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Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when Subscription Pause is added to Chargebee
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When this happens:
Subscription Pause
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Then do this:
Add Attachment to Row
Move Row in Smartsheet when Subscription Pause is added to Chargebee
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When this happens:
Subscription Pause
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Then do this:
Move Row
Add Row to Sheet in Smartsheet when Subscription Pause is added to Chargebee
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When this happens:
Subscription Pause
-
Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when Subscription Pause is added to Chargebee
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When this happens:
Subscription Pause
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Then do this:
Share Sheet
Update Row in Smartsheet when Subscription Pause is added to Chargebee
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When this happens:
Subscription Pause
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Then do this:
Update Row
Copy Workspace in Smartsheet when New Invoice is created in Chargebee
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When this happens:
New Invoice
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Then do this:
Copy Workspace
Create Workspace to Smartsheet from New Invoice in Chargebee
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When this happens:
New Invoice
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Then do this:
Create Workspace
Copy Row in Smartsheet when New Invoice is created in Chargebee
-
When this happens:
New Invoice
-
Then do this:
Copy Row
Send Row in Smartsheet when New Invoice is created in Chargebee
-
When this happens:
New Invoice
-
Then do this:
Send Row
Share Workspace in Smartsheet when New Invoice is created in Chargebee
-
When this happens:
New Invoice
-
Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when New Invoice is created in Chargebee
-
When this happens:
New Invoice
-
Then do this:
Add Attachment to Row
Move Row in Smartsheet when New Invoice is created in Chargebee
-
When this happens:
New Invoice
-
Then do this:
Move Row
Add Row to Sheet in Smartsheet when New Invoice is created in Chargebee
-
When this happens:
New Invoice
-
Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when New Invoice is created in Chargebee
-
When this happens:
New Invoice
-
Then do this:
Share Sheet
Update Row in Smartsheet when New Invoice is created in Chargebee
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When this happens:
New Invoice
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Then do this:
Update Row
Copy Workspace in Smartsheet when Payment Failure is added to Chargebee
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When this happens:
Payment Failure
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Then do this:
Copy Workspace
Create Workspace from Smartsheet from Payment Failure to Chargebee
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When this happens:
Payment Failure
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Then do this:
Create Workspace
Copy Row in Smartsheet when Payment Failure is added to Chargebee
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When this happens:
Payment Failure
-
Then do this:
Copy Row
Send Row in Smartsheet when Payment Failure is added to Chargebee
-
When this happens:
Payment Failure
-
Then do this:
Send Row
Share Workspace in Smartsheet when Payment Failure is added to Chargebee
-
When this happens:
Payment Failure
-
Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when Payment Failure is added to Chargebee
-
When this happens:
Payment Failure
-
Then do this:
Add Attachment to Row
Move Row in Smartsheet when Payment Failure is added to Chargebee
-
When this happens:
Payment Failure
-
Then do this:
Move Row
Add Row to Sheet in Smartsheet when Payment Failure is added to Chargebee
-
When this happens:
Payment Failure
-
Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when Payment Failure is added to Chargebee
-
When this happens:
Payment Failure
-
Then do this:
Share Sheet
Update Row in Smartsheet when Payment Failure is added to Chargebee
-
When this happens:
Payment Failure
-
Then do this:
Update Row
Copy Workspace in Smartsheet when Customer Details Updates is added to Chargebee
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When this happens:
Customer Details Updates
-
Then do this:
Copy Workspace
Create Workspace from Smartsheet from Customer Details Updates to Chargebee
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When this happens:
Customer Details Updates
-
Then do this:
Create Workspace
Copy Row in Smartsheet when Customer Details Updates is added to Chargebee
-
When this happens:
Customer Details Updates
-
Then do this:
Copy Row
Send Row in Smartsheet when Customer Details Updates is added to Chargebee
-
When this happens:
Customer Details Updates
-
Then do this:
Send Row
Share Workspace in Smartsheet when Customer Details Updates is added to Chargebee
-
When this happens:
Customer Details Updates
-
Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when Customer Details Updates is added to Chargebee
-
When this happens:
Customer Details Updates
-
Then do this:
Add Attachment to Row
Move Row in Smartsheet when Customer Details Updates is added to Chargebee
-
When this happens:
Customer Details Updates
-
Then do this:
Move Row
Add Row to Sheet in Smartsheet when Customer Details Updates is added to Chargebee
-
When this happens:
Customer Details Updates
-
Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when Customer Details Updates is added to Chargebee
-
When this happens:
Customer Details Updates
-
Then do this:
Share Sheet
Update Row in Smartsheet when Customer Details Updates is added to Chargebee
-
When this happens:
Customer Details Updates
-
Then do this:
Update Row
Copy Workspace in Smartsheet when Subscription Cancellation Scheduled is added to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Copy Workspace
Create Workspace from Smartsheet from Subscription Cancellation Scheduled to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Create Workspace
Copy Row in Smartsheet when Subscription Cancellation Scheduled is added to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Copy Row
Send Row in Smartsheet when Subscription Cancellation Scheduled is added to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Send Row
Share Workspace in Smartsheet when Subscription Cancellation Scheduled is added to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when Subscription Cancellation Scheduled is added to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Add Attachment to Row
Move Row in Smartsheet when Subscription Cancellation Scheduled is added to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Move Row
Add Row to Sheet in Smartsheet when Subscription Cancellation Scheduled is added to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when Subscription Cancellation Scheduled is added to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Share Sheet
Update Row in Smartsheet when Subscription Cancellation Scheduled is added to Chargebee
-
When this happens:
Subscription Cancellation Scheduled
-
Then do this:
Update Row
Copy Workspace in Smartsheet when Subscription Details Updates is added to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Copy Workspace
Create Workspace from Smartsheet from Subscription Details Updates to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Create Workspace
Copy Row in Smartsheet when Subscription Details Updates is added to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Copy Row
Send Row in Smartsheet when Subscription Details Updates is added to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Send Row
Share Workspace in Smartsheet when Subscription Details Updates is added to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Share Workspace
Add Attachment to Row in Smartsheet when Subscription Details Updates is added to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Add Attachment to Row
Move Row in Smartsheet when Subscription Details Updates is added to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Move Row
Add Row to Sheet in Smartsheet when Subscription Details Updates is added to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Add Row to Sheet
Share Sheet in Smartsheet when Subscription Details Updates is added to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Share Sheet
Update Row in Smartsheet when Subscription Details Updates is added to Chargebee
-
When this happens:
Subscription Details Updates
-
Then do this:
Update Row
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.
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Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.
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The integration between Chargebee and Smartsheet is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Chargebee and Smartsheet. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Chargebee with Smartsheet, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Chargebee-Smartsheet integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Chargebee and Smartsheet integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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