Connect Docupilot and Chargebee integrations
Connect Docupilot and Chargebee with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docupilot and Chargebee to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Create document from selected template
Adds a promotional credit.
Collects the payments for "payment_due" and "not_paid" invoices.
Creates a new coupon.
Creates a new customer.
Creates an invoice.
Creates a new subscription. Works only for website version 2.0.
Deducts a promotional credit.
Deletes a coupon.
Deletes a customer.
Deletes an invoice
Deletes a subscription.
Performs an arbitrary authorized API call.
Records an offline payment for an invoice.
Refunds an invoice.
Retrieves a coupon.
Retrieves the customer identified by the unique identifier.
Retrieves an invoice for the specified invoice id.
Retrieves a link for downloading the invoice.
Retrieves a promotional credit.
Retrieves the subscription identified by the 'subscription id'.
Retrieve a transaction identified by its unique id.
Sets a promotional credit.
Updates a coupon.
Updates a customer.
Updates an invoice.
Updates the existing subscription. Works only for website version 2.0.
Retrieves the list of coupons based on specified criteria.
Retrieves the list of customers based on specified criteria.
Retrieves the list of invoices based on specified criteria.
Retrieves the list of promotional credits.
Retrieves the list of subscriptions based on specified criteria.
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Build your Docupilot and Chargebee integrations.
Create custom Docupilot and Chargebee workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a promotional credit.
Collects the payments for "payment_due" and "not_paid" invoices.
Creates a new coupon.
Creates a new customer.
Create document from selected template
Creates a new subscription. Works only for website version 2.0.
Creates an invoice.
Deducts a promotional credit.
Deletes a coupon.
Popular Docupilot and Chargebee workflows.
Looking to get more out of Docupilot and Chargebee? With Make you can visually integrate Docupilot and Chargebee into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a customer and send a survey in Retently from a new Chargebee invoice
Every time a new Chargebee invoice is created, Make will automatically create a customer and send a survey in Retently.
TRY IT ->Send new Chargebee subscriptions gained to Databox
Whenever you gain a new subscriber in your Chargebee account, Make will automatically update the number of subscribers in Databox.
TRY IT ->Send new Chargebee Customers to Databox
Every time a new customer is created in Chargebee, Make will automatically update the number of your new customers in Databox.
TRY IT ->Send new New Chargebee Inovices created in Databox
Every time a new invoice is created in Chargebee, Make will automatically push that information to Databox.
TRY IT ->Generate Docupilot documents from Airtable records
This template helps you create a Personalized document for each record matching a specific keyword in Airtable. This template requires to make a copy of this [airtable model](https://airtable.com/templates/entrepreneurship/expQrNqXl4bUBrb8B/fundraising-crm).
TRY IT ->Create Zoho Invoices from Chargebee invoices
Every time a new chargebee invoice is created, Make will automatically create a new invoice in Zoho Invoice.
TRY IT ->Create Docupilot product sheets for all Shopify items
Let Make create automatically a Product Sheet for every item in your Shopify store. This template requires to make a copy of this [example document](https://drive.google.com/file/d/1k7eYWN91FsW_xRcSikTsQr74OVJ2vw45/view?usp=sharing) and to upload it as a template on Docupilot.
TRY IT ->Create Docupilot invoices automatically from new Google Sheets rows
Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create an invoice from a Docupilot template. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1_9c7rHfebaiBR5llkuOcGxK0WgY7z6j9H6M9I3dujAE/edit?usp=sharing).
TRY IT ->Create Docupilot documents from new Jotform submissions
Every time a user fills out your Jotform form, Make will automatically create a new Docupilot document based on the data submitted. This template uses [this example](https://www.jotform.com/form-templates/product-purchase-order-form) from Jotform.
TRY IT ->
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