How to Auto-send Emails via Gmail for New Chargebee Subscriptions Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Chargebee and Gmail Integration

To automate email sending via Gmail for new Chargebee subscriptions, start by accessing Pabbly Connect. Once logged in, create a new workflow by clicking on the ‘Create New Workflow’ button. Name this workflow something relevant, like ‘Chargebee to Gmail’. This simple setup is crucial for connecting Chargebee and Gmail through Pabbly Connect.

In the workflow setup, select Chargebee as the trigger application. This allows you to specify that the integration will trigger when a new subscription is created in Chargebee. Using Pabbly Connect, you can easily manage this integration without needing to code.

2. Selecting the Chargebee Trigger Event

Once you have set up Pabbly Connect, the next step is to choose the trigger event. Select ‘New Subscription’ from the list of Chargebee trigger events. This selection ensures that every time a new subscription is created in Chargebee, it will initiate the workflow you are setting up.

After selecting the trigger, you will need to connect your Chargebee account to Pabbly Connect. This is done by entering your Chargebee API key. Once connected, you can test the trigger to confirm that Pabbly Connect is receiving data correctly from Chargebee.

3. Configuring Gmail Action for Email Sending

With the Chargebee trigger set up, the next step is to configure the action that will send emails via Gmail. In this case, select Gmail as the action application within Pabbly Connect. This allows you to specify the action that should take place once a new subscription is detected.

Choose the action event titled ‘Send Email’. You will then need to connect your Gmail account to Pabbly Connect. This process involves authorizing Pabbly Connect to send emails on your behalf. After connecting, you can specify the email details, such as the recipient’s email address, subject line, and body of the email.

4. Testing the Integration for Success

After configuring the Gmail action, it’s important to test the entire integration to ensure everything works as expected. Within Pabbly Connect, you can run a test to simulate a new subscription in Chargebee. This test will trigger the email sending action in Gmail.

Check your Gmail inbox to confirm that the email has been sent successfully. If the email appears as intended, your integration is working correctly. If there are issues, Pabbly Connect provides options to troubleshoot and adjust settings as needed.

5. Activating Your Pabbly Connect Workflow

Once you have successfully tested the integration, the final step is to activate your workflow in Pabbly Connect. This activation allows the automation to run continuously in the background. From now on, every time a new subscription is created in Chargebee, an email will be automatically sent via Gmail.

To activate, simply toggle the switch to ‘On’ for your workflow in Pabbly Connect. This ensures that your email notifications for new Chargebee subscriptions are fully automated and functioning seamlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate email sending via Gmail for new Chargebee subscriptions. By following these steps, you can enhance your subscription management process efficiently.