Auto-send Slack Channel Message for Every Chargebee Invoice Created Using Pabbly Connect

Learn how to auto-send Slack messages for every Chargebee invoice created using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Chargebee and Slack Integration

To start the integration, first, access Pabbly Connect. This platform allows you to automate workflows between Chargebee and Slack effortlessly. Begin by creating a free account on the Pabbly Connect website.

Once logged in, navigate to the dashboard where you can set up a new workflow. Here, you will choose Chargebee as the trigger application, which will initiate the workflow every time an invoice is created.

Configuring Chargebee Trigger in Pabbly Connect

In this section, you will configure the Chargebee trigger in Pabbly Connect. Start by selecting Chargebee from the list of applications. Choose the trigger event labeled ‘New Invoice Created’. This ensures that the workflow is activated whenever a new invoice is generated.

Next, you will need to connect your Chargebee account by providing the necessary API keys. Follow these steps to complete the configuration:

• Log into your Chargebee account and navigate to API settings.
• Copy the API key and paste it into the Pabbly Connect interface.
• Click the ‘Test’ button to verify the connection.

Once the connection is verified, you can proceed to the next step of setting up the Slack integration.

Setting Up Slack Action in Pabbly Connect

After configuring the Chargebee trigger, the next step is to set up Slack as the action application in Pabbly Connect. Select Slack from the list of applications and choose the action event as ‘Send Channel Message’. This will allow you to send a message to your chosen Slack channel whenever a new invoice is created in Chargebee.

To connect your Slack account, follow these instructions:

• Authorize Pabbly Connect to access your Slack workspace.
• Select the channel where you want the messages to be sent.
• Customize the message format to include relevant invoice details.

Once you’ve set up the message format, proceed to test the action to ensure everything is working correctly.

Finalizing the Integration in Pabbly Connect

With both Chargebee and Slack configured in Pabbly Connect, it’s time to finalize the integration. Make sure to review all settings for accuracy. You can enable the workflow by toggling the switch to ‘On’. This will activate the automation, allowing messages to be sent to Slack automatically for every new Chargebee invoice.

To ensure the integration works seamlessly, create a test invoice in Chargebee. Once created, check the designated Slack channel to verify that the message has been sent successfully. This step confirms that your integration is functioning as intended.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate sending Slack messages for every Chargebee invoice created. This integration streamlines communication and ensures your team stays informed about new invoices efficiently.