Automatically Send Slack Messages for New Chargebee Subscriptions Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Chargebee and Slack Integration

To begin the integration process, access Pabbly Connect. This platform allows you to automate workflows between Chargebee and Slack efficiently. Start by signing into your Pabbly Connect account and navigate to the ‘Create Workflow’ section.

In this section, you will need to name your workflow. For example, you can name it ‘Chargebee to Slack Notifications’. This helps you identify the workflow easily later. After naming, click on the ‘Create’ button to proceed.

Pabbly Connect will now prompt you to select a trigger application. Choose Chargebee as the trigger app since we want to send notifications for new subscriptions. This setup is crucial for automating the message sending process.

2. Selecting Chargebee Trigger for New Subscriptions

After selecting Chargebee as the trigger app, you will need to select the trigger event. Choose ‘New Subscription’ from the list of available triggers. This selection ensures that every time a new subscription is created in Chargebee, Pabbly Connect will initiate the workflow.

Next, connect your Chargebee account with Pabbly Connect by providing the necessary API keys or authentication details. This step is vital for allowing Pabbly Connect to access your Chargebee data securely.

Once connected, you can test the trigger to ensure that Pabbly Connect can fetch new subscription data from Chargebee. This verification step confirms that the integration is correctly set up before proceeding to Slack.

3. Setting Up Slack Action to Send Notifications

Now that the trigger is configured, it’s time to set up the action in Slack. Select Slack as your action application in Pabbly Connect. This action will send a message to a specific Slack channel whenever a new subscription occurs in Chargebee.

Choose the action event as ‘Send Channel Message’. This option allows you to specify the channel where the notification will be sent. Ensure you have the correct permissions to post messages in the selected channel.

Connect your Slack account by following the prompts in Pabbly Connect. You will need to authorize Pabbly Connect to post messages on your behalf. After successful authorization, configure the message content. You can personalize the message by including details from the Chargebee subscription, such as the subscriber’s name and subscription plan.

4. Testing the Integration Between Chargebee and Slack

After setting up the message configuration, Pabbly Connect allows you to test the integration. Click on the ‘Test & Review’ button to send a test message to your selected Slack channel. This step is crucial to ensure that your integration works as expected.

Check your Slack channel to confirm that the test message has been received. If the message appears correctly, it indicates that the integration is functioning properly. If not, revisit the configuration steps to ensure everything is set up accurately.

Once testing is successful, you can activate the workflow. This activation means that every new subscription created in Chargebee will automatically trigger a message to be sent to your Slack channel.

5. Finalizing and Activating Your Pabbly Connect Workflow

To finalize your integration, ensure all settings are saved in Pabbly Connect. Click on the ‘Save’ button to store your workflow configuration. This step is essential to maintain the integrity of your automation.

Now, activate your workflow by toggling the switch to ‘On’. This action will enable Pabbly Connect to actively monitor Chargebee for new subscriptions and send notifications to Slack automatically.

Congratulations! You have successfully set up an integration between Chargebee and Slack using Pabbly Connect. This automation will streamline your notification process and keep your team informed about new subscriptions in real-time.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically send Slack messages for new Chargebee subscriptions. This integration streamlines communication and ensures timely updates for your team.