Learn how to automate sending Slack notifications for new Chargebee subscriptions using Pabbly Connect with this step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.
Watch Step By Step Video Tutorial Below
Setting Up Pabbly Connect for Chargebee and Slack Integration
To start sending Slack notifications for new Chargebee subscriptions, you first need to set up Pabbly Connect. This tool allows you to automate the workflow without any coding skills. Begin by signing into your Pabbly account and navigating to the Pabbly Connect dashboard.
Once on the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, you can name it ‘Send Slack Notification to Team on New Chargebee Subscription’. After naming, choose the folder where you want to save this workflow.
Selecting Chargebee as the Trigger Application
In this section, you will select Chargebee as the trigger application for your workflow. The trigger is the event that starts the workflow, and in this case, it will be a new subscription in Chargebee. Click on the ‘Choose App’ dropdown and select Chargebee. using Pabbly Connect
Next, you will need to select the trigger event. Choose ‘New Subscription Created’ from the list of available events. This will ensure that every time a new subscription is created in Chargebee, the workflow will be triggered. Click on the ‘Connect’ button to link your Chargebee account with Pabbly Connect.
Connecting Chargebee to Pabbly Connect
To connect Chargebee to Pabbly Connect, you will need the Webhook URL provided by Pabbly. Navigate to your Chargebee account and go to the settings. Look for the ‘Webhooks’ option on the left-hand side. Here, you will add a new webhook.
Click on ‘Add Webhook’ and enter the necessary details. In the URL field, paste the Webhook URL from Pabbly Connect. For the events, select ‘Subscription Created’. This will link your Chargebee account to Pabbly Connect, enabling it to receive notifications whenever a new subscription is created.
Setting Up Slack as the Action Application
Now that Chargebee is connected, it’s time to set Slack as the action application. Click on the ‘Choose App’ dropdown and select Slack. The action is what happens after the trigger occurs. In this case, you want to send a message to your Slack channel. using Pabbly Connect
Select the action event as ‘Send Channel Message’. Click on the ‘Connect’ button to link your Slack account. You will need to enter your Slack token, which can be found in your Slack API settings. After entering the token, click on ‘Save’ to establish the connection.
- Select the Slack channel where you want to send notifications.
- Compose the message you want to send, including details from Chargebee.
- Test the connection to ensure messages are sent correctly.
After configuring these details, you can click on ‘Save’ to finalize the setup. This will allow notifications to be sent to your Slack channel whenever a new subscription is created in Chargebee.
Testing the Integration
To ensure everything is working correctly, you need to test the integration. Go back to your Chargebee account and create a test subscription. Fill in the necessary fields and complete the checkout process. using Pabbly Connect
After the subscription is created, check your Slack channel to see if the notification appears. The message should include details like the subscriber’s name, email, and subscription plan. If everything is set up correctly, you will receive a notification confirming the new subscription.
In case the notification does not appear, revisit the previous steps to ensure all connections are established correctly. Confirm that the Webhook URL is correctly set in Chargebee and that the Slack token is valid.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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In this tutorial, we have successfully integrated Pabbly Connect with Chargebee and Slack to automate notifications for new subscriptions. By following these detailed steps, you can streamline your workflow and keep your team informed in real-time.