Integrate Chargebee with Slack Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Chargebee with Slack using Pabbly Connect to automate notifications for new subscriptions effortlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Chargebee and Slack Integration

To start integrating Chargebee with Slack, you first need to access Pabbly Connect. Open your browser and type in ‘Pabbly.com’. Once on the website, hover over the products menu and select ‘Connect’. This will take you to the Pabbly Connect dashboard.

After clicking on ‘Sign In’, log in with your credentials. If you don’t have an account, you can create one for free. Pabbly Connect allows you to set up automation without any coding skills, making it user-friendly for everyone.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on ‘Create Workflow’ to start setting up your integration. A dialog box will prompt you to name your workflow. Enter a name like ‘Chargebee to Slack’ and click ‘Create’. This opens the trigger window where you will set up the integration.

• Choose ‘Chargebee’ as the app.
• Select ‘New Subscription’ as the trigger event.

After selecting the trigger, click on ‘Connect with Chargebee’. You will be required to enter your API key and site name from Chargebee. This setup allows Pabbly Connect to receive data whenever a new subscription is created in Chargebee.

3. Configuring Chargebee for API Access

To configure Chargebee, go to the settings section within your Chargebee account. Click on ‘API Keys and Webhooks’ to generate a new API key. Choose the ‘Full Access Key’ option and give it a name, for example, ‘megan’. After creating the key, copy it and paste it into the corresponding field in Pabbly Connect.

For the site name, enter the relevant site URL from Chargebee. Once you have filled in these details, click ‘Save’. This action confirms that Chargebee is now integrated with Pabbly Connect, ready to send data to Slack when a new subscription occurs.

4. Sending Subscription Data to Slack

With Chargebee integrated, the next step is to send the subscription data to Slack. Go back to your workflow in Pabbly Connect and click the plus button to add an action. Choose ‘Slack’ as the application and select ‘Send Channel Message’ as the action method. Click ‘Connect with Slack’ to authorize the integration.

• Select the Slack channel where you want to send notifications.
• Compose your message using mapped fields from Chargebee.

For instance, your message could be ‘Hey there Mr. {Name}, thank you for your purchase. Your details will be sent to {Email}.’ This mapping allows you to personalize the message based on the subscription data received from Chargebee.

5. Testing the Integration

After setting up the message, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send a test message to your selected Slack channel. Check your Slack to ensure the message appears correctly, confirming that the integration is functioning as expected.

Once confirmed, you can create additional test subscriptions in Chargebee to verify that notifications are sent to Slack in real time. This process ensures that every new subscription in Chargebee triggers a message in your designated Slack channel.

Conclusion

Integrating Chargebee with Slack using Pabbly Connect streamlines your subscription management by automating notifications. With just a few steps, you can ensure your team is always informed of new subscriptions, enhancing communication and efficiency.