Integrating Charge B with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Charge B with Pabbly Connect using webhooks. Follow this detailed tutorial for a seamless setup. 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. Setting Up Pabbly Connect for Charge B Integration

To begin integrating Charge B with Pabbly Connect, first access your Pabbly Connect account. This platform is essential for automating workflows between applications. In this case, we will set up Charge B as our trigger application.

After logging into Pabbly Connect, navigate to the dashboard. Here you will find options to create a new workflow. Select the option to add a new workflow and name it appropriately for your Charge B integration.

2. Selecting Charge B as the Trigger Application

Once your workflow is created, the next step is to select Charge B as the trigger application. This is crucial as it initiates the automation process. Click on the trigger option and search for Charge B in the application list. using Pabbly Connect

• Select Charge B from the list of available applications.
• Choose the trigger event as ‘New Subscription’.
• Click on ‘Save and Continue’ to proceed.

After selecting your trigger event, Pabbly Connect will generate a webhook URL. This URL is essential for connecting Charge B with your Pabbly Connect workflow. Copy this URL for later use in the Charge B settings.

3. Configuring Charge B with the Webhook URL

To configure Charge B, log into your Charge B account. From the left sidebar, navigate to the settings menu. Here, you will find the API Keys and Webhooks section where you can set up your webhook.

Follow these steps to complete the configuration:

• Click on ‘Add Webhook’ in the Webhooks section.
• Paste the copied webhook URL from Pabbly Connect into the designated field.
• Name your webhook and select the event as ‘Subscription Created’.

After filling in the required information, click on ‘Create’. This action will establish a connection between Charge B and Pabbly Connect, enabling data transfer when a new subscription is created.

4. Testing the Webhook Connection

After setting up the webhook in Charge B, return to your Pabbly Connect workflow. Here, you can test the webhook connection to ensure everything is functioning correctly. Click on the ‘Test Webhook’ button in Pabbly Connect. using Pabbly Connect

Once you initiate the test, you will need to create a test subscription in Charge B. This step is crucial as it allows Pabbly Connect to capture the data sent from Charge B.

Complete the checkout process by filling in the required details, such as name and billing address. Confirm the payment to finalize the subscription.

After completing the test subscription, check your Pabbly Connect workflow. You should see a successful response indicating that the webhook has captured the subscription details from Charge B.

5. Finalizing the Integration with Pabbly Connect

With the webhook successfully tested, you can now finalize your integration. This is where you can add further actions, such as sending the captured data to a CRM system. In Pabbly Connect, select your preferred CRM as the action application.

To send the details to your CRM, configure the action settings accordingly. Ensure that the correct fields from the Charge B subscription data are mapped to the corresponding fields in your CRM.

Select the data fields you want to send to your CRM. Test the integration to confirm data is being sent correctly.

Once everything is set up and tested, you will have a fully functional integration between Charge B and your CRM through Pabbly Connect. This not only automates your workflow but also enhances your customer data management capabilities.

Conclusion

In this tutorial, we explored how to integrate Charge B with Pabbly Connect using webhooks. By following the steps outlined, you can automate your subscription management effectively. This integration streamlines processes and improves data accuracy.