Chargebee

Modified on Tue, 13 Aug at 10:06 AM

With Chargebee modules in Make, you can manage the coupons, customers, invoices, promotional credits, subscriptions, events and transactions in your Chargebee account.

To use the Chargebee modules, you must have the Chargebee account. You can create an account at www.chargebee.com/trial-signup/

Refer to the Chargebee API documentation for a list of available endpoints.

Connect Chargebee to Make

To establish the connection, you must:

Obtain your API key in Chargebee

To obtain your API key from your Chargebee account:

Log in to your Chargebee account.
Go to Settings > Configure Chargebee.
In the API keys and webhooks section, click API keys.
Click + Add API Key and select Full-Access Key.
In the Name the API Key field, enter the name for the API key.
Click Create Key.
Copy the API key value shown and store it in a safe place.

You will use this value in the API key field in Make

Establish the connection with Chargebee in Make

To establish the connection in Make:

Log in to your Make account, add a Chargebee module to your scenario, and click Create a connection.
Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Company username field, enter the company name that you can see the company name in the URL of your Chargebee account.
In the API Key field, enter the API key copied in the section above.
Click Save.
If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Chargebee modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Set Up Chargebee Webhooks

This app uses webhooks to trigger a scenario when an event occurs instantly. All webhook modules have an instant tag next to their name.

To set up a webhook, follow these steps:

Add an Chargebee instant module to your scenario and click Create a webhook.
Optional: Enter a name for the webhook in the Webhook name field.
Select the corresponding connection for the webhook in the Connection field and fill in all required fields.
Click Save > Copy address to clipboard.
Log in to your Chargebee account.
Go to Settings > Configure Chargebee.
In the API Keys and Webhooks section, click Webhooks.
Click + Add Webhook.
In the Webhook Name, enter a name for a webhook.
In the Webhook URL, enter a link that you saved in clipboard.
In the Events to Send field, select All Events and switch the Set this as primary toggle on.
Click Create.

Build Chargebee Scenarios

After connecting the app, you can perform the following actions:

Coupons

Create a Coupon
Find Coupons
Retrieve a Coupon
Update a Coupon
Delete a Coupon

Customers

Watch Customers
Create a Customer
Update a Customer
Find Customers
Retrieve a Customer
Delete a Customer

Invoices

Watch Invoices
Create an Invoice
Update an Invoice
Find Invoices
Retrieve an Invoice
Delete an Invoice
Collect Payment for an Invoice
Record an Invoice Payment
Refund an Invoice
Retrieve an Invoice Link

Promotional credits

Add a Promotional Credit
Find Promotional Credits
Set a Promotional Credit
Retrieve a Promotional Credit
Deduct a Promotional Credit

Subscriptions

Watch Subscriptions
Create a Subscription for Items
Update a Subscription for Items
Find Subscriptions
Retrieve a Subscription
Delete a Subscription

Other

Watch Events
Retrieve a Transaction
Make an API Call