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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Card Expiration" from Chargebee.

Add your action

An action happens after the trigger—such as "Create App Connection" in Copilot.

You’re connected!

Zapier seamlessly connects Chargebee and Copilot, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Card Expiration
Triggers when a credit card expires.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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Payment Failure
Triggers when a payment fails.
Trigger
Instant
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Payment Method Updates
Triggers when a payment method is updated.
Trigger
Instant
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Subscription Activation
Triggers when a subscription is changed from Trial to Active state.
Trigger
Instant
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Subscription Cancellation
Triggers when a subscription is cancelled.
Trigger
Instant
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New Subscription
Triggers when a subscription is created.
Trigger
Instant
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Subscription Reactivation
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Trigger
Instant
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Change Next Billing Date
Updates next billing date of a subscription.
Action
Write
Create Subscription
Creates a new subscription. If you are on Catalog 1.0 of Chargebee, this action allows you to create a subscription and a customer in a single step. If you are on Catalog 2.0 of Chargebee, this action allows you to create a subscription for an existing customer
Action
Write
Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
Action
Write
Update Customer
Updates customer details in Chargebee.
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription Id
  Required
Action
Search
- Customer Id
- When a subscription has multiple invoices
  Required
Action
Search
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
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Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
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Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
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- Query param to filter placeholder companies
Trigger
Polling
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Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
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- Custom Field ID
  Required
Trigger
Polling
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
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File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
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Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
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- Form ID
  Required
Trigger
Instant
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Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
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Invoice Created
Triggers when an invoice is created
Trigger
Instant
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List Invoices
Lists the invoices.
Trigger
Polling
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Invoice Sent
Triggers when an invoice is sent
Trigger
Instant
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Invoice Voided
Triggers when an invoice is voided
Trigger
Instant
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Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
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Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
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Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
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- File Channel Id
  Required
- Limit
Trigger
Polling
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
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- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Limit
Trigger
Polling
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- Recipient ID
Trigger
Instant
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List Payments
Lists the payments.
Trigger
Polling
Try It
Price Created
Triggers when a price is created
Trigger
Instant
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Product Created
Triggers when a product is created
Trigger
Instant
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Product Updated
Triggers when a product is updated
Trigger
Instant
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Subscription Created
Triggers when an subscription is created
Trigger
Instant
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List Subscription Templates
Lists the subscription templates.
Trigger
Polling
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Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Instant
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Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Instant
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- Limit
- Next Token
Trigger
Polling
Try It
List Workspace
List the workspace associated with the portal
Trigger
Polling
Try It
- Email
- Given name
  Required
- Family Name
  Required
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID
Action
Write
- Channel ID
  Required
- Folder path
- File Content
  Required
Action
Write
- Recipient ID
  Required
- Form ID
  Required
Action
Write
- Channel ID
  Required
- Folder path
- URL
  Required
Action
Write
- The text content of the message
  Required
- File Channel Id
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Title
  Required
- The content of the App Connection
  Required
- Custom Field ID
  Required
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Name
  Required
- Description
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Is Archived
Action
Write
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Name
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Email
- Company ID
- Given name
  Required
- Family Name
  Required
- Send Invite?
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
- IDs of all members in the channel
Action
Search or write
- Custom Field ID
  Required
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Search or write

Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Trigger
Instant
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New Invoice
Triggers when a new invoice is generated(with line item support).
Trigger
Instant
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New Payment Method
Triggers when a payment method is added.
Trigger
Instant
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New Payment
Triggers when a payment is collected successfully.
Trigger
Instant
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
Trigger
Instant
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Trigger
Instant
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Subscription Pause
Triggers when a subscription is paused.
Trigger
Instant
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Subscription Resumption
Triggers when a paused subscription is resumed.
Trigger
Instant
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Create Customer
Creates a new customer in Chargebee.
Action
Write
Pause Subscription
Pauses a subscription in Chargebee.
Action
Write
Resume Subscription
Resumes a paused subscription in Chargebee.
Action
Write
Update Subscription
Updates a subscription in Chargebee.
Action
Write
- Customer Id
- Email
- Company
Action
Search
- Subscription Id
  Required
- When a subscription has multiple invoices
  Required
Action
Search
List App Installs
Lists the app installs in a workspace.
Trigger
Polling
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
List Clients
Lists the clients.
Trigger
Polling
Try It
Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
Try It
Contract Signed
Triggers when a contract is signed.
Trigger
Instant
Try It
List Custom Fields
Lists all available custom fields.
Trigger
Polling
Try It
File Created
Triggers when a file gets created within a file channel
Trigger
Instant
Try It
- File Channel Id
  Required
- Folder path
- Limit
Trigger
Polling
Try It
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
Try It
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
Try It
- Limit
Trigger
Polling
Try It
Invoice Deleted
Triggers when an invoice is deleted
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated
Trigger
Instant
Try It
List Invoice Templates
Lists the invoice templates.
Trigger
Polling
Try It
Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
Try It
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Trigger
Polling
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted.
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated.
Trigger
Instant
Try It
Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Instant
Try It
Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Instant
Try It
List Prices
Lists the prices.
Trigger
Polling
Try It
List Products
Lists the products.
Trigger
Polling
Try It
Subscription Canceled
Triggers when an subscription is canceled
Trigger
Instant
Try It
List Subscriptions
Lists the subscriptions.
Trigger
Polling
Try It
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Instant
Try It
Task Created
Triggers when a task gets created in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
- Created By
- Parent Task ID
- Status
- Client ID
- Company ID
- Internal User ID
Trigger
Polling
Try It
Task Updated
Triggers when a task gets updated in your workspace.
Trigger
Instant
Try It
- Custom Field ID
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- Company ID
- The client ids to be part of the App Connection
Action
Write
- Custom Field ID
  Required
- Given name
  Required
- Family Name
  Required
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Custom Field ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Channel ID
  Required
- Folder path
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Title
  Required
- The content of the App Connection
  Required
Action
Write
- Subscription
Action
Write
- Name
  Required
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Write
- Custom Field ID
  Required
- Client ID
- Company ID
Action
Search
- Custom Field ID
  Required
- Email
- Company ID
Action
Search
- Custom Field ID
  Required
- Label
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Client ID
- Company ID
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The client ids to be part of the App Connection
Action
Search or write
- Custom Field ID
  Required
- Name
  Required
- Icon Image URL
Action
Search or write
- Custom Field ID
  Required
- Channel ID
  Required
- Folder path
- File Content
  Required
Action
Search or write
- Custom Field ID
  Required
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Title
  Required
- The content of the App Connection
  Required
Action
Search or write
- Custom Field ID
  Required
- Name
  Required
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Search or write

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Connect Chargebee and Copilot to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Chargebee on the Zapier blog

Make work flow with AI

Level up your Chargebee to Copilot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Chargebee

Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows.

Learn moreLearn moreHelpHelp

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About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

Learn moreLearn moreHelpHelp

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Project Management

Connect Chargebee and Copilot to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Chargebee and Copilot to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Chargebee on the Zapier blog

4 ways to automate Chargebee with Zapier

Make work flow with AI

Connect Chargebee to Copilot on the world's largest no-code automation platform