Connect Chargebee and monday.com to unlock the power of automation

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Quickly connect Chargebee to monday.com with a Zapier template.

Our most popular template

Handle new Chargebee payment failures by creating items in monday.com
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Chargebee + monday.com
Create items in monday.com for new subscriptions in Chargebee
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Chargebee + monday.com
Manage new Chargebee payments by creating items in monday.com
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Chargebee + monday.com
Create new items in monday.com for new customers in Chargebee
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Chargebee + monday.com

Handle new Chargebee payment failures by creating items in monday.com

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Chargebee + monday.com

Create items in monday.com for new subscriptions in Chargebee

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Chargebee + monday.com

Manage new Chargebee payments by creating items in monday.com

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Chargebee + monday.com

Create new items in monday.com for new customers in Chargebee

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Chargebee + monday.com

How Zapier works

Zapier makes it easy to integrate Chargebee with monday.com - no code necessary. See how you can get setup in minutes.

Select a trigger from Chargebee

A trigger is an event that starts your Zap and runs the workflow. For example, with Chargebee, a trigger could be "Card Expiration."

A trigger is the event that kicks off your automated workflow.

Setup an action from monday.com

An action is what takes place after the automation is triggered. For example, with monday.com, the action could be "Archive Board."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Chargebee to monday.com

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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

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Frequently Asked Questions about Chargebee + monday.com integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Chargebee and monday.com

How do I integrate Chargebee with monday.com?

To integrate Chargebee with monday.com, you'll need to set up an API key in your Chargebee account and then configure the integration in monday.com using our platform's workflow automation tools. This involves specifying triggers from Chargebee, such as a new subscription or payment received, and then defining actions in monday.com like creating a new task or updating a project board.

What triggers are available for Chargebee within this integration?

We offer several triggers for Chargebee, including 'New Subscription Created', 'Payment Succeeded', and 'Subscription Renewal'. These triggers can initiate corresponding actions within your monday.com setup, helping to automate and streamline your business operations.

Can I customize actions in monday.com when triggered by Chargebee events?

Yes, our integration allows you to customize actions in monday.com. For instance, upon a 'Payment Failed' trigger from Chargebee, you can set up an action to notify your finance team automatically by updating specific boards or sending alerts directly through the communication channels linked within your workflows.

Is coding knowledge required to set up this integration?

No coding is necessary! Our platform is designed for users without technical expertise. You can seamlessly set up integrations by choosing triggers and corresponding actions from intuitive drop-down menus that guide you through each step of the process.

How do I troubleshoot if the integration is not working as expected?

If the integration isn't functioning properly, first check that both your API keys are correctly inputted and still valid. Ensure that the correct triggers and actions are selected and have been tested successfully. If issues persist, we suggest consulting our support documentation or reaching out directly to our customer service team for assistance.

Can I use multiple Chargebee accounts with my monday.com setup?

Currently, each API key is linked to one Chargebee account per workspace in monday.com. If you manage multiple accounts, you'll need separate integrations for each one but they can operate independently within different workspaces or different sections of your workflow.

Are there any limitations on the number of automations I can create between the two platforms?

While there isn't a strict limit on the number of automations you can establish between Chargebee and monday.com using our platform, performance might vary depending on how complex or numerous these automations become. We recommend testing each automation thoroughly during setup.

Connect Chargebee and monday.com 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Subscription Id
  Required
Action
Search
- Customer Id
- When a subscription has multiple invoices
  Required
Action
Search
- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
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- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search

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
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Scheduled
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search