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Integrate Vitally with Chargebee to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Select a trigger from Vitally

A trigger is an event that starts your Zap and runs the workflow. For example, with Vitally, a trigger could be "Customer Created."

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

Setup an action from Chargebee

An action is what takes place after the automation is triggered. For example, with Chargebee, the action could be "Change Next Billing Date."

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

That’s it! You just connected Vitally to Chargebee

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

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Connect Vitally and Chargebee 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.

Connect Vitally and Chargebee to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
Try It
- Custom Object
  Required
Trigger
Scheduled
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
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Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
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Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
Try It

List Project Statuses
Lists all Project Statuses
Trigger
Scheduled
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- Segment
Trigger
Instant
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Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
Try It
- Custom Object
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Write
- Template Type
  Required
Action
Write
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Custom Object
  Required
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Email
  Required
Action
Search
- Search Field
  Required
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Search or write
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
Try It
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

List Project Templates
Lists all Project Templates
Trigger
Scheduled
Try It
List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
Try It
List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Projects
Lists all Projects
Trigger
Scheduled
Try It
Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
Try It
- Segment
Trigger
Instant
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Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
Try It
- Type
  Required
- User
  Required
- Teammate
- Message Text
  Required
- Subject
- Timestamp
- External ID
  Required
- URL
- Conversation ID
- Conversation URL
Action
Write
- User
  Required
- Reponse Timestamp
  Required
- Score
- Feedback
- External ID
  Required
Action
Write
- Customer
- Segment
Action
Write
- Creator
  Required
- Event
  Required
- Message ID
- Properties
Action
Write
- Custom Object
  Required
- Customer
  Required
Action
Write
- Customer
  Required
- Status
  Required
Action
Write
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Name
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Custom Object
  Required
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Search or write
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
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
Try It
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
Try It
Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
Trigger
Instant
Try It
Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Trigger
Instant
Try It
Subscription Pause
Triggers when a subscription is paused.
Trigger
Instant
Try It
Subscription Resumption
Triggers when a paused subscription is resumed.
Trigger
Instant
Try It
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
  Required
- Company
Action
Search
- Subscription Id
  Required
- When a subscription has multiple invoices
  Required
Action
Search

Learn how to automate Chargebee on the Zapier blog

About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Chargebee

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

Related categories

Payment Processing

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