Chargebee is a robust subscription management and recurring billing platform that automates the full subscription lifecycle – from invoicing and trials to renewals and dunning. It streamlines revenue operations and helps businesses manage global compliance, flexible pricing, analytics, and more.
Integrating Chargebee with Omnisend enables marketers to use subscription events to power highly personalized email and SMS campaigns, improve retention, and automate messaging based on billing triggers.
Setup Process
Step 1. In Omnisend, go to Apps → Search for “Chargebee” → Click Connect Now.
Step 2. Once connected, you'll see a list of automations you want to use:
Contact Sync;
Payment Events;
Subscription Events.
Step 3. Once enabled, you'll see the webhook URL for each automation. This URL is required for us to receive information about the upcoming event. Access Chargebee's webhooks settings under Settings → Configure Chargebee → Webhooks.
Step 4. Copy the webhook URL for the automation you'd like to use, then create a new webhook in Chargebee. Name your webhook (recommended with the same name as the automation is named in Omnisend) → paste the webhook's URL → select events that are related to your created webhook.
Step 5. Here's the breakdown of the events you need to select for each automation:
Contact Sync:
Customer Created;
Customer Change
Payment Events:
Payment Succeeded
Payment Failed
Payment Refunded
Subscription Events:
Subscription Created;
Subscription Started
Subscription Changed
Subscription Trial Extended
Subscription Cancelled
Subscription Reactivated
Subscription Renewed
What Data is Passed
Contact Fields (via Contacts Sync automation):
Email address;
Phone number;
First Name;
Last Name;
City;
Country;
Zip;
State.
Email addresses and phone numbers are synced with non-subscribed statuses.
Supported Custom Events:
Custom Event Name | Description |
Chargebee – Payment Succeeded | Triggered when a payment is successfully processed. |
Chargebee – Payment Failed | Triggered when a payment attempt fails (e.g., declined card, insufficient funds). |
Chargebee – Payment Refunded | Triggered when a payment is refunded to the customer. |
Chargebee – Subscription Created | Triggered when a new subscription is created (before it becomes active). |
Chargebee – Subscription Started | Triggered when a subscription becomes active, and billing begins. |
Chargebee – Subscription Changed | Triggered when a subscription is modified (e.g., plan upgrade, downgrade, or quantity change). |
Chargebee – Subscription Trial Extended | Triggered when a subscription's trial period is extended. |
Chargebee – Subscription Cancelled | Triggered when a subscription is canceled by the customer or admin. |
Chargebee – Subscription Reactivated | Triggered when a previously canceled subscription is reactivated. |
Chargebee – Subscription Renewed | Triggered when a subscription successfully renews at the end of a billing cycle. |
FAQ
Can I track historical subscription or payment activity?
No – the integration only syncs events that occur after you connect Chargebee. Past subscription and payment history won't trigger events.
Why didn't my workflow trigger after a Chargebee event?
Check if:
The automation is enabled in Omnisend.
Webhooks are set up correctly in Chargebee (double-check the webhook's URL and ensure the relevant event is selected).
The customer has an email address in Chargebee.
Contact support if the issue persists.
Need help? If you didn't find the answer to your question, reach out to our support team through the in‑app chat or at [email protected]. Our team is available 24/7.