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Integration with ChargeBee

Armintas Griežė avatar
Written by Armintas Griežė
Updated over 2 weeks ago

ChargeBee is a robust subscription management and recurring billing platform designed to automate 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. Select scenarios you want to use and turn them on.

Step 3. Grant access to your ChargeBee's account. Enter API Key that's in your ChargeBee settings and Domain into required fields.

And that's it! Your ChargeBee account and Omnisend is now connected!

What Data is Passed

Contact Fields:

  • Email address;

  • First Name;

  • Last Name.

Supported Custom Events:

Custom Event Name

Description

Transaction Refunded

When a transaction is refunded, a custom event is triggered in Omnisend

Transaction Failed

When a transaction is failed, a custom event is triggered in Omnisend

Transaction Successful

When the transaction is successful, a custom event is triggered in Omnisend

Invoice Paid

When the invoice is paid, a custom event is triggered in Omnisend

Transferred Subscription

When a subscription is transferred, a custom event is triggered in Omnisend

Paused Subscription

When the subscription is paused, a custom event is triggered in Omnisend

Non-reviewing Subscription

When the subscription is non-reviewing, a custom event is triggered in Omnisend

Trial Subscription

When the subscription is in trial, a custom event is triggered in Omnisend

Scheduled Subscription

When a subscription is scheduled, a custom event is triggered in Omnisend

Activated Subscription

When the subscription is activated, a custom event is triggered in Omnisend

Cancelled Subscription

When the subscription is cancelled, a custom event is triggered in Omnisend

Created Customer

When a customer is created, a custom event is triggered in Omnisend, and that customer is created

Keep in mind that synchronization is not real-time. New events and contacts are synced every 5 minutes. Also, historical data is not synced.

Use in Automations

  • Welcome Series: Trigger a “Welcome” automation when a new subscription is created.

  • Trial Subscriptions: Automate emails/SMS to encourage conversions for trial subscriptions.

  • Payment Failure Recovery: If a ChargeBee payment fails, trigger reminders or alerts to prompt retry and minimize churn.

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.

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