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.