Resources · Make integration

Chargebee Make integrationAutomate Chargebee with Make.

Every invoice, customer and subscription in Chargebee can start a workflow on its own. The Chargebee Make integration gives you 35 modules: 4 triggers, 26 actions and 5 searches. This page shows what they do, how to connect your account and how to build a first scenario.

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What you can automate

What can the Chargebee Make integration do for your billing team?

The Chargebee Make integration links your Chargebee account to Make, a visual tool where you build a scenario (the automation itself: a chain of modules) without writing code. Each module is one brick: a trigger that watches Chargebee, an action that changes something, or a search that looks records up.

Invoices that reach the right people. Watch Invoices spots each new invoice, Retrieve an Invoice Link fetches the download link, and a module from another app, such as your email tool or your accounting software, takes it from there.

Subscriptions that update your other tools. Watch Subscriptions fires on every new subscription. Pair it with Retrieve a Customer to pull the buyer's record and push it into your CRM, so sales sees who just signed up.

Payments recorded where they happen. When a customer pays by bank transfer outside Chargebee, Record an Invoice Payment logs that offline payment on the invoice. Refund an Invoice and Collect Payment for an Invoice cover the opposite cases.

What Make will not do for you: Make's own documentation for Chargebee is flagged as limited, so some settings are only visible once you open a module. When a listed module falls short, Make an API Call reaches the rest of the Chargebee API with the same connection. The same app also has a node on n8n: the Chargebee n8n integration page covers it, and n8n vs Make helps you pick. New to the editor? The Make training starts from zero.

Connect

How do you connect Chargebee to Make?

  1. 01

    Add a Chargebee module

    In a new scenario, click the big +, type Chargebee and pick any module. Under the connection field, click Create a connection. A connection is your Chargebee account linked to Make once, then reused by every Chargebee module.

  2. 02

    Name the connection

    This step is optional, but a clear name helps later. If your team links more than one Chargebee account, a name like Chargebee billing keeps anyone from picking the wrong one in a hurry.

  3. 03

    Authorize and save

    Follow what the window asks: either approve Make on Chargebee's own page, or paste the key Chargebee gives you. Then click Save. Make now lists the Chargebee data it can read inside each module.

First scenario

Your first scenario: send each new Chargebee invoice as a PDF link

GoalWhen a new invoice is created in Chargebee, Make fetches its download link and hands it to another app.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the + in the middle of the canvas. That empty circle becomes your first module.

  2. 02

    Add Watch Invoices

    Search for Chargebee, pick Watch Invoices and select your connection. This trigger has a clock badge: it is scheduled, meaning Make checks Chargebee for new invoices each time the scenario runs.

  3. 03

    Fetch the download link

    Click the + to the right of the trigger and add Retrieve an Invoice Link. In its invoice field, map the invoice ID that Watch Invoices outputs. Mapping means clicking the value from the previous module instead of typing it.

  4. 04

    Send it to another app

    Add one more module from the tool that should receive the link, for example your email or chat app. Drop the link from Retrieve an Invoice Link into the message body.

  5. 05

    Test with Run once

    Create an invoice for a test customer in Chargebee, then click Run once. Each module shows a bubble with the bundles it received (a bundle is one item, here one invoice). Check that the link arrived.

  6. 06

    Schedule and switch on

    Click the clock on Watch Invoices. A new scenario runs every 15 minutes by default, and the Free plan cannot go lower. Save, then flip the scenario on.

Triggers

Which Chargebee triggers can start a scenario?

4 modules start a scenario when something happens in Chargebee. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Chargebee as soon as it happens.

Chargebee1Watch Customers

Watch Customers

Scheduled trigger

In Make“Triggers when a new customer is created.”

This trigger starts your scenario each time a new customer appears in Chargebee, and passes that customer on as a bundle to the next modules.

How it fires
scheduled. Make checks Chargebee on the scenario's schedule, so a new customer shows up at the next run rather than the very second it is created.
When to use it
copying every new Chargebee customer into your CRM or a shared sheet, so sales and support see the same list.
Watch out
its description only covers newly created customers. To follow edits on an existing customer, look at Watch Events instead.
Chargebee2Watch Events

Watch Events

Instant trigger

In Make“Triggers when a new event occurs.”

Watch Events is the only instant Chargebee trigger in Make. It reacts to each new event on the account rather than to one kind of record, and hands it to your scenario.

How it fires
instant. Chargebee calls Make through a webhook as soon as the event happens, so there is no waiting for a schedule.
When to use it
whenever timing matters, such as alerting your team the moment something changes on an account, or when the other three triggers do not cover the case you need.
Watch out
map its output carefully and test with Run once to see which events actually reach your scenario.
Chargebee3Watch Invoices

Watch Invoices

Scheduled trigger

In Make“Triggers when a new invoice is created.”

Each new invoice created in Chargebee becomes a bundle that flows into your scenario, ready to be copied, sent or enriched.

How it fires
scheduled. Make checks Chargebee for new invoices on the scenario's schedule, every 15 minutes by default.
When to use it
your accountant wants every invoice in the accounting tool or a shared folder without anyone exporting them by hand.
Watch out
it is described for new invoices. Do not count on it to notice an invoice turning paid; test Watch Events for that kind of change.
Chargebee4Watch Subscriptions

Watch Subscriptions

Scheduled trigger

In Make“Triggers when a new subscription is created.”

Watch Subscriptions wakes your scenario up whenever someone starts a new subscription in Chargebee, which makes it the natural starting point for onboarding flows.

How it fires
scheduled. Make polls Chargebee on the scenario's schedule and picks up the subscriptions created since the last check.
When to use it
a new plan is sold and you want the customer success team told, a welcome sequence started, or a row added to a revenue sheet.
Watch out
the subscription bundle may not carry every customer detail you need. Add Retrieve a Customer right after it to get the full record.
Modules

What else can Make do in Chargebee?

Chargebee gives you 31 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Chargebee1

Add a Promotional Credit

Action

In Make“Adds a promotional credit.”

Adds promotional credit to a customer's balance in Chargebee, on top of what they already have.

When to use it
rewarding a referral, apologizing for an outage, or thanking a customer who left a review, triggered by an event in another tool.
Watch out
it adds to the balance. If you want the balance to equal an exact amount, Set a Promotional Credit is the module you need.
Chargebee2

Collect Payment for an Invoice

Action

In Make“Collects the payments for "payment_due" and "not_paid" invoices.”

Asks Chargebee to charge the customer for an invoice that is still unpaid, instead of waiting for someone on your team to click it.

When to use it
a customer updates their card in your app and you want the overdue invoice retried right away.
Watch out
it only works on invoices in the payment_due or not_paid status. Check the status first with Retrieve an Invoice.
Chargebee3

Create a Coupon

Action

In Make“Creates a new coupon.”

Creates a new coupon in Chargebee from your scenario, so discounts can be generated by the tools where your campaigns actually live.

When to use it
a marketing form or a partner request should produce a dedicated coupon without anyone opening the Chargebee back office.
Watch out
every run creates another coupon. Run Find Coupons before it if the same request could arrive twice, or you will end up with duplicates.
Chargebee4

Create a Customer

Action

In Make“Creates a new customer.”

Adds a customer record to Chargebee using data mapped from an earlier module, such as a signup form, a CRM deal or a spreadsheet row.

When to use it
a deal is marked won in your CRM and billing needs the customer ready before the first subscription is created.
Watch out
Make will not check for an existing customer on its own. Put Find Customers in front and route the scenario based on whether anything came back.
Chargebee5

Create an Invoice

Action

In Make“Creates an invoice.”

Builds a new invoice in Chargebee from your scenario, which is handy for charges that sit outside a regular subscription.

When to use it
a one-off service, a setup fee or extra usage is logged in another tool and should turn into an invoice without retyping.
Watch out
a test run with Run once creates a real invoice. Use a customer created for testing while you build, and delete the test invoice afterwards.
Chargebee6

Create a Subscription for Items

Action

In Make“Creates a new subscription. Works only for website version 2.0.”

Starts a new subscription in Chargebee for a customer, based on the items of your catalog, so a sale closed elsewhere becomes recurring billing.

When to use it
your checkout or CRM confirms a plan choice and Chargebee should open the subscription straight away.
Watch out
Make states this module works only for Chargebee sites on version 2.0. On an older site, the module will not fit your setup; Make an API Call is the fallback to explore.
Chargebee7

Deduct a Promotional Credit

Action

In Make“Deducts a promotional credit.”

Removes part of a customer's promotional credit balance, the mirror image of Add a Promotional Credit.

When to use it
a referral turns out to be invalid or a goodwill credit was granted twice, and you want the correction logged by the same scenario that gave it.
Watch out
check what was granted with Find Promotional Credits first, so the scenario never takes away more than the customer received.
Chargebee8

Delete a Coupon

Action

In Make“Deletes a coupon.”

Removes a coupon from Chargebee, which stops it from being applied from that point on.

When to use it
a campaign ends in your marketing tool and the matching Chargebee coupon should disappear with it, instead of staying usable after the campaign.
Watch out
a deletion cannot be undone from Make. If you only want to change the discount or its terms, Update a Coupon is the safer choice.
Chargebee9

Delete a Customer

Action

In Make“Deletes a customer.”

Erases a customer record from Chargebee when a request coming from another system says it should go.

When to use it
a data deletion request is approved in your helpdesk or privacy tool, and the billing record has to follow.
Watch out
this is permanent. Feed it an exact customer ID from Retrieve a Customer or Find Customers, and run your first tests on a customer created for that purpose.
Chargebee10

Delete an Invoice

Action

In Make“Deletes an invoice”

Deletes an invoice in Chargebee, typically one that was created by mistake or duplicated by an earlier automation.

When to use it
a cleanup scenario where Find Invoices spots duplicates and this module removes the extra copy.
Watch out
there is no undo. If the invoice was already paid, a refund with Refund an Invoice is usually what the customer and your accountant expect instead.
Chargebee11

Delete a Subscription

Action

In Make“Deletes a subscription.”

Removes a subscription from Chargebee entirely, rather than changing its plan or its items.

When to use it
subscriptions created while testing pile up in Chargebee, and you want them cleared by a scenario instead of one by one.
Watch out
deleting is not the same as a customer leaving. For live customers, look at Update a Subscription for Items first, and keep deletion for records that should never have existed.
Chargebee12

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Sends a request of your choice to the Chargebee API, reusing the connection you already created, so you are not stuck when no ready-made module fits.

When to use it
you need something the ready-made modules do not offer, or your site is not on version 2.0 for the subscription modules.
Watch out
you describe the request yourself, so keep the Chargebee API reference open next to the module and test with Run once before switching the scenario on.
Chargebee13

Record an Invoice Payment

Action

In Make“Records an offline payment for an invoice.”

Records in Chargebee a payment that arrived outside it, such as a bank transfer or a check, against its invoice.

When to use it
your bank feed or accounting tool confirms an incoming transfer, and you want the matching invoice updated without anyone logging in.
Watch out
it records a payment, it does not collect one. To charge the card on file, Collect Payment for an Invoice is the module you want.
Chargebee14

Refund an Invoice

Action

In Make“Refunds an invoice.”

Issues a refund on a Chargebee invoice, so the money goes back to the customer from within your scenario.

When to use it
a refund request is approved in your support tool and finance wants it processed the same way every time.
Watch out
money leaves your account here. Test the scenario on an invoice you created for testing, never on a real customer's invoice.
Chargebee15

Retrieve a Coupon

Action

In Make“Retrieves a coupon.”

Fetches one coupon from Chargebee when you already know which one you want, and returns its details for the next modules.

When to use it
a customer types a code in a form and you want to show its terms or check it before passing it on.
Watch out
it needs the coupon's identifier. If you only have partial information, Find Coupons is the right module, since it can return several matches.
Chargebee16

Retrieve a Customer

Action

In Make“Retrieves the customer identified by the unique identifier.”

Loads the full record of one customer in Chargebee from their unique ID, so later modules can use everything stored on that record.

When to use it
right after Watch Subscriptions or Watch Invoices, when the trigger gives you a customer ID but not everything you want to send.
Watch out
you need the exact ID. Without it, Find Customers is the module to use.
Chargebee17

Retrieve an Invoice

Action

In Make“Retrieves an invoice for the specified invoice id.”

Reads one invoice from Chargebee using its invoice ID, giving you its current state at the moment the scenario runs.

When to use it
before Collect Payment for an Invoice or Refund an Invoice, to confirm the invoice is really in the state your scenario expects.
Watch out
it returns data, not a file. For a link your customer can open, add Retrieve an Invoice Link.
Chargebee18

Retrieve an Invoice Link

Action

In Make“Retrieves a link for downloading the invoice.”

Gets a download link for an invoice, the thing customers and accountants actually want to receive, rather than raw invoice data.

When to use it
sending invoices by email or chat, or storing them in a shared folder, right after Watch Invoices picks up a new one.
Watch out
this module gives you a link, not the file itself. If the next app needs the file, add a module that downloads it from the link first.
Chargebee19

Retrieve a Promotional Credit

Action

In Make“Retrieves a promotional credit.”

Reads one promotional credit entry from Chargebee, so your scenario knows what was granted before it acts on it.

When to use it
just before Deduct a Promotional Credit, or when a support agent asks, through a form, how much goodwill a customer already received.
Watch out
it targets a single entry. To see the full history of a customer's credits, Find Promotional Credits returns the list.
Chargebee20

Retrieve a Subscription

Action

In Make“Retrieves the subscription identified by the 'subscription id'.”

Loads one subscription from Chargebee by its subscription ID, with its plan and state as they are right now.

When to use it
an event from Watch Events or another app mentions a subscription and you need its details before deciding what the scenario does next.
Watch out
without the ID, use Find Subscriptions instead, and expect it to return more than one result.
Chargebee21

Retrieve a Transaction

Action

In Make“Retrieve a transaction identified by its unique id.”

Fetches a single payment transaction from Chargebee through its unique ID, useful when you need proof of what actually went through.

When to use it
reconciling a payment your bank shows with what Chargebee recorded, or attaching transaction details to a support ticket.
Watch out
Make lists no search module for transactions, so you need the ID from an earlier step, or Make an API Call to look it up.
Chargebee22

Set a Promotional Credit

Action

In Make“Sets a promotional credit.”

Sets a customer's promotional credit balance to a precise value, whatever it was before.

When to use it
your loyalty program lives in another tool and Chargebee should always mirror its balance, rather than adding to it.
Watch out
it overwrites the existing balance. If you only want to top up, Add a Promotional Credit keeps what the customer already had.
Chargebee23

Update a Coupon

Action

In Make“Updates a coupon.”

Changes an existing coupon in Chargebee without deleting and recreating it, so the code your customers know stays the same.

When to use it
a campaign gets extended or tweaked in your marketing tool and the Chargebee coupon should follow.
Watch out
map only the fields you want to change. A field left blank on purpose and a field forgotten look the same, so check the result with Run once.
Chargebee24

Update a Customer

Action

In Make“Updates a customer.”

Writes changes to a customer already in Chargebee, keeping billing contacts in line with the tool your team edits every day.

When to use it
a contact's email or company changes in your CRM, and invoices should go to the new address from now on.
Watch out
it needs the Chargebee customer ID. If your CRM does not store it, add Find Customers first to match the record.
Chargebee25

Update an Invoice

Action

In Make“Updates an invoice.”

Modifies an invoice that already exists in Chargebee, instead of deleting it and issuing a new one.

When to use it
details from another system, such as a purchase order number from your ERP, arrive after the invoice was created.
Watch out
since the documentation for Chargebee is limited, open the module after connecting and check which invoice details Make lets you change on your account.
Chargebee26

Update a Subscription for Items

Action

In Make“Updates the existing subscription. Works only for website version 2.0.”

Changes an existing subscription's items in Chargebee, for upgrades, downgrades or add-ons driven by another tool.

When to use it
a customer picks a bigger plan inside your product, and the subscription should change without a manual edit.
Watch out
like Create a Subscription for Items, it only works for Chargebee sites on version 2.0. Check your site version before you build around it.
Chargebee27

Find Coupons

Search

In Make“Retrieves the list of coupons based on specified criteria.”

Searches Chargebee's coupons based on the criteria you set and returns every match as a separate bundle.

When to use it
checking whether a coupon already exists before Create a Coupon, or listing active coupons into a sheet for the marketing team.
Watch out
zero, one or many coupons can come back, and each one makes the next modules run again. Add an aggregator if you expect several and want them grouped.
Chargebee28

Find Customers

Search

In Make“Retrieves the list of customers based on specified criteria.”

Looks up customers in Chargebee by the criteria you choose, which is how you find a record when you do not have its Chargebee ID.

When to use it
in front of Create a Customer, to avoid duplicates, or before Update a Customer when your CRM does not store Chargebee IDs.
Watch out
an empty result does not stop the scenario on its own. Check with Run once what the next modules do when nothing comes back.
Chargebee29

Find Invoices

Search

In Make“Retrieves the list of invoices based on specified criteria.”

Pulls a list of invoices from Chargebee that match your criteria, one bundle per invoice.

When to use it
building a report of unpaid invoices for the finance team, or feeding a batch of invoices into Collect Payment for an Invoice.
Watch out
every invoice returned counts as its own bundle, so every module after it spends an operation per invoice. Narrow your criteria before you switch the scenario on.
Chargebee30

Find Promotional Credits

Search

In Make“Retrieves the list of promotional credits.”

Lists the promotional credit entries stored in Chargebee, giving you the history of what was added, deducted or set.

When to use it
auditing goodwill credits for finance, or exporting them to a sheet so support can see them without a Chargebee login.
Watch out
the list can be long. Place an aggregator after it if you want one summary row instead of one run per credit.
Chargebee31

Find Subscriptions

Search

In Make“Retrieves the list of subscriptions based on specified criteria.”

Searches Chargebee's subscriptions with the criteria you pick and hands each match to the rest of the scenario.

When to use it
preparing a list of subscriptions on a given plan for a migration, or checking whether a customer already subscribes before selling them the same plan.
Watch out
several matches mean several runs of the next modules. Test with Run once and read how many bundles come out before connecting any action.
Need help

Need help automating Chargebee with Make?

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FAQ

Chargebee and Make: common questions

01Is the Chargebee Make integration free?
Yes, Chargebee is a standard app in Make, so it is available on the Free plan. The Free plan limits you to 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes per execution and files up to 5 MB. Every module run counts as an operation against your monthly allowance. Paid plans (Core, Pro, Teams and Enterprise) lower the minimum interval to 1 minute and remove the cap on active scenarios. Your Chargebee subscription is separate and is not covered here.
02What do you need to connect Chargebee to Make?
A Chargebee account and a Make account. Make's documentation lists no specific prerequisite for Chargebee. You add any Chargebee module, click Create a connection, give it a name if you like, then either approve Make on Chargebee's page or paste the key Chargebee provides, and save. Make then shows, inside each module, the Chargebee data it can read. The same connection then serves every Chargebee module in your scenarios, so you only do this once per account.
03Do Chargebee triggers in Make work in real time?
Only one does. Watch Events is an instant trigger: Chargebee calls Make through a webhook as soon as an event happens. Watch Customers, Watch Invoices and Watch Subscriptions are scheduled triggers: Make checks Chargebee at each run of the scenario, every 15 minutes by default, and no faster than 15 minutes on the Free plan. Paid plans go down to 1 minute. When a few minutes of delay would be a problem, build on Watch Events.
04What if a Chargebee module is missing in Make?
Use Make an API Call. It sends any request to the Chargebee API with the connection you already set up, so it covers what the listed modules do not. It also helps if your Chargebee site is not on version 2.0, since both subscription-for-items modules need that version. Keep in mind that Make's documentation for Chargebee is marked as limited, so test each call with Run once on a test customer before using it on real billing data.
05Should you use Make or n8n for Chargebee?
It depends on your team. Make offers 35 ready-made Chargebee modules, a visual editor with a Run once test button, and a Free plan to try it. Chargebee also has a node on n8n, so both tools can do the job. Pick the one your team already uses for its other automations, since keeping everything in one place makes scenarios easier to maintain. If you are starting from scratch, build the same small scenario in each and keep the one that feels clearer.
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