Act! 365 + Chargebee Integration

Integrate Act! 365 to Chargebee in one click, or tell Integrately AI how you want each contact handled. Search for existing records, create new customers, set up subscriptions, and sync your billing details automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Chargebee
    Invoice is generated in Chargebee Instant
  • Chargebee
    Subscription is updated/changed in Chargebee Instant
  • Chargebee
    Subscription is activated in Chargebee Instant
  • Chargebee
    Subscription is created in Chargebee Instant
  • Chargebee
    Subscription cancellation scheduled in Chargebee Instant
  • Chargebee
    Subscription is Paused in Chargebee Instant
  • Chargebee
    Subscription is resumed in Chargebee Instant
  • Chargebee
    Subscription is cancelled in Chargebee Instant
  • Chargebee
    Subscription is reactivated in Chargebee Instant
  • Chargebee
    Customer is updated in Chargebee Instant
  • Chargebee
    Customer is created in Chargebee Instant
  • Chargebee
    Payment method is added in Chargebee Instant
  • Chargebee
    Payment method is updated in Chargebee Instant
  • Chargebee
    Payment is failed in Chargebee Instant
  • Chargebee
    Payment is successful in Chargebee Instant
  • Chargebee
    Card expired in Chargebee Instant
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Chargebee
    Search customer in Chargebee
  • Chargebee
    Create customer in Chargebee
  • Chargebee
    Update customer in Chargebee
  • Chargebee
    Change billing date in Chargebee
  • Chargebee
    Create subscription in Chargebee
  • Chargebee
    Get subscription by ID in Chargebee
  • Chargebee
    Record offline payment for an Invoice in Chargebee
  • Chargebee
    Get list of invoices in Chargebee

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Ready Workflows Ready Workflows for Act! 365 + Chargebee Integration

Create customers, set up subscriptions, record offline payments, generate invoices, and track billing updates, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Act! 365 + Chargebee flow

Teams often need to notify colleagues, sync financial records, or send update emails after contacts and subscriptions change. Pick a combination and activate it in one click.

Act! 365
Chargebee
+
StripeStripe (6)
+
SlackSlack (6)
+
HubSpotHubSpot (6)
+
GmailGmail (6)
+
XeroXero (6)
+
Google SheetsGoogle Sheets (6)
A
C
S
Create a Chargebee customer when a new contact is created in Act! 365, and create a customer in Stripe.
New Act! 365 contacts instantly generate customer profiles in Chargebee and Stripe, keeping your billing platforms aligned without manual entry.
C
A
S
When a subscription is created in Chargebee, create contact in Act! 365 and create a customer in Stripe.
New Chargebee subscriptions automatically create contacts in Act! 365 and customers in Stripe, keeping sales and billing fully synchronised.
C
S
When an invoice is generated in Chargebee, update customer in Chargebee and create a customer in Stripe.
Generated Chargebee invoices update customer records and create matching Stripe customer profiles automatically.
C
A
S
When a payment is successful in Chargebee, create contact in Act! 365 and create a customer in Stripe.
Successful Chargebee payments immediately log contacts in Act! 365 and set up matching Stripe customer profiles.
C
A
S
Use ChatGPT to summarise every new Chargebee invoice, create contact in Act! 365, and create a customer in Stripe.
AI summarises invoice data from Chargebee, logs new contacts in Act! 365, and creates customer records in Stripe automatically.
C
A
S
When a subscription is cancelled in Chargebee, update customer in Chargebee, create contact in Act! 365, and create a customer in Stripe.
Cancelled Chargebee subscriptions update customer files, log Act! 365 contacts, and set up Stripe profiles in one automated flow.

Supported triggers and actions for Act! 365 and Chargebee

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Chargebee
Chargebee Triggers & Actions
Instant
Invoice is generated in Chargebee
Triggers the automation when a new invoice is created
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Instant
Subscription is updated/changed in Chargebee
Triggers the automation when a subscription is updated
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Instant
Subscription is activated in Chargebee
Triggers the automation when a subscription is activated
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Instant
Subscription is created in Chargebee
Triggers the automation when a new subscription is created
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Instant
Subscription cancellation scheduled in Chargebee
Triggers the automation when a subscription cancellation is scheduled
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Instant
Subscription is Paused in Chargebee
Triggers the automation when a subscription is paused
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Instant
Subscription is resumed in Chargebee
Triggers the automation when a subscription is resumed
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Instant
Subscription is cancelled in Chargebee
Triggers the automation when a subscription is cancelled
Try it →
Instant
Subscription is reactivated in Chargebee
Triggers the automation when a subscription is reactivated
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Instant
Customer is updated in Chargebee
Triggers the automation when customer details are updated
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Instant
Customer is created in Chargebee
Triggers the automation when a new customer is created
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Instant
Payment method is added in Chargebee
Triggers the automation when a new payment method is added
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Instant
Payment method is updated in Chargebee
Triggers the automation when a payment method is updated
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Instant
Payment is failed in Chargebee
Triggers the automation when a payment fails
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Instant
Payment is successful in Chargebee
Triggers the automation when a payment is successfully processed
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Instant
Card expired in Chargebee
Triggers the automation when a card expires
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Search customer in Chargebee
Locates and retrieves customer information
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Create customer in Chargebee
Adds a new customer to the database
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Update customer in Chargebee
Updates a customer's information
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Change billing date in Chargebee
Updates the billing date for recurring payments
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Create subscription in Chargebee
Enrolls users in a subscription service
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Get subscription by ID in Chargebee
Retrieves a subscription record by its id
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Record offline payment for an Invoice in Chargebee
Logs offline payments received for invoices
Try it →
Get list of invoices in Chargebee
Retrieves a list of invoices from the database
Try it →

What can you automate with Act! 365 + Chargebee?

Streamline your customer management and subscription billing by automating routine handoffs between Act! 365 and Chargebee.

What you can automate?
🔄
Create a Chargebee customer for every new contact
Automatically generate a customer profile in Chargebee the moment a new contact is created in Act! 365. Eliminate manual data entry and keep your billing system instantly updated.
📝
Capture every submitted field and custom detail
Transfer all available contact attributes and custom fields from Act! 365 straight into Chargebee. Ensure your billing records contain complete customer context.
🔔
Notify your team instantly on Slack or email
Send automated notifications to your sales or finance channel whenever a new subscription is created or an invoice is generated in Chargebee.
🔀
Route subscriptions based on plan or tier
Send enterprise subscribers to dedicated account pipelines while routing standard plans through automated onboarding workflows in Chargebee.
🔄
Keep customer details synchronised across apps
Update Chargebee customer records automatically whenever corresponding contact details are modified in Act! 365, maintaining perfect data consistency.
🔍
Search and update existing customer records
Check if a customer already exists in Chargebee before creating a new profile, preventing duplicate accounts and messy billing data.
⚠️
Manage subscription cancellations and payment failures
Trigger automated follow-up workflows whenever a Chargebee subscription is cancelled, paused, or encounters a failed payment.
📊
Sync billing data to Google Sheets or Xero
Extend your Act! 365 and Chargebee workflow by automatically logging generated invoices and payment records into Google Sheets or Xero.
And much more...

Who is Act! 365 + Chargebee integration for?

Sales reps, billing managers, and finance teams struggling to keep contact records and subscription billing aligned across platforms benefit from this automated connection.

Sales analysts
Sales analysts
Support leads
Support leads
Account managers
Account managers
Sales operations teams
Sales operations teams
Billing specialists
Billing specialists
Finance directors
Finance directors
📈
Sales analysts
You're tracking contact deals in Act! 365 while managing billing in Chargebee, but your revenue reports only update when someone manually exports data, so the metrics you review are always outdated — with this integration, every new contact and invoice syncs instantly and your dashboards stay current.
Support leads
You're managing customer queries in Act! 365 without knowing their subscription status in Chargebee, but failed payments go unnoticed until customers complain, so your team reacts too late — automating both apps means payment failures trigger instant team alerts and faster resolutions.
🤝
Account managers
You're updating client details in Act! 365 while manually checking subscription renewals in Chargebee, but clients ask for billing updates before your records match, so communication breaks down — connecting these apps means every account status stays fully transparent.
📋
Sales operations teams
You're manually adding new Act! 365 contacts into Chargebee as subscriptions grow, but high lead volumes create backlogs and typos, so records fall behind — this integration means every contact and subscription is created without manual data entry.
💳
Billing specialists
You're processing invoices in Chargebee after sales reps close deals in Act! 365, but handoffs get delayed between systems, so billing cycles stall — automating both apps means payment and invoice creation happen the moment deals close.
📊
Finance directors
You're reconciling customer accounts across Act! 365 and Chargebee, but missing entries create audit gaps, so your financial history is incomplete — connecting these apps means every customer and payment record is logged reliably.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Act! 365 + Chargebee

Build and manage your Act! 365 + Chargebee automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Chargebee with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Chargebee?
Frequently Asked Questions
You can connect Act! 365 to Chargebee instantly using 1-click workflows on Integrately. With support for Stripe, Slack, HubSpot, Gmail, Xero, and Google Sheets, you can set up automated integrations effortlessly or use Integrately AI to build custom flows.
Can I automatically create Chargebee customers from Act! 365 contacts?
Frequently Asked Questions
Can I connect Act! 365, Chargebee, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Chargebee?
Frequently Asked Questions
How does Act! 365 handle new contact creation in workflows?
Frequently Asked Questions
How does Chargebee handle subscription updates and invoices?
Frequently Asked Questions
Can I automate Act! 365 and Chargebee without coding?
Frequently Asked Questions
Is the Act! 365 and Chargebee integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Chargebee With 1500+ Other Apps

Act! 365
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Chargebee
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Sync Chargebee with accounting, analytics, and support platforms to manage revenue operations.
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