Exact Online + Chargebee Integration

Integrate Chargebee to Exact Online in one click, or tell Integrately AI how you want each customer handled. Sync your customer records, create corresponding Exact Online accounts, update contact details, and trigger billing follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • 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
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2.

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Ready WorkflowsReady Workflows ย  for Exact Online + Chargebee Integration

Capture new Chargebee customers, create Exact Online accounts, update records, and keep billing aligned, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Chargebee + Exact Online flow

Connect customer data to your CRM, support ticketing, and messaging tools as soon as billing events occur. Pick a combination and activate it in one click.

Exact Online
Chargebee
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
StripeStripe (2)
+
SlackSlack (2)
+
GmailGmail (2)
+
Google SheetsGoogle Sheets (2)
C
E
S
Create an Exact Online contact for every new Chargebee customer, and add a record in Salesforce
New Chargebee customers instantly update your Exact Online accounts and Salesforce records without manual data entry.
C
E
S
When an invoice is generated in Chargebee, create an Exact Online document and open a task in Salesforce
Every Chargebee invoice generates an Exact Online document and a follow-up task in Salesforce automatically.
C
E
S
Update Exact Online accounts and Salesforce records whenever a subscription is created in Chargebee
New Chargebee subscriptions update your Exact Online accounting records and Salesforce accounts instantly.

Supported triggers and actions for Exact Online and Chargebee

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Search contact by first name in Exact Online
Searches for a contact by first name
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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Create document in Exact Online
Creates a new document
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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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
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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
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Get list of invoices in Chargebee
Retrieves a list of invoices from the database
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What can you automate with Chargebee + Exact Online?

Streamline your subscription management and accounting workflows with automated triggers and actions.

What you can automate?
๐Ÿงพ
Sync new customers to accounting software
Create an Exact Online account automatically whenever a new customer is created in Chargebee to keep your records unified.
๐Ÿ“‹
Capture comprehensive billing details
Map subscription parameters and customer information directly into your accounting platform without manual data entry.
๐Ÿ””
Notify teams when invoices generate
Alert your billing team immediately or generate accounting documents the moment an invoice is generated in Chargebee.
๐Ÿ”€
Route records based on subscription updates
Update exact accounts and trigger specific workflows when subscriptions change, pause, or reactivate.
๐Ÿ”„
Keep account information updated
Synchronize customer updates and address changes across both platforms to eliminate discrepancies.
๐Ÿ›ก๏ธ
Prevent duplicate records
Search existing accounts in Exact Online before creating new entries to keep your database clean.
๐Ÿ’ฐ
Handle payment and invoice events
Record offline payments, track successful transactions, and update invoices as soon as payment statuses change.
๐Ÿ“Š
Extend your billing workflow to team apps
Push subscription data and invoice updates into collaborative platforms like Slack or Google Sheets for broader visibility.
And much more...

Who is Chargebee + Exact Online integration for?

Financial teams, operations managers, and subscription businesses streamline their billing reconciliation and accounting operations with this automation.

Financial controllers
Financial controllers
Customer success managers
Customer success managers
Operations directors
Operations directors
High-volume merchants
High-volume merchants
Account executives
Account executives
Compliance officers
Compliance officers
๐Ÿ“ˆ
Financial controllers
You're reviewing subscription revenue but your Exact Online books only update when someone manually reconciles invoices, so your monthly reports are always lagging behind โ€” this integration means every generated Chargebee invoice lands in Exact Online instantly and your financial records stay accurate.
๐Ÿšจ
Customer success managers
You need to act fast on failed payments, but you find out about billing issues too late because subscription alerts sit unread in your inbox โ€” automating both apps means every failed Chargebee payment instantly updates your Exact Online records so you can resolve issues immediately.
๐Ÿ“‹
Operations directors
You answer to stakeholders who want to see active billing numbers and updated accounts, but manual data entry leaves gaps in your tracking โ€” connecting these apps means every new Chargebee subscription directly updates your Exact Online account status without manual delays.
๐Ÿ“ˆ
High-volume merchants
The volume of incoming subscriptions is too high for anyone to keep up by hand, leading to missed account creations and mismatched ledgers โ€” this integration means every new customer creation in Chargebee automatically provisions the corresponding Exact Online account at scale.
๐Ÿค
Account executives
You own the onboarding step and depend on billing to hand over payment confirmations, but manual handoffs delay client setup โ€” automating both apps means successful Chargebee payments trigger immediate Exact Online account updates so you can start onboarding right away.
๐Ÿ—‚๏ธ
Compliance officers
You need a reliable audit history and keep finding gaps between subscription invoices and your accounting system โ€” connecting the two means every Chargebee transaction flows securely into Exact Online to maintain complete records.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Exact Online + Chargebee

Build and manage your Exact Online + 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 Exact Online + 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 โ€” 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chargebee to Exact Online?
Frequently Asked Questions
You can connect Chargebee to Exact Online using 1-click automations on Integrately, along with popular tools like HubSpot, Slack, and Google Sheets.
Can I automatically sync new Chargebee invoices to Exact Online?
Frequently Asked Questions
Can I connect Chargebee, Exact Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chargebee and Exact Online?
Frequently Asked Questions
How do customer updates flow from Chargebee to Exact Online?
Frequently Asked Questions
Can Exact Online contact updates reflect back in Chargebee?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Chargebee and Exact Online integration free?
Frequently Asked Questions
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