Chargebee + Refersion Integration

Integrate Chargebee to Refersion in one click, or tell Integrately AI how you want each customer handled. Sync subscription events, create affiliate profiles, update partner records, and automate commission tracking instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
Arrow Right
2.
  • 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
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready WorkflowsReady Workflows   for Chargebee + Refersion Integration

Create affiliates from new customers, track subscription invoices, update affiliate details, and manage conversions, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Chargebee + Refersion flow

Notify your team about new subscriptions, update marketing lists, and log financial records. Pick a combination and activate it in one click.

Chargebee
Refersion
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
ShopifyShopify (4)
+
HubSpotHubSpot (4)
+
Google SheetsGoogle Sheets (4)
+
QuickBooks OnlineQuickBooks Online (4)
C
R
S
Create a Refersion affiliate from every new Chargebee customer and notify your sales team in Slack
New Chargebee customers instantly become Refersion affiliates while your Slack channel gets an immediate notification, removing manual coordination.
C
R
S
When a Chargebee subscription is cancelled, search the affiliate in Refersion and alert your support channel in Slack
Cancelled subscriptions trigger an affiliate review in Refersion while Slack alerts your team instantly.
R
C
S
When a Refersion conversion is approved, record an offline payment for the invoice in Chargebee and notify your finance channel in Slack
Approved Refersion conversions automatically record offline payments in Chargebee and alert your finance team on Slack.
R
C
S
When a conversion cancellation is added in Refersion, update the customer in Chargebee and notify your operations team in Slack
Refersion conversion cancellations update Chargebee customer records while keeping your operations team updated in Slack.

Supported triggers and actions for Chargebee and Refersion

Mix and match to build the exact automation you need

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
Try it →
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
Try it →
Get list of invoices in Chargebee
Retrieves a list of invoices from the database
Try it →
Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Try it →
Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
Try it →
Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
Try it →
Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
Try it →
Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
Try it →
Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
Try it →
Create affiliate in Refersion
Generates unique referral links for affiliate partners
Try it →
Search affiliate in Refersion
Searches for a particular affiliate partner
Try it →
Get affiliate in Refersion
Retrieves details of an affiliate partner
Try it →
Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with Chargebee + Refersion?

Streamline your subscription billing and affiliate management with ready-to-run automation recipes.

What you can automate?
🔄
Automate affiliate creation from new subscriptions
Create a Refersion affiliate automatically whenever a new customer or subscription is created in Chargebee, removing manual data entry.
📋
Capture every submitted customer field
Map complete customer and invoice details from Chargebee into Refersion profile fields instead of just names and emails.
🔔
Notify your team as soon as it happens
Send instant channel alerts in Slack whenever subscription cancellations or affiliate conversion updates occur.
🔀
Route records based on submitted fields
Trigger different affiliate actions or team notifications depending on specific subscription tiers or invoice amounts.
🔄
Keep destination records up to date
Update existing affiliate details and customer statuses automatically whenever subscription plans or billing dates change.
🔍
Search and update instead of creating duplicates
Search for existing customer and affiliate records before performing create operations to maintain a clean database.
💳
Handle later status changes and payouts
Manage subscription cancellations, invoice payments, and conversion approvals seamlessly across both platforms.
💬
Extend flows to popular supporting apps
Connect your Chargebee and Refersion core flow with Slack, Google Sheets, or QuickBooks Online to expand your workspace automation.
And much more...

Who is Chargebee + Refersion integration for?

Subscription businesses and affiliate managers eliminate manual data entry between billing events and partner network tracking.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Account managers
Account managers
Operations teams
Operations teams
Sales representatives
Sales representatives
Finance managers
Finance managers
📈
Performance marketers
You're running affiliate campaigns across multiple networks but your partner tracking sheet only updates when someone manually exports customer records, so the commission metrics you're optimising against are always a few hours behind — with this integration, every new customer record lands in your affiliate platform instantly and your data stays current.
Customer success managers
You manage subscriber onboarding and need to verify partner referrals quickly, but account updates get stuck in billing logs until someone checks them by hand — automating both apps means every subscription change triggers instant profile updates so you never miss a referral milestone.
🤝
Account managers
You answer to partner stakeholders who want to see real-time network growth, but manual record creation between systems leaves gaps in your progress reports — connecting these apps means every billing event updates your partner database automatically without extra data entry.
⚙️
Operations teams
The volume of new subscriptions and partner conversions is too high for anyone to keep up by hand, leading to delayed affiliate approvals and frustrated partners — automating both apps means every customer creation and conversion event is handled instantly without manual intervention.
👥
Sales representatives
You own the next step in closing referred leads and depend on someone upstream to hand over correct subscriber details, but delays cause lost context — this integration means every billing and affiliate record is populated immediately so your team can follow up without waiting.
📊
Finance managers
You need a reliable history of subscription invoices and affiliate payouts, but manual reconciliation keeps producing gaps between platforms — automating both apps means every financial record matches up correctly and your books stay accurate.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Chargebee + Refersion

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

1,500+ apps connected
1,500+ apps connected
Connect Chargebee + Refersion 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
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Select a trigger from Google Sheets
2
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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 Chargebee to Refersion?
Frequently Asked Questions
You can connect Chargebee to Refersion in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations. You can also connect other apps like Slack, Google Sheets, or HubSpot effortlessly.
Can I automatically create a Refersion affiliate when a customer is created in Chargebee?
Frequently Asked Questions
Can I connect Chargebee, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chargebee and Refersion?
Frequently Asked Questions
How does Chargebee handle customer data in this integration?
Frequently Asked Questions
How does Refersion manage affiliate conversions with Chargebee?
Frequently Asked Questions
Can I set up this integration without coding?
Frequently Asked Questions
Is the Chargebee and Refersion integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Chargebee or Refersion With 1500+ Other Apps

Chargebee
Popular Chargebee Integrations
Connect Chargebee to billing, CRM, and analytics platforms to manage subscriptions and revenue operations.
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Refersion
Popular Refersion Integrations
Connect Refersion to marketing, email, and e-commerce tools to grow and track your affiliate networks.
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Refersion Integrations arrow right
No popular apps found