--- title: "Connect Asana and Chargebee - APIANT.ai" description: "When \"Completed task in project\" fires in Asana, your agent runs \"Create Customer\" in Chargebee." canonical: "https://apiant.ai/connect/asana-to-chargebee" --- # Connect Asana and Chargebee When **Completed task in project** fires in [Asana](https://apiant.ai/connections/asana), your agent runs **Create Customer** in [Chargebee](https://apiant.ai/connections/chargebee), or **New Payment Method** in Chargebee to **Add tag to task** in Asana. Describe the whole flow and it is built, tested on every scenario and kept running. Asana **10** triggers Asana **24** actions Chargebee **2** triggers Chargebee **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Asana and Chargebee to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Asana and Chargebee can do together ### From Asana to Chargebee - When **Completed task in project** in Asana then **Create Customer** in Chargebee - When **New comment on task** in Asana then **Update Customer** in Chargebee ### From Chargebee to Asana - When **New Payment Method** in Chargebee then **Add tag to task** in Asana - When **Payment Method Updates** in Chargebee then **Add task to section** in Asana Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Asana and Chargebee ## Triggers and actions 12 triggers ยท 40 actions - Trigger **Completed task in project** Triggered when any task is completed in the selected project. - Trigger **New comment on task** Triggered when any new comment is made to the selected task. - Trigger **New or updated task in project** Triggered when any task is added or updated in the specified project in the specified workspace. - Trigger **New project in workspace** Triggered when a new project is added to the selected workspace. - Trigger **New story on task** Triggered when any new story is made to the selected task. - Trigger **New tag in workspace** Triggered when a new tag is added to the selected workspace. - Trigger **New task assigned to you in workspace** Triggered when a task is assigned to you in the selected workspace. - Trigger **New team in workspace** Triggered when a new team is added to the selected workspace. - Trigger **New user** Triggered when a new user is created. - Trigger **New workspace** Triggered when a new workspace is created. - Action **Add attachment** Upload an attachment to a task. - Action **Add tag to task** Adds an existing tag to a task. - Action **Add task to section** Moves a task into a section of a project. - Action **Associate task to project** Associates a newly created task to a specified project in the specified workspace. - Action **Complete task** Marks a task as completed. - Action **Create new comment** Creates a new comment on the specified task. - Action **Create new project** Creates a new project in the specified workspace. - Action **Create new task** Creates a new task in a workspace or project. - Action **Create section in project** Creates a new section within a project. - Action **Create subtask** Creates a subtask under an existing parent task. - Action **Delete comment** Delete a comment (story) by gid. - Action **Delete project** Delete a project by gid. - Action **Delete task** Permanently deletes a task. - Action **Duplicate task** Creates a copy of an existing task. - Action **Find tasks in project** Returns the tasks belonging to a project. - Action **Get project** Fetch a single project by its gid. - Action **Get task by ID** Returns a single task's details by its ID. - Action **Get user** Fetch a single user by gid (or 'me'). - Action **List attachments** List attachments on a task. - Action **List projects** List projects in a workspace, optionally filtered by team. - Action **List users** List users in a workspace. - Action **Remove tag from task** Removes a tag from a task. - Action **Update project** Update a project's fields (name, notes, due date, etc). - Action **Update task** Updates an existing task's fields. - Trigger **New Payment Method** Triggers when a payment method is added. - Trigger **Payment Method Updates** Triggers when a payment method is updated. - Action **Cancel Subscription** Cancels a Chargebee subscription immediately, at the end of the term, or on a specific date. - Action **Change Next Billing Date** Updates next billing date of a subscription. - Action **Create Customer** Creates a customer in Chargebee, optionally with a billing address and a payment source (card, bank account, payment method token or payment intent). - Action **Create Subscription** Creates a new subscription for an existing Chargebee customer from one or more item prices, and returns the subscription along with the customer, card and any invoice it generated. - Action **Delete Customer Card** Deletes the card on file for a customer. Chargebee turns off auto collection for the customer and fires a card_deleted event. Succeeds without error when the customer has no card. - Action **Fetch Customer Subscription Details** Retrieves a subscription by ID, along with the customer who owns it and their card on file. - Action **Fetch Subscription Invoice Details** Fetches the invoices raised for one subscription, most recent first by default, with optional filters on status, dates and more. - Action **Find Existing Subscription** Returns up to 100 subscriptions that match all of the specified criteria, such as subscription ID, customer ID, plan item or status. - Action **Finds an Existing Customer** Finds customers whose details exactly match the criteria you supply (email, name, company, phone, ID and more). Returns up to 100 matches and the first match on its own. - Action **Get Invoice** Retrieves a single Chargebee invoice by its ID. - Action **List Invoices** Returns all invoices in the Chargebee site. - Action **Reactivate Subscription** Restores a cancelled subscription to active, or to trial when a trial end is given. - Action **Record Offline Payment for an Invoice** Records a payment received outside Chargebee (cash, check, bank transfer, etc.) against an invoice. The invoice must be in payment_due, posted or not_paid status. - Action **Update Card Payment Source** Changes the cardholder name, expiry date or billing address on a customer's saved card. - Action **Update Customer** Updates the details of an existing Chargebee customer, including custom fields. Billing address and VAT number are changed through Chargebee's separate billing-info update, not this action. - Action **Update Subscription** Updates a subscription in Chargebee. ## Each app on its own - [ **Asana** Asana is a collaborative information manager for workspace.](https://apiant.ai/connections/asana) - [ **Chargebee** Chargebee is a subscription management and recurring billing solution used by businesses to customize...](https://apiant.ai/connections/chargebee) Reviews ## What our customers say ## More from Asana - [ **Asana to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/asana-to-hubspot) - [ **Asana to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/asana-to-salesforce) - [ **Asana to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/asana-to-slack) - [ **Asana to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/asana-to-google-sheets) - [ **Asana to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/asana-to-google-calendar) - [ **Asana to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/asana-to-google-drive) ## More into Chargebee - [ **Attio to Chargebee** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-chargebee) - [ **ActiveCampaign to Chargebee** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-chargebee) - [ **Airtable to Chargebee** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-chargebee) - [ **Brevo to Chargebee** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-chargebee) - [ **Calendly to Chargebee** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-chargebee) - [ **Capsule CRM to Chargebee** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-chargebee) Questions ## Asana and Chargebee, answered ### ### What can start an automation from Asana? Any of Asana's 10 triggers in the catalog, including Completed task in project, New comment on task, New or updated task in project and New project in workspace. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Chargebee when something happens in Asana? Any of Chargebee's 16 actions, including Create Customer, Create Subscription, Update Card Payment Source and Update Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Chargebee to Asana? Yes. When something happens in Chargebee, your agent can act in Asana too. This page covers both directions: Chargebee's triggers and Asana's actions are listed here as well. ### ### Do I have to build a connector for Asana or Chargebee? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Asana and Chargebee without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.