--- title: "Connect CallRail to Chargebee - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Create Customer\" in Chargebee." canonical: "https://apiant.ai/connect/callrail-to-chargebee" --- # Connect CallRail to Chargebee When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Create Customer** in [Chargebee](https://apiant.ai/connections/chargebee). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers 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 CallRail 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 CallRail can start in Chargebee - When **Outbound Call Completed** in CallRail then **Create Customer** in Chargebee - When **SMS Received** in CallRail then **Update Customer** in Chargebee 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 CallRail and Chargebee ## Triggers and actions 7 triggers · 16 actions - Trigger **Form Captured** Triggers when a form is captured. - Trigger **Outbound Call Completed** Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires. - Trigger **Phone Call Started** Triggers when an inbound phone call is started. - Trigger **SMS Received** Triggers when an SMS message is received. - Trigger **SMS Sent** Triggers when an SMS message is sent. - 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 - [ **CallRail** CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure...](https://apiant.ai/connections/callrail) - [ **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 CallRail - [ **CallRail to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/callrail-to-vercel) - [ **CallRail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/callrail-to-hubspot) - [ **CallRail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/callrail-to-salesforce) - [ **CallRail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/callrail-to-slack) - [ **CallRail to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/callrail-to-google-sheets) - [ **CallRail to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/callrail-to-gmail) ## 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) - [ **Asana to Chargebee** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-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) Questions ## CallRail and Chargebee, answered ### ### What can start an automation from CallRail? Any of CallRail's 5 triggers in the catalog, including Outbound Call Completed, SMS Received, Form Captured and Phone Call Started. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Chargebee when something happens in CallRail? 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 CallRail? Chargebee has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Chargebee's API documentation and adds it. ### ### Do I have to build a connector for CallRail 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 CallRail and Chargebee without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Chargebee 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.