Connect Chargebee and Circleback

Both apps 44Chargebee 18Circleback 26

• 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.

• Trigger
  New Action Item

  Triggers when a new action item is created in your Circleback meetings.

• Trigger
  New Meeting

  Triggers when a new meeting appears in your Circleback account.

• Action
  Create Action Item

  Creates a Circleback action item owned by you.

• Action
  Create Folder

  Creates a shared Circleback folder in a workspace.

• Action
  Create Tag

  Creates a Circleback tag.

• Action
  Delete Action Item

  Deletes a Circleback action item.

• Action
  Delete Folder

  Deletes a shared Circleback folder; its meetings stay with their owners.

• Action
  Delete Meeting

  Deletes a Circleback meeting you own.

• Action
  Delete Tag

  Permanently deletes a Circleback tag and removes it from every meeting.

• Action
  Get Company

  Returns a company by its domain, with its people and external links.

• Action
  Get Folder

  Returns a Circleback folder with its members, teams and rules.

• Action
  Get Meeting

  Returns a Circleback meeting with its notes, attendees, recording link and action items.

• Action
  Get Meeting Transcript

  Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment.

• Action
  Get Person

  Returns a person by profile ID with their profile details.

• Action
  Import Meeting

  Imports an existing meeting into Circleback with its name and notes.

• Action
  List Action Items

  Returns action items across your Circleback meetings, optionally filtered by status.

• Action
  List Calendar Events

  Returns upcoming events from your calendars connected to Circleback.

• Action
  List Companies

  Returns the companies whose people attend your Circleback meetings.

• Action
  List Folders

  Returns the Circleback folders you can see.

• Action
  List Meetings

  Returns a page of your Circleback meetings.

• Action
  List People

  Returns the people who attend your Circleback meetings, most recent first.

• Action
  List Tags

  Returns every Circleback tag available to you.

• Action
  Search Meetings

  Searches your Circleback meetings by name and content.

• Action
  Update Action Item

  Updates a Circleback action item's title, description or status.

• Action
  Update Meeting

  Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same.

• Action
  Update Tag

  Updates a Circleback tag's name or description.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.