Connect Chargebee and DocuSign

Both apps 40Chargebee 18DocuSign 22

• 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 envelope sent

  Triggered when an envelope is sent from the DocuSign account.

• Action
  Add Envelope Recipients

  Add one or more recipients to an existing envelope.

• Action
  Create Envelope

  Create and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).

• Action
  Create Envelope From Template

  Create and send an envelope from an existing template using template roles.

• Action
  Create Recipient View

  Generate an embedded signing URL (recipient view) for a recipient of an envelope.

• Action
  Delete Envelope Recipient

  Remove a recipient from an envelope by recipient ID.

• Action
  Get Envelope

  Retrieve a single envelope's status and details by envelope ID.

• Action
  Get envelope audit events

  Retrieve the audit event log for an envelope.

• Action
  Get envelope document

  Downloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.

• Action
  Get Envelope Documents

  List the documents contained in an envelope.

• Action
  Get Envelope Recipients

  List the recipients of an envelope and their signing status.

• Action
  Get Envelope Status Changes

  List envelopes whose status changed since a given date (status polling).

• Action
  Get Template

  Retrieve a single template's definition by template ID.

• Action
  Get user

  Retrieves the information for a DocuSign user.

• Action
  List Account Users

  List the users in the DocuSign account.

• Action
  List Envelopes

  List envelopes in the account, optionally filtered by status and modified date.

• Action
  List Folders

  List the folders in the account.

• Action
  List Templates

  List the envelope templates in the account.

• Action
  Send Envelope

  Send a draft envelope by changing its status to sent.

• Action
  Update envelope

  Changes an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.

• Action
  Update Envelope Recipients

  Update existing recipients on an envelope (e.g. correct email or name).

• Action
  Void Envelope

  Void a sent envelope, providing a void reason.

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