--- title: "Connect Chargebee and GAIL - APIANT.ai" description: "When \"New Payment Method\" fires in Chargebee, your agent runs \"Add contact list\" in GAIL, or \"New Call in List\" in GAIL to \"Create Customer\" in Chargebee." canonical: "https://apiant.ai/connect/chargebee-to-gail" --- # Connect Chargebee and GAIL When **New Payment Method** fires in [Chargebee](https://apiant.ai/connections/chargebee), your agent runs **Add contact list** in [GAIL](https://apiant.ai/connections/gail), or **New Call in List** in GAIL to **Create Customer** in Chargebee. Describe the whole flow and it is built, tested on every scenario and kept running. Chargebee **2** triggers Chargebee **16** actions GAIL **1** trigger GAIL **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Chargebee and GAIL 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 Chargebee and GAIL can do together ### From Chargebee to GAIL - When **New Payment Method** in Chargebee then **Add contact list** in GAIL - When **Payment Method Updates** in Chargebee then **Add contacts to contact list** in GAIL ### From GAIL to Chargebee - When **New Call in List** in GAIL then **Create Customer** in Chargebee - When **New Call in List** in GAIL 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 Chargebee and GAIL ## Triggers and actions 3 triggers · 38 actions - 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 Call in List** Triggers when a new processed call appears in your organization's call list. - Action **Add contact list** Creates a new contact list in GAIL with a name and description. - Action **Add contacts to contact list** Adds one or more existing contacts to a contact list. - Action **Add contact to campaign** Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences. - Action **Add do not call entry** Adds a phone number to your Gail Do Not Call list so it is no longer contacted. If the number is already listed, returns the existing entry. - Action **Agency Details** Returns the details of the GAIL organization (agency) tied to the connected account, including its name, phone numbers, schedule, address, owner and FAQs. - Action **Create Contact** Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details. - Action **Delete do not call entry** Removes a phone number from the Do Not Call list by deleting its entry, so the number can be called and messaged again. - Action **Find Contact by Phone** Returns the contacts that match the specified phone number. - Action **Find conversations** Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user. - Action **Get call** Returns a processed call by its ID, including the phone numbers, duration, status, and linked contact and campaign. An error occurs if the call is not found. - Action **Get call transcript** Returns the full transcript of a call: what the caller and the AI agent said, with timings, plus any tool calls made during the call. - Action **Get campaign** Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds. - Action **Get contact** Returns one GAIL contact by its ID, including names, emails, phone numbers, contact lists and custom variable data. An error occurs if the contact is not found. - Action **Get conversation** Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data. - Action **List calls** Returns the identifiers of all processed calls in your organization, newest first. - Action **List campaigns** Returns all campaigns in the GAIL organization, including their status, sequences and contact lists. - Action **List contact lists** Returns all contact lists in your Gail account, optionally with the number of contacts in each. - Action **List contacts** Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email. - Action **Make Outbound Call** Starts a single outbound AI phone call to a phone number using a saved script or an inline script. - Action **Send SMS** Sends an SMS text message to a phone number from your GAIL account. - Action **Start campaign** Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status. - Action **Stop campaign** Stops a running campaign so its pending calls and messages are no longer processed; calls already in progress finish. Returns the updated campaign. ## Each app on its own - [ **Chargebee** Chargebee is a subscription management and recurring billing solution used by businesses to customize...](https://apiant.ai/connections/chargebee) - [ **GAIL** GAIL is a tool built for the Financial Services industry that will help you sell more, serve Customers 24/7...](https://apiant.ai/connections/gail) Reviews ## What our customers say ## More from Chargebee - [ **Chargebee to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargebee-to-hubspot) - [ **Chargebee to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargebee-to-salesforce) - [ **Chargebee to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargebee-to-slack) - [ **Chargebee to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/chargebee-to-google-sheets) - [ **Chargebee to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/chargebee-to-gmail) - [ **Chargebee to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/chargebee-to-google-calendar) ## More into GAIL - [ **ActiveCampaign to GAIL** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gail) - [ **Airtable to GAIL** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-gail) - [ **Asana to GAIL** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-gail) - [ **ClickUp to GAIL** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-gail) - [ **Discord to GAIL** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-gail) - [ **Freshdesk to GAIL** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-gail) Questions ## Chargebee and GAIL, answered ### ### What can start an automation from Chargebee? Any of Chargebee's 2 triggers in the catalog, including New Payment Method and Payment Method Updates. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in GAIL when something happens in Chargebee? Any of GAIL's 22 actions, including Create Contact, Send SMS, Add contact list and Add contacts to contact list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GAIL to Chargebee? Yes. When something happens in GAIL, your agent can act in Chargebee too. This page covers both directions: GAIL's triggers and Chargebee's actions are listed here as well. ### ### Do I have to build a connector for Chargebee or GAIL? 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 Chargebee and GAIL 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.