Integration
Connect Chargebee and Pipeliner
When something happens in Chargebee or Pipeliner, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Chargebee and Pipeliner to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Chargebee and Pipeliner can do together
From Chargebee to Pipeliner
When New Payment Method in Chargebee
then Add account in Pipeliner
When Payment Method Updates in Chargebee
then Add contact in Pipeliner
From Pipeliner to Chargebee
When New account in Pipeliner
then Create Customer in Chargebee
When New contact in Pipeliner
then Create Subscription 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 Pipeliner
Triggers and actions 7 triggers · 34 actions
Trigger
New Payment MethodTriggers when a payment method is added.
Trigger
Payment Method UpdatesTriggers when a payment method is updated.
Action
Cancel SubscriptionCancels a Chargebee subscription immediately, at the end of the term, or on a specific date.
Action
Change Next Billing DateUpdates next billing date of a subscription.
Action
Create CustomerCreates a customer in Chargebee, optionally with a billing address and a payment source (card, bank account, payment method token or payment intent).
Action
Create SubscriptionCreates 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 CardDeletes 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 DetailsRetrieves a subscription by ID, along with the customer who owns it and their card on file.
Action
Fetch Subscription Invoice DetailsFetches the invoices raised for one subscription, most recent first by default, with optional filters on status, dates and more.
Action
Find Existing SubscriptionReturns 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 CustomerFinds 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 InvoiceRetrieves a single Chargebee invoice by its ID.
Action
List InvoicesReturns all invoices in the Chargebee site.
Action
Reactivate SubscriptionRestores a cancelled subscription to active, or to trial when a trial end is given.
Action
Record Offline Payment for an InvoiceRecords 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 SourceChanges the cardholder name, expiry date or billing address on a customer's saved card.
Action
Update CustomerUpdates 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 SubscriptionUpdates a subscription in Chargebee.
Trigger
New accountFires when a new Account is created in Pipeliner.
Trigger
New contactFires when a new Contact is created in Pipeliner.
Trigger
New leadFires when a new Lead is created in Pipeliner.
Trigger
New opportunityFires when a new Opportunity is created in Pipeliner.
Trigger
Updated opportunityFires when an Opportunity is updated in Pipeliner.
Action
Add accountAdds a new account
Action
Add contactCreate a new Contact record.
Action
Add leadCreate a new Lead record.
Action
Add noteAdds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
Action
Add opportunityCreate a new Opportunity record.
Action
Add productCreate a new Product record.
Action
Delete accountDeletes a Pipeliner account by its id.
Action
Delete contactRemove Contact with given id.
Action
Find accounts by nameReturns up to 30 accounts whose name matches the specified name.
Action
Find contacts by emailReturns up to 30 contacts whose primary email matches the specified email.
Action
Get accountRetrieves a single account by its id.
Action
Get contactReturn Contact with given id.
Action
Get leadReturn Lead with given id.
Action
Get opportunityReturn Opportunity with given id.
Action
Update accountUpdate an existing Account record.
Action
Update contactUpdate an existing Contact record.
Action
Update leadUpdate an existing Lead record.
Action
Update opportunityUpdate an existing Opportunity record.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Chargebee
Chargebee to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Chargebee to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Chargebee to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Chargebee to Google SheetsGoogle Sheets
Chargebee to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Chargebee to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Pipeliner
HubSpot to PipelinerHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to PipelinerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PipelinerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PipelinerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PipelinerMailchimp marketing automation and email platform.
Pipedrive to PipelinerPipedrive is a sales CRM and pipeline management tool.
Questions
Chargebee and Pipeliner, 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 Pipeliner when something happens in Chargebee?
Any of Pipeliner's 18 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipeliner to Chargebee?
Yes. When something happens in Pipeliner, your agent can act in Chargebee too. This page covers both directions: Pipeliner's triggers and Chargebee's actions are listed here as well.
Do I have to build a connector for Chargebee or Pipeliner?
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.
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.