When an invoice is created in Chargebee, create a contact and invoice in Xero
When an invoice is created in Chargebee, create a contact and invoice in Xero
Launch this workflow to connect
Chargebee &
Xero
!
■Overview
Do you find it time-consuming to manually enter information into Xero, your accounting software, after creating invoices in Chargebee, your subscription management tool? This duplicate data entry not only takes time but can also lead to human errors such as input mistakes.
With this workflow, you can seamlessly connect Chargebee and Xero. When an invoice is created, customer information and the invoice are automatically created in Xero, helping you eliminate these challenges and improve the accuracy and speed of your accounting processes.
■Who should use this template
- Teams using both Chargebee and Xero that manually handle everything from invoice issuance to accounting
- Teams looking to streamline operations because transferring data from Chargebee to Xero takes too much time
- Teams looking to automate the integration between subscription billing management and accounting processes
■Benefits of using this template
- Reduce time spent on manual work by automatically sending information to Xero when an invoice is created in Chargebee
- Prevent human errors such as input mistakes and missed entries by eliminating manual data transfer
■Flowbot steps
- First, connect Chargebee and Xero to Yoom
- Next, select Chargebee as the trigger and set it to “When an invoice is created”
- Then, run Chargebee’s “Get Customer” action to retrieve customer information
- Next, use the retrieved information to create or update customer information in Xero with “Create or Update Contacts”
- After that, prepare the information needed to create the invoice using Xero’s “Search Contacts” and the AI feature “Extract Text”
- Finally, configure Xero’s “Create Invoice” action to automatically create the invoice
※ “Trigger”: The action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- In Xero’s “Create or Update Contacts” action, choose which customer information retrieved from Chargebee should be registered in each field
- In Xero’s “Create Invoice” action, configure the invoice details, such as items, amounts, and dates, using values retrieved in previous actions or any other information you choose
■Notes
- Connect Chargebee and Contacts to Yoom separately.
- See below for how to retrieve information from Chargebee.
See how to retrieve information from Chargebee - Flowbots with more than five operations can be configured on the Mini plan or higher. Please note that Flowbots will not run on the Free plan.
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About the Apps
Chargebee
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Chargebee
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Xero
Templates using
Xero
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About the apps you use
Chargebee
Yoom allows you to integrate with Chargebee without code and automate operations on Chargebee via API. For example, when a deal is closed in a CRM like Salesforce or HubSpot, you can register customer information in Chargebee or automatically send invoices.
see detailsTemplates
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Add an item to a Webflow collection when a specific item is created in Chargebee
Automatically create an Intercom contact when a customer is created in Chargebee. Reduce manual data entry and errors so you can focus on supporting your customers.
Create a contact in Intercom when a customer is created in Chargebee
Automatically register users in WordPress.org when they start a Chargebee subscription. Reduce manual registration time and data entry errors to streamline membership site operations.
Create a user in WordPress.org when a subscription starts in Chargebee
Xero
Yoom allows you to integrate with Xero's API without any code, enabling you to automate operations in Xero via the API. For example, you can link customer information from Salesforce or HubSpot to Xero, or automatically create invoices and quotes in Xero using data from Google Sheets or Airtable.
see detailsTemplates
Use this Yoom flow to automatically create Contacts in Xero when a web form is submitted. Reduce manual entry and transcription errors while streamlining customer management for sales and accounting teams.
Create contacts in Xero from form submissions
Capture Jotform responses and automatically add them to Xero Contacts with Yoom. Reduce manual data entry, prevent input errors, and streamline customer data management and follow-up tasks.
Create contacts in Xero from Jotform submissions
Automatically create or update Xero contacts whenever a Google Form response is submitted. Eliminate manual data entry, prevent input errors, streamline customer information management, and stay focused on your core work.
Create contacts in Xero from information submitted through Google Forms
No-Code API Actions
Executable API actions
Flowbot triggers
When a Customer Is Created
When a Customer Is Changed
When a Customer Is Deleted
When a Subscription Is Created
When a Subscription Is Paused
When Subscription Is Reactivated
When Invoice Is Created
When Invoice Is Updated
When Invoice Is Deleted
When Item Is Created
When Item Is Updated
When Item Is Deleted
Flowbot operations
Create Customer
Update Customer
Delete Customer
Search Customers
Retrieve Customer
Add Contact Information
Delete Customer Contact
List Customer Contacts
Create Item
Update Item
Delete Item
List Items
Retrieve an Item
Create Subscription
Pause Subscription
Resume Subscription
Search Subscription
Retrieve Subscription
Flowbot triggers
When a Customer Is CreatedWhen a Customer Is ChangedWhen a Customer Is DeletedWhen a Subscription Is CreatedWhen a Subscription Is PausedWhen Subscription Is ReactivatedWhen Invoice Is CreatedWhen Invoice Is UpdatedWhen Invoice Is DeletedWhen Item Is CreatedWhen Item Is UpdatedWhen Item Is Deleted
Flowbot operations
Create CustomerUpdate CustomerDelete CustomerSearch CustomersRetrieve CustomerAdd Contact InformationDelete Customer ContactList Customer ContactsCreate ItemUpdate ItemDelete ItemList ItemsRetrieve an ItemCreate SubscriptionPause SubscriptionResume SubscriptionSearch SubscriptionRetrieve SubscriptionCreate InvoiceList InvoicesGet InvoiceDelete an InvoiceRetrieve Invoice Download URLGet Invoice PDF
Flowbot triggers
There is no action.
Flowbot operations
Create or Update ContactsGet a ContactSearch ContactsCreate InvoiceCreate BillEmail an InvoiceCreate QuoteCreate Purchase OrderUpdate InvoiceUpdate BillUpdate QuoteUpdate Purchase OrderSearch InvoicesSearch BillsSearch QuotesCreate or Update ItemsMore inspiration for you
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