When an invoice is created in Chargebee, create a contact and add a note in Intercom

■Overview

Do you manually register or update customer information in Intercom every time you create an invoice in Chargebee? This repetitive task is not only time-consuming but can also lead to human error, such as data entry mistakes. With this workflow, you can seamlessly connect Chargebee and Intercom to automate creating contacts and adding notes in Intercom whenever an invoice is created, helping you maintain more accurate customer records.

■Who Should Use This Template

• Customer support teams that spend too much time transferring information between Chargebee and Intercom
• Teams looking to streamline management by linking Chargebee billing information with Intercom customer data
• Teams working to automate customer data entry for their subscription business

■Benefits of Using This Template

• Information is automatically registered in Intercom when an invoice is created in Chargebee, reducing the time spent on manual tasks.
• Automatic data synchronization between systems helps prevent manual transcription errors and missed entries, keeping customer data in Chargebee and Intercom accurate.

■Flowbot Steps

1. First, connect Chargebee and Intercom to Yoom.
2. Next, select Chargebee as the trigger and set the action to “When an invoice is created.”
3. Then, set the Chargebee “Get customer” action as an operation to retrieve the customer information associated with the invoice.
4. Next, set the Intercom “Create contact” action as an operation and transfer the customer information you retrieved.
5. Finally, set the Intercom “Add note to contact” action as an operation to add billing details and other information as a note.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customizing This Workflow

• For Intercom’s “Create contact” action, use the Chargebee customer information retrieved in the previous step and configure the fields you want to register.
• For Intercom’s “Add note to contact” action, freely customize the note by combining dynamic values, such as the invoice ID and amount, with fixed text.

■Important Notes

• ‍‍Connect both Chargebee and Intercom to Yoom.