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ClickRuntime

Automate Chargebee

Chargebee runs your plans, subscriptions, invoices and dunning, and the moments worth reacting to are scattered across them: a new subscription, a cancellation that costs you MRR, a payment that fails, cards about to expire. ClickRuntime watches for those and reports them in Slack or by email. Say what you want watched to your AI assistant, confirm the steps it lays out, and the monitoring carries on by itself after that.

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Try asking

Create a ClickRuntime automation: when a Chargebee subscription is created, post the customer name, plan and amount to #new-customers in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Chargebee

New subscriptions announced with plan and amount, churn flagged with the MRR it takes with it, failed payments reported once per invoice, and a monthly list of cards about to expire. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Announce new Chargebee subscriptions in Slack

Each new subscription is posted with the customer, plan and amount as soon as it's created.

See how it works
The moment it happens

Get a Slack alert with the MRR lost when a customer cancels

Every cancellation is flagged with how much monthly revenue it removes, so account owners can step in.

See how it works
Monthly

Email a list of cards expiring this month

On the first of each month you get the customers whose saved cards run out before their next renewal.

See how it works
The moment it happens

Report failed Chargebee payments in Slack

One message per failed invoice with the customer, amount and reason, even while dunning keeps retrying.

See how it works
On a schedule

Get a Slack list of Chargebee trials ending soon

Every weekday at 9am, Chargebee trials ending in the next 3 days are posted to Slack with the customer, plan, end date and whether a payment method is on file.

See how it works
On a schedule

Post a daily Chargebee revenue summary to Slack

Every morning at 8am Slack gets yesterday's Chargebee figures: money collected, failed payments, refunds, new subscriptions and cancellations.

See how it works
The moment it happens

Post Chargebee plan upgrades and downgrades to Slack

When a Chargebee subscription changes plan, Slack gets a message saying whether it was an upgrade or a downgrade, with the old and new plan and the MRR change.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Chargebee, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Chargebee automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Chargebee should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every morning, find Chargebee subscriptions renewing in the next 7 days on a card that expires before then and email me the list.

When a Chargebee subscription is cancelled, post the customer, plan and cancel reason to Slack.

Every month, pull Chargebee MRR changes, write them to a Google Sheet, and send a short AI summary of churn and expansion to the leadership Slack channel.

Beyond chat

Have Chargebee work when you're not in the chat

Connecting Chargebee to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Chargebee

Chargebee connects with an API key that a site admin creates. For alerts and reports a read-only key is enough; ClickRuntime sends it with basic auth to your own Chargebee site.

Chargebee

Subscription billing

  1. As a Chargebee admin, open Settings, then Configure Chargebee, then API Keys and Events (called API & Webhooks in some versions).
  2. Under API Keys, click Add and choose Read-only unless an automation needs to change data.
  3. Copy the key and note your site name, the part before .chargebee.com.
  4. In the ClickRuntime dashboard, go to Connections & secrets and save the key and site name for Chargebee.

Good to know

Chargebee limits that affect automations

  • Only Chargebee admins can create API keys.
  • Test and live sites have separate keys, so connect the site whose data you want the automation to use.
  • A key's permissions are fixed when it's created. To move from read-only to full access, create a new key.
  • Chargebee sends a payment_failed event on every dunning retry. The failed-payment automation remembers which invoices it has reported so you get one alert per invoice.

FAQ

Questions about automating Chargebee

Can ClickRuntime change anything in Chargebee?
Only if you give it a full-access key. With a read-only key, which is all these automations need, it can read customers, subscriptions and payment sources but can't edit them.
How do new subscription and churn alerts reach ClickRuntime?
An admin adds the link ClickRuntime gives you as a webhook in Chargebee, protected with basic auth. Chargebee then sends each event as it happens, and the alert follows straight away.
Will I get spammed while Chargebee retries a failed payment?
No. Each retry triggers a new event, but the automation keeps track of invoices it already reported and only posts the first failure.
How does the expiring card list work?
On the first of each month it reads your customers' saved cards, picks out the ones that expire that month, and emails you the list so you can ask for new details before renewals fail.
Is there AI in these Chargebee automations?
None of the four use it. They pass on events and lists. AI is included in every ClickRuntime plan if you later want, say, a weekly written churn summary, and you won't need your own AI key.
Is this a Chargebee connector for ChatGPT or Claude?
Not for chatting with Chargebee data. A chat connector lets your assistant read and change Chargebee while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Chargebee event.

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