Chargebee

Connect AI agents to Chargebee subscription billing. Agents create customers and item-based subscriptions, issue and collect invoices, run the pause, resume, cancel, and reactivate lifecycle, sync the product catalog, and generate hosted checkout pages through the Chargebee API v2.

28 actions available

A new signup arrives from a form or CRM record

Agent reads the customer details and the chosen plan

Agent creates the customer with Create Customer

Agent starts the subscription with Create Subscription

Agent generates a hosted checkout link with Create Checkout

Customer receives a welcome email with the checkout link

Cancellations and credits above the review threshold pause for a person's decision

What This Integration Enables

Agents run the Chargebee subscription lifecycle end to end. They create and update customers, spin up item-based subscriptions, and pause, resume, cancel, or reactivate them in response to business events. They create ad-hoc invoices, void invoices, collect payment, and pull invoice PDFs for accounting. They sync the product catalog of items and item prices and generate hosted checkout pages so customers can self-serve. The agent handles the routine motions and stops where money or a customer relationship is on the line.

Without FlowRunner

Onboarding done by hand New subscribers set up manually in Chargebee after each signup

Invoices chased individually Ad-hoc invoices created and collected one at a time

Cancellations with no oversight Subscriptions cancelled or credited informally with no approval trail

With FlowRunner

Signup to subscription automated A form submission becomes a customer, a subscription, and a checkout link

Invoicing and collection routed Invoices are created, collected, and mirrored to accounting without re-keying

Lifecycle changes gated Cancellations and credits above threshold wait for a human sign-off

Use Case Scenarios

Signup to active subscription

A new signup lands from your form or CRM. The agent creates the customer with Create Customer, starts the subscription with Create Subscription, and generates a self-serve payment page with Create Checkout. It sends a welcome email through [Gmail](https://apidocs.chargebee.com/docs/api) that includes the hosted checkout link. What used to be a manual setup for every new subscriber becomes a workflow the agent completes in the moment.

Invoice delivery and reconciliation

An invoice needs to reach a customer and land in the books. The agent calls Get Invoice PDF to produce a download URL, emails it to the customer, and logs the invoice to [Google Sheets](/integrations/google-sheets) for reconciliation. To keep accounting in step, it mirrors billing records by pairing List Customers and List Invoices with [QuickBooks Online](/integrations/quickbooks-online) "Create Customer" and "Create Invoice". The reconciliation that used to mean exporting and matching by hand runs as part of the flow.

Cancellation with a human gate

A cancellation request comes in, or a dunning sequence exhausts its retries. The agent gathers the customer's history and the subscription value and pauses before it acts. It routes the account to a revenue manager with the context attached and asks whether to cancel, apply a credit, or offer a pause. The manager decides, and the agent calls Cancel Subscription, Pause Subscription, or the matching action. The routine billing kept running on its own; the account decision waited for a person.

Human-in-Loop Highlight

The costly moments in Chargebee are the ones that touch a customer relationship or move money against it: cancelling a paying subscription, or issuing a credit. An agent should run the billing lifecycle on its own but stop before those. Configure a threshold: any cancellation of an account above a set value, or any credit above a set amount, pauses the workflow and routes to a revenue manager through Slack with the customer's history and the subscription value attached. The manager approves, modifies, or offers a retention path, and the agent executes exactly what was decided with Cancel Subscription, Pause Subscription, or the credit action. The decision and the approver are written to the audit trail. This is [human-in-the-loop](/concepts/human-in-the-loop): the agent pauses on its own, assembles the context and the choices, routes to the right person, and resumes when they answer.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

28 actions

Customers

Create Customer Creates a customer record in Chargebee. Used to onboard a new subscriber from a signup or CRM event.
List Customers Lists customers with pagination. Used to sweep for accounts to reconcile or export.
Get Customer Retrieves a single customer by id. Used to read a customer's profile inside a workflow.
Update Customer Updates a customer's fields. Used to keep billing details in step with the source of record.
Delete Customer Deletes a customer record. Used to remove an account created in error.

Subscriptions

Create Subscription Creates an item-based subscription for a customer. Used to start recurring billing after signup.
Get Subscription Retrieves a subscription by id, including status. Used to check subscription state in a lifecycle flow.
List Subscriptions Lists subscriptions with pagination. Used to find accounts matching a status such as past due.
Update Subscription Updates a subscription's items or terms. Used to change a plan or quantity.
Cancel Subscription Cancels a subscription. Used behind a human gate to close out a paying account.
Pause Subscription Pauses a subscription. Used to hold billing during a retention or dispute path.
Resume Subscription Resumes a paused subscription. Used to restart billing after a hold.
Reactivate Subscription Reactivates a cancelled subscription. Used to win back an account.

Invoices

List Invoices Lists invoices with pagination. Used to find open or overdue invoices to follow up.
Get Invoice Retrieves an invoice by id, including status and amounts. Used to check whether an invoice is paid.
Create Invoice For Customer Creates an ad-hoc invoice for a customer. Used to bill outside the standard subscription cycle.
Void Invoice Voids an invoice. Used to cancel a bill that should not be collected.
Collect Payment Attempts to collect payment on an invoice. Used to charge an outstanding balance.
Get Invoice PDF Returns a download URL for an invoice PDF. Used to email the invoice to the customer.

Product Catalog

List Items Lists catalog items with pagination. Used to sync the product catalog.
Get Item Retrieves a catalog item by id. Used to read item details for a subscription.
List Item Prices Lists item prices with pagination. Used to select a price for a new subscription.
Get Item Price Retrieves an item price by id. Used to confirm pricing before subscribing a customer.

Payment Sources

List Payment Sources Lists a customer's payment sources. Used to check available payment methods.
Get Payment Source Retrieves a payment source by id. Used to confirm a payment method's details.

Credit Notes

List Credit Notes Lists credit notes with pagination. Used to review issued credits.
Get Credit Note Retrieves a credit note by id. Used to read the details of a specific credit.

Hosted Pages

Create Checkout Generates a hosted checkout page so the customer can self-serve payment. Used to send a self-serve payment link after signup.

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