Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and BlueSnap integration
Answer billing questions with the BlueSnap payment in view, and reach out when one fails.
No credit card required
Integration availability depends on your Tidio plan.
Category
Integration availability depends on your Tidio plan.
Use cases
What you can do with Tidio and BlueSnap
Answer the billing question first time
The BlueSnap transaction, its status and any refund arrive with the chat, so an agent says what a customer was charged instead of asking them to wait.
Recover the payment that failed
A failed BlueSnap charge triggers a message in Tidio, so the customer updates their card while it still costs nothing but a conversation.
Handle renewals before they bite
Upcoming renewals and plan changes in BlueSnap can start a chat, so the question about the next invoice is answered before it becomes a dispute.
Take the refund request properly
A refund asked for in Tidio is raised against the BlueSnap transaction, so finance approves it in the system that holds the money.
Overview
BlueSnap processes the payment, and then the customer asks your team about it. Connected to Tidio through Zapier or the Tidio API, the charge, the subscription and the refund status reach the conversation, so a billing question is answered without a hunt through the gateway. Failed payments work the other way. BlueSnap fires the event, and Tidio opens the chat that gets the card updated before the account lapses.
Key features
- See the charge in the conversation so a billing question does not start with a search
- Catch a failed payment early and message the customer while the account is still active
- Answer subscription questions with the plan, renewal date and status BlueSnap holds
- Start a refund from the chat and keep the approval where finance expects it
BlueSnap
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect BlueSnap in minutes
1
Connect Tidio and BlueSnap
Link them with Zapier or the Tidio API, using a BlueSnap key limited to the payment data support needs.
2
Choose the events that start a chat
Failed charges, refunds and subscription changes in BlueSnap can each open a conversation or add a note to one.
3
Answer money questions in one place
The payment record sits in the conversation, and what the agent does is recorded against it.
Discover more integrations
Feed the numbers your conversations produce into the plans your finance team builds.
Bring support and demand signals from chat into the plans your business runs on.
Give agents the Braintree transaction behind every billing question, and act on disputes sooner.
Use the conversation as dispute evidence, and reach the customer before a case is decided.
Answer plan, invoice and renewal questions with the Chargebee subscription in view.
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We build custom API integrations to streamline your most important workflows.
Frequently asked questions





