Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Chargebee integration
Answer plan, invoice and renewal questions with the Chargebee subscription in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Chargebee
Explain the invoice
The Chargebee invoice and its line items reach the chat, so a question about an unexpected amount is answered rather than escalated.
Take the upgrade while they want it
An upgrade asked for in Tidio is raised against the Chargebee subscription, so interest turns into revenue the same day.
Work dunning as a conversation
A failed payment in Chargebee starts a chat, which recovers more cards than a third automated reminder ever will.
Handle the cancellation properly
A customer asking to cancel talks to someone with their Chargebee history in view, and the reason is recorded whichever way it goes.
Overview
Chargebee holds the plan someone is on, what they were charged and when it renews, which is most of what support gets asked all day. Connected to Tidio through Zapier or the Tidio API, the subscription reaches the conversation, so an agent answers without a second login, and requests that change money are raised against the Chargebee record instead of being promised in a chat and forgotten.
Key features
- Answer with the subscription so plan, status and renewal date are in the first reply
- Handle upgrades in the chat and raise the change against the Chargebee record
- Catch a failed payment with a message while the account is still active
- Understand the cancellation by answering the reason before the plan ends
Chargebee
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Chargebee in minutes
1
Connect Tidio and Chargebee
Link them with Zapier, Make or the Tidio API using a Chargebee key scoped to the subscription data support should see.
2
Choose what agents can do
Decide which Chargebee records reach the chat and which changes may be raised from it.
3
Answer billing in one place
The subscription sits in the conversation, and Chargebee stays the system of record for every change.
Discover more integrations
All 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.
Answer billing questions with the BlueSnap payment in view, and reach out when one fails.
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.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Chargebee integration
Can agents change a subscription?
Only what you allow. Upgrades, pauses and cancellations are raised against the Chargebee subscription through Zapier or the Tidio API, and your approval rules still apply.
Does this help with failed payments?
Yes. A dunning event in Chargebee can start a Tidio conversation, and a short exchange with a person usually beats another automated reminder.
Is the Chargebee integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Chargebee integration.