Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Chargify integration
Turn Chargify billing events into conversations, from usage questions to failed cards.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Chargify
Answer why the bill changed
Chargify components and usage reach the chat, so an invoice that went up is explained with numbers instead of becoming a support ticket.
Welcome the new subscription
A signup in Chargify can start a Tidio conversation, so onboarding begins with a person rather than a sequence of emails.
Fix the failed card
When Chargify reports a failed payment, the customer gets a chat and a link, which recovers the account before it is suspended.
Catch the upgrade moment
Usage passing the limits of a Chargify plan is a good reason to talk, and the conversation happens while the value is obvious.
Overview
Chargify bills on plans, components and usage, which is exactly why its invoices generate questions. Connected to Tidio through Zapier or the Tidio API, an agent sees the subscription, its components and the last invoice before replying, and Chargify events work the other way: a signup, an upgrade or a failed payment can start the conversation that keeps the account healthy.
Key features
- Explain a usage based invoice with the Chargify components behind the number
- Start a chat on a Chargify event such as a signup, an upgrade or a failed payment
- Fix a card without a ticket by sending the payment link from the conversation
- Spot the upgrade signal when usage passes what the current plan covers
Chargify
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Chargify in minutes
1
Connect Tidio and Chargify
Link them with Zapier or the Tidio API, using a Chargify key limited to the subscription data support needs.
2
Pick the events that matter
Signups, upgrades, dunning and cancellations in Chargify can each start a conversation or annotate one.
3
Handle the account in chat
Agents answer with the subscription in front of them, and Chargify keeps the billing record.
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Feed the numbers your conversations produce into the plans your finance team builds.
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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 Chargify integration
What can agents see from Chargify?
The fields you map, such as plan, components, usage, invoice history and payment status. Chargify keeps the billing data and remains the system of record.
Which events are worth a conversation?
Most teams start with failed payments and new subscriptions, then add upgrades and cancellations once Chargify events are flowing into Tidio.
Is the Chargify integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Chargify integration.