Chargebee
Subscription billing and recurring revenue management — customers, subscriptions, invoices, items, payment sources, and transactions.
Three ways to use Chargebee
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Chargebee.
Accept Quote Page
Hosted page to accept a quote.
Acknowledge Hosted Page
Mark a hosted page acknowledged after processing.
Add Charge At Term End
Queue an ad-hoc charge for term end.
Add Charge Item To Invoice
Add a charge from a charge item price.
Add Charge To Invoice
Add an ad-hoc charge to a pending invoice.
Add Contact
Add a contact (email recipient).
Get started automating Chargebee
Ready-to-use workflows
Prompts using Chargebee
Subscription change desk for support and success reps
Let reps change plans, pause, or cancel in Chargebee with a plain money preview before anything is saved, and no billing admin access.
Work every subscription about to cancel from one save desk
See every customer scheduled to cancel or sitting paused, ranked by revenue at risk, then offer a pause, a downgrade or a straight save in one click.
Find every expired discount still running in Chargebee
See every active subscription still carrying a coupon, ranked by what the discount costs you each month, and switch off the ones that should have ended.
See who is still on old pricing and migrate them safely
Browse your billing catalog by price point, see the customers and revenue sitting on each one, and move a group to new pricing with a preview first.
Weekly renewals board for your customer success team
See every subscription renewing in the next 90 days, who owns it, what it is actually worth, and whose card expires before the renewal date.
Recurring revenue movement explorer for subscription billing
See how recurring revenue moved across any month or quarter, split by new, expansion, contraction, churn and reactivation, with the customers behind every bar.
Reconcile Circle community access with your paying subscribers
Spot everyone who cancelled but can still get in, and everyone who paid but never got access, then fix each one with a click and a preview.
Turn expiring free trials into a ranked sales worklist
Every weekday morning, your reps get a ranked list of trials ending in the next five days, with call talking points and a flag on anyone with no card on file.