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Trigger application: Chargebee -
Add Trigger Event:
Chargebee Salesforce Integration
With Appy Pie Automate, you can save time by combining Chargebee Integration with Salesforce Integration in one workflow.
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Simplify Chargebee Salesforce Integration with seamless setup
Easily set up Chargebee Salesforce Integration without coding. Start automating your workflows and Integrate Chargebee with Salesforce today.
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Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
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New Customer
Triggers when a customer is created.
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New Invoice
Triggers when a new invoice is generated(with line item support).
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New Payment
Triggers when a payment is collected successfully.
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New Subscription
Triggers when a subscription is created.
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Payment Failure
Triggers when a payment fails.
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Subscription Cancellation
Triggers when a subscription is cancelled.
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
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Subscription Pause
Triggers when a subscription is paused.
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Subscription Resumption
Triggers when a paused subscription is resumed.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Change Next Billing Date
Updates next billing date of a subscription.
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Create Customer
Creates a new customer in Chargebee.
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Create Subscription
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
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Pause Subscription
Pauses a subscription in Chargebee.
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Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
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Resume Subscription
Resumes a paused subscription in Chargebee
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Update Customer
Updates customer details in Chargebee.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
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New Customer
Triggers when a customer is created.
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New Invoice
Triggers when a new invoice is generated(with line item support).
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New Payment
Triggers when a payment is collected successfully.
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New Subscription
Triggers when a subscription is created.
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Payment Failure
Triggers when a payment fails.
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Subscription Cancellation
Triggers when a subscription is cancelled.
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
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Subscription Pause
Triggers when a subscription is paused.
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Subscription Resumption
Triggers when a paused subscription is resumed.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Change Next Billing Date
Updates next billing date of a subscription.
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Create Customer
Creates a new customer in Chargebee.
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Create Subscription
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
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Pause Subscription
Pauses a subscription in Chargebee.
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Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
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Resume Subscription
Resumes a paused subscription in Chargebee
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Update Customer
Updates customer details in Chargebee.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
How Chargebee and Salesforce Integrations Work
Follow the steps below to start setting up your Chargebee integrations using Appy Pie Automate:
Trigger Details
Action Details
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Trigger application: Salesforce -
Add Action Event:
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Step 1: Select Trigger
Choose Chargebee as the trigger app, select the desired event, authenticate your account, and successfully run a test.
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Step 2: Select Action
After completing the trigger test, select Salesforce as the action app from the list to continue your workflow automation flow.
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Step 3: Authenticate
Connect your Salesforce account & authenticate it. This ensures the integration works seamlessly.
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Step 4: Setup & Test
Choose the data you want to send from Chargebee to Salesforce, run a final test, and your AI workflow automation is ready!
Choose the app you want to Integrate with Chargebee and Salesforce
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Chargebee Stripe
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Chargebee Paypal
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Chargebee WooCommerce
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Chargebee Shopify
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Chargebee QuickBooks Online
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Chargebee Xero
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Chargebee MailChimp
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Chargebee FreshBooks
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Chargebee Zoho Books
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Chargebee Zoho CRM
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Chargebee Salesforce
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Chargebee HubSpot
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Chargebee Slack
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Chargebee Google Sheets
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Chargebee Google Calendar
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Chargebee Zendesk
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Chargebee Airtable(Outh v2)
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Chargebee Office 365
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Chargebee Microsoft Excel
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Chargebee Zoom
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Chargebee Asana
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Chargebee Trello
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Chargebee Basecamp 2
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Chargebee Jira
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Chargebee Google Drive
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Chargebee Intercom
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Chargebee Microsoft Outlook
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Chargebee GitHub
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Chargebee GitLab
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Chargebee Dropbox
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Chargebee AWS IOT
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Chargebee Google Docs
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Chargebee Freshdesk
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Chargebee ClickUp
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Chargebee Google Forms
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Chargebee Pipedrive
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Chargebee ActiveCampaign
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Chargebee Slack v2
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Salesforce MINDBODY
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Salesforce Slack
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Salesforce Microsoft Exchange
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Salesforce Xero
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Salesforce Braintree
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Salesforce Zendesk
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Salesforce Google Calendar
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Salesforce DocuSign
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Salesforce WordPress
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Salesforce Pipedrive
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Salesforce HubSpot
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Salesforce Asana
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Salesforce Dropbox
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Salesforce Google Drive
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Salesforce Trello
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Salesforce Zoho CRM
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Salesforce QuickBooks Online
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Salesforce Shopify
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Salesforce MailChimp
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Salesforce GitHub
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Salesforce Intercom
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Salesforce Twilio
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Salesforce Jotform
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Salesforce Square
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Salesforce Freshdesk
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Salesforce Firebase Realtime Database
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Salesforce Zoho People
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Salesforce Microsoft Teams
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Salesforce Calendly
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Salesforce Eventbrite
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Salesforce Zoom
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Salesforce Tableau
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Salesforce Expensify
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Salesforce Odoo ERP Self Hosted
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Salesforce Lightspeed(X Series)
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Salesforce Evernote
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Salesforce Autotask
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Salesforce ActiveCampaign
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Salesforce ClickUp
Popular Templates for Chargebee and Salesforce Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Lead from Salesforce from Subscription Resumption to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Create Lead
Create Contact from Salesforce from Subscription Resumption to Chargebee
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When this happens:
Subscription Resumption
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Then do this:
Create Contact
Update Contact in Salesforce when New Subscription is created in Chargebee
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When this happens:
New Subscription
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Then do this:
Update Contact
Create Record to Salesforce from New Subscription in Chargebee
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When this happens:
New Subscription
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Then do this:
Create Record
Update Record in Salesforce when New Subscription is created in Chargebee
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When this happens:
New Subscription
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Then do this:
Update Record
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