Can data move both ways between Chargebee and Planhat?

Yes: Chargebee events can act in Planhat, and Planhat events can act in Chargebee.

Can an AI agent act in Planhat when something happens in Chargebee, with my approval?

Yes. Add Planhat actions to an agent's tools and require approval before the steps you choose. Every action is recorded in the Event Logs.

What if the step I need isn't listed?

Call the Planhat API from any REST API step. On the Enterprise plan, talk to us about adding it.

Chargebee + Planhat integration

Connect Chargebee and Planhat

Run Chargebee and Planhat together as workflows, AI workflows or AI agents, with approvals where you need them.

Start free Book a demo

Or build your own Chargebee + Planhat workflow

Does Konnectify connect Chargebee and Planhat?

Yes.Konnectify connects Chargebee and Planhat. Teams use it to give customer success live billing context, syncing invoices and MRR into Planhat and logging cancellations as churn. Failed payments become CSM tasks.

Sync invoices
Keep MRR current
Record churn
Build your own Chargebee + Planhat workflow

What teams do with Chargebee and Planhat

WorkflowNo approval
Sync invoices
1. Chargebee Invoice Generated
2. Planhat Create Invoice
Use this template
WorkflowNo approval
Keep MRR current
1. Chargebee MRR Updated
2. Planhat Update Company
Use this template
WorkflowNo approval
Record churn
1. Chargebee Subscription Cancelled
2. Planhat Create Churn
Use this template
WorkflowNo approval
Alert CSMs to failed payments
1. Chargebee Payment Failed
2. Planhat Create Task
Use this template

What Chargebee and Planhat can do for each other

Chargebee → Planhat

208 Chargebee triggers can start actions in Planhat.

Chargebee triggers, for example

Coupon Created
Coupon Deleted
Coupon Updated

Planhat actions, for example

Create Company
Update Company
Get Company

Planhat → Chargebee

14 Planhat triggers can start actions in Chargebee.

Planhat triggers, for example

Company Created
Company Updated
Conversation Created

Chargebee actions, for example

Get MRR Update
Subscription MRR Change
Search Customers

Build your own Chargebee + Planhat workflow

Pick a trigger in Chargebee and an action in Planhat. Konnectify opens with both already set.

When this happens inChargebee

Do this inPlanhat

Or start from:

Start free with this workflow

Konnectify opens with this trigger and action already set. Add steps, AI or approvals there.

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects Chargebee (208 triggers, 33 actions) and Planhat (14 triggers, 72 actions) in workflows, AI workflows and AI agents.