Integration
Automate with Chargebee
Chargebee handles your subscription lifecycle. NVS connects every billing event to your CRM, support platform, and communication tools so no revenue moment goes unacted on.
Use Cases
Three days before a Chargebee trial ends, an AI-personalized conversion email is sent. On trial end, unconverted users receive a save offer and a CSM task is created.
Trigger
Trial Expiring Soon
chargebee.trigger
Fires 3 days before a trial subscription expires.
Fetch Usage Data
chargebee.subscription
Trial usage stats and feature engagement fetched.
Draft Conversion Email
openai.gpt-4o
Personalized conversion email written based on features used during trial.
Output
Send Conversion Email
sendgrid.email
Targeted upgrade email dispatched 3 days before trial end.
When a Chargebee subscription is cancelled, the customer is moved to the churn segment in Klaviyo, the CSM is alerted in Slack, and a win-back email sequence starts.
Trigger
Subscription Cancelled
chargebee.trigger
Fires when any subscription is voluntarily cancelled.
Log Cancellation in HubSpot
hubspot.update
Deal moved to Churned. Cancellation reason and date recorded.
Enroll in Win-back Sequence
klaviyo.flow
Customer added to the post-churn win-back email flow.
Output
Alert CSM in Slack
slack.message
CSM notified: customer name, MRR, plan, and cancellation reason.
When a Chargebee subscription is upgraded, the new MRR is logged in Google Sheets, the HubSpot deal is updated, and the account manager receives a Slack celebration message.
Trigger
Subscription Upgraded
chargebee.trigger
Fires when a customer upgrades to a higher plan.
Calculate MRR Delta
nvs.set
MRR increase calculated from old and new plan prices.
Update HubSpot Deal
hubspot.update
Deal ARR updated. Expansion event logged with upgrade date.
Output
Celebrate in Slack
slack.message
Account manager notified: customer name, old plan, new plan, and MRR increase.
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