Microsoft Office 365 + Chargebee Integration

Integrate Chargebee to Microsoft Office 365 in one click, or tell Integrately AI how you want each subscription handled. Notify your team, create calendar events, update contacts, and send follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • Chargebee
    Invoice is generated in Chargebee Instant
  • Chargebee
    Subscription is updated/changed in Chargebee Instant
  • Chargebee
    Subscription is activated in Chargebee Instant
  • Chargebee
    Subscription is created in Chargebee Instant
  • Chargebee
    Subscription cancellation scheduled in Chargebee Instant
  • Chargebee
    Subscription is Paused in Chargebee Instant
  • Chargebee
    Subscription is resumed in Chargebee Instant
  • Chargebee
    Subscription is cancelled in Chargebee Instant
  • Chargebee
    Subscription is reactivated in Chargebee Instant
  • Chargebee
    Customer is updated in Chargebee Instant
  • Chargebee
    Customer is created in Chargebee Instant
  • Chargebee
    Payment method is added in Chargebee Instant
  • Chargebee
    Payment method is updated in Chargebee Instant
  • Chargebee
    Payment is failed in Chargebee Instant
  • Chargebee
    Payment is successful in Chargebee Instant
  • Chargebee
    Card expired in Chargebee Instant
Arrow Right
2.
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
  • Chargebee
    Search customer in Chargebee
  • Chargebee
    Create customer in Chargebee
  • Chargebee
    Update customer in Chargebee
  • Chargebee
    Change billing date in Chargebee
  • Chargebee
    Create subscription in Chargebee
  • Chargebee
    Get subscription by ID in Chargebee
  • Chargebee
    Record offline payment for an Invoice in Chargebee
  • Chargebee
    Get list of invoices in Chargebee

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Ready Workflows Ready Workflows for Chargebee + Microsoft Office 365 Integration

Notify your team via email, schedule calendar events, update contacts, and send follow-ups, all in just one click.

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Connect more apps to your Chargebee + Microsoft Office 365 flow

Keep your sales pipeline updated, notify team channels, and log invoices across platforms. Pick a combination and activate it in one click.

Microsoft Office 365
Chargebee
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
StripeStripe (4)
+
XeroXero (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
C
S
M
Add every new Chargebee subscription to Salesforce, and send a confirmation email in Microsoft Office 365
New Chargebee subscriptions create a contact in Salesforce instantly while Microsoft Office 365 sends out a notification email, eliminating manual entry.
C
S
M
When a Chargebee payment fails, update the Salesforce record and notify support in Microsoft Office 365
Failed Chargebee payments update your Salesforce account records automatically and trigger an alert email in Microsoft Office 365 for quick follow-up.
C
S
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When a Chargebee subscription changes, update Salesforce records and send an update via Microsoft Office 365
Subscription updates in Chargebee refresh your Salesforce database and trigger an email update in Microsoft Office 365 without manual effort.
C
S
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When an invoice is generated in Chargebee, create a Salesforce task and draft a Microsoft Office 365 email
Generated Chargebee invoices create follow-up tasks in Salesforce and draft notification emails in Microsoft Office 365 for your finance team.

Supported triggers and actions for Microsoft Office 365 and Chargebee

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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Chargebee
Chargebee Triggers & Actions
Instant
Invoice is generated in Chargebee
Triggers the automation when a new invoice is created
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Instant
Subscription is updated/changed in Chargebee
Triggers the automation when a subscription is updated
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Instant
Subscription is activated in Chargebee
Triggers the automation when a subscription is activated
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Instant
Subscription is created in Chargebee
Triggers the automation when a new subscription is created
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Instant
Subscription cancellation scheduled in Chargebee
Triggers the automation when a subscription cancellation is scheduled
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Instant
Subscription is Paused in Chargebee
Triggers the automation when a subscription is paused
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Instant
Subscription is resumed in Chargebee
Triggers the automation when a subscription is resumed
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Instant
Subscription is cancelled in Chargebee
Triggers the automation when a subscription is cancelled
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Instant
Subscription is reactivated in Chargebee
Triggers the automation when a subscription is reactivated
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Instant
Customer is updated in Chargebee
Triggers the automation when customer details are updated
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Instant
Customer is created in Chargebee
Triggers the automation when a new customer is created
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Instant
Payment method is added in Chargebee
Triggers the automation when a new payment method is added
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Instant
Payment method is updated in Chargebee
Triggers the automation when a payment method is updated
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Instant
Payment is failed in Chargebee
Triggers the automation when a payment fails
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Instant
Payment is successful in Chargebee
Triggers the automation when a payment is successfully processed
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Instant
Card expired in Chargebee
Triggers the automation when a card expires
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Search customer in Chargebee
Locates and retrieves customer information
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Create customer in Chargebee
Adds a new customer to the database
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Update customer in Chargebee
Updates a customer's information
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Change billing date in Chargebee
Updates the billing date for recurring payments
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Create subscription in Chargebee
Enrolls users in a subscription service
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Get subscription by ID in Chargebee
Retrieves a subscription record by its id
Try it →
Record offline payment for an Invoice in Chargebee
Logs offline payments received for invoices
Try it →
Get list of invoices in Chargebee
Retrieves a list of invoices from the database
Try it →

What can you automate with Chargebee + Microsoft Office 365?

Streamline your subscription management by connecting billing events, customer updates, and team communications into automated workflows.

What you can automate?
🔄
Sync subscriptions across your business tools instantly
Trigger automated emails and record updates the moment a subscription is created in Chargebee. Eliminate manual data entry and keep your team aligned from day one.
📋
Capture every submitted billing field and attribute
Map available Chargebee invoice details and customer properties into Microsoft Office 365 communications instead of only basic names. Your records become significantly more useful for review.
🔔
Alert the right team member as soon as events happen
Send instant email notifications through Microsoft Office 365 whenever payment failures or subscription changes occur in Chargebee, ensuring rapid team response.
🔀
Route workflows based on specific subscription fields
Execute different follow-up actions depending on whether a subscription is created, updated, or cancelled in Chargebee. Deliver tailored communications automatically.
🔄
Keep your destination records up to date automatically
Ensure customer contact details and invoice statuses remain synchronized across platforms whenever updates happen in Chargebee.
🛡️
Prevent duplicate records with smart matching
Search existing customer and subscription profiles before creating new entries, preventing clutter in your connected applications.
📅
Handle later subscription status changes smoothly
Automate follow-up actions when subscriptions are paused, resumed, cancelled, or reactivated in Chargebee, keeping all stakeholders informed.
🔌
Extend your workflow to external CRM platforms
Connect your core Chargebee and Microsoft Office 365 flow to Salesforce or HubSpot to handle advanced sales pipelines and customer relationship tracking.
And much more...

Who is Chargebee + Microsoft Office 365 integration for?

Subscription managers, finance teams, and customer success leads rely on this integration to eliminate manual data entry, streamline communications, and keep accounts up-to-date effortlessly.

Finance Analysts
Finance Analysts
Support Operations Leads
Support Operations Leads
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Sales Representatives
Sales Representatives
Compliance Officers
Compliance Officers
📈
Finance Analysts
You're tracking subscription revenue and invoice generation in Chargebee, but your reporting sheets only update when someone manually compiles the data, so the financial summaries you review are always outdated — with this integration, every invoice record flows instantly into your workflow and your reports stay current.
Support Operations Leads
You need to respond immediately when subscription payments fail or subscriptions change in Chargebee, but manual notification delays mean your team finds out hours later — with this integration, every billing event triggers instant team alerts and your response times drop.
🤝
Account Managers
You answer to clients who want immediate confirmation when subscription changes or new invoices are processed in Chargebee, but manual email drafting slows you down — with this integration, every account event generates automated drafts and your clients receive prompt updates.
📊
Billing Specialists
The volume of new subscriptions and generated invoices in Chargebee is too high for anyone to keep up by hand, leading to missed customer records — with this integration, every billing action syncs automatically and your database stays complete.
👤
Sales Representatives
You own the next client outreach step and depend on someone upstream to hand over new Chargebee subscriptions, but communication gaps stall your momentum — with this integration, every new subscriber record transfers instantly and your outreach begins without delay.
🗂️
Compliance Officers
You need a reliable history of all subscription events and payment records from Chargebee, but manual record-keeping keeps leaving audit gaps — with this integration, every transaction logs securely and your historical records remain pristine.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Chargebee

Build and manage your Microsoft Office 365 + Chargebee automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Office 365 + Chargebee with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chargebee to Microsoft Office 365?
Frequently Asked Questions
You can connect Chargebee to Microsoft Office 365 in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow alongside tools like Salesforce, Hubspot, and Slack.
Can I automatically send Microsoft Office 365 emails when a Chargebee subscription is created?
Frequently Asked Questions
Can I connect Chargebee, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chargebee and Microsoft Office 365?
Frequently Asked Questions
How does Chargebee handle subscription updates in this integration?
Frequently Asked Questions
Can Microsoft Office 365 trigger actions based on calendar events or emails?
Frequently Asked Questions
Do I need coding skills to automate Chargebee and Microsoft Office 365?
Frequently Asked Questions
Is the Chargebee and Microsoft Office 365 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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