Chargebee + Smartsheet Integration

Integrate Chargebee to Smartsheet in one click, or tell Integrately AI how you want each subscription handled. Track active plans, update your sheets and billing records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
Arrow Right
2.
  • 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
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Chargebee + Smartsheet Integration

Track new subscriptions, update sheets, log invoice data, alert your team, and manage renewals, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chargebee + Smartsheet flow

Capture subscription data, update CRMs, alert your team, and streamline customer communication across your entire stack. Pick a combination and activate it in one click.

Chargebee
Smartsheet
+
SalesforceSalesforce (8)
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SlackSlack (8)
+
StripeStripe (8)
+
HubSpotHubSpot (8)
+
MailchimpMailchimp (8)
+
GmailGmail (8)
C
S
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Add every new Chargebee subscription to your Smartsheet base, and create a contact in Salesforce.
New Chargebee subscriptions appear in Smartsheet instantly and create a corresponding contact in Salesforce, eliminating manual data entry.
C
S
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Log every generated Chargebee invoice in Smartsheet, and create a lead in Salesforce.
Invoice events in Chargebee automatically update your Smartsheet records and create new leads in Salesforce for seamless revenue tracking.
C
S
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When a Chargebee subscription is updated, update the matching Smartsheet row and update the Salesforce contact.
Subscription changes in Chargebee update your Smartsheet tracker and sync the latest status in Salesforce automatically.
C
S
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Create a Smartsheet row for every new Chargebee customer, and establish an account in Salesforce.
New customer profiles in Chargebee populate your Smartsheet database and set up new accounts in Salesforce instantly.
C
S
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If a new Chargebee subscription is enterprise tier, add a row in Smartsheet and create a priority account in Salesforce.
High-value Chargebee subscriptions are routed into Smartsheet and tagged as priority enterprise accounts in Salesforce.
C
S
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When a Chargebee subscription is cancelled, update the Smartsheet record and update the Salesforce opportunity.
Subscription cancellations in Chargebee update your Smartsheet tracking logs and close related opportunities in Salesforce.
C
S
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Use Claude to analyze whether new Chargebee subscriptions require custom terms, save notes in Smartsheet, and create a Salesforce task.
AI reviews new Chargebee subscriptions, records insights in Smartsheet, and opens follow-up tasks in Salesforce for account managers.
C
S
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When a Chargebee subscription is created, add a row in Smartsheet, create a contact in Salesforce, and notify your team in Slack.
New subscriptions trigger Smartsheet logging, Salesforce contact creation, and an immediate team notification in Slack.

Supported triggers and actions for Chargebee and Smartsheet

Mix and match to build the exact automation you need

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
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Record offline payment for an Invoice in Chargebee
Logs offline payments received for invoices
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Get list of invoices in Chargebee
Retrieves a list of invoices from the database
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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with Chargebee + Smartsheet?

Streamline your subscription management and spreadsheet tracking with powerful, reliable workflows designed for modern revenue teams.

What you can automate?
๐Ÿ”„
Sync new subscriptions into Smartsheet automatically
Capture every new subscription created in Chargebee and log the customer details, plan tier, and start date into your Smartsheet tracker within seconds.
๐Ÿงพ
Capture every generated invoice and billing record
Record every invoice generated in Chargebee directly into dedicated Smartsheet columns to maintain precise financial logs without manual cross-referencing.
๐Ÿ””
Alert your team instantly on payment failures
Trigger instant team notifications whenever a customer payment fails or a card expires in Chargebee so your finance specialists can initiate recovery.
๐Ÿ”€
Route records based on submitted subscription tiers
Send enterprise-tier subscriptions to priority Smartsheet tables while routing standard accounts into general tracking sheets based on plan criteria.
๐Ÿ”„
Keep spreadsheet rows updated when plans change
Automatically update existing Smartsheet rows whenever a customer modifies their subscription plan or billing date in Chargebee.
๐Ÿ”
Search and update records to prevent duplicates
Search existing Smartsheet rows before adding new data to ensure customer updates overwrite outdated entries rather than creating duplicate rows.
โš ๏ธ
Manage cancellations and churn logs seamlessly
Capture subscription cancellations and scheduled churn events in Chargebee to update your Smartsheet retention trackers in real time.
๐ŸŒ
Extend your billing workflow to team chat apps
Connect Chargebee and Smartsheet with Slack or Gmail to notify sales channels and send automated customer confirmation emails.
And much more...

Who is Chargebee + Smartsheet integration for?

Finance, operations, and sales teams depend on accurate billing and project tracking to maintain revenue visibility and streamline client onboarding.

Financial analysts
Financial analysts
Billing operations managers
Billing operations managers
Account executives
Account executives
Revenue operations teams
Revenue operations teams
Customer success leads
Customer success leads
Auditing and compliance officers
Auditing and compliance officers
๐Ÿ“Š
Financial analysts
You're compiling subscription revenue numbers from billing tools into manual spreadsheets every week, but the reports are always outdated by the time stakeholders review them โ€” with this integration, every new Chargebee invoice lands in Smartsheet instantly and your financial data stays current.
โšก
Billing operations managers
You manage complex recurring billing tiers in Chargebee but struggle to catch failed payments and expiring cards before service disruption occurs โ€” with this integration, every payment failure updates your Smartsheet tracking logs the moment it happens.
๐Ÿค
Account executives
You report on client account statuses and project milestones to executive stakeholders who demand up-to-date tracking tables โ€” with this integration, every subscription change in Chargebee populates your Smartsheet rows automatically.
๐Ÿ“ˆ
Revenue operations teams
You handle high volumes of customer signups and renewals daily, leaving your team vulnerable to transcription errors when copying data into sheets โ€” automating both apps means every customer record and invoice flows into Smartsheet without manual entry.
๐Ÿ”„
Customer success leads
You depend on upstream subscription data to initiate client onboarding tasks and track active product adoption phases โ€” this integration means every new Chargebee subscription triggers your Smartsheet workflow without waiting for manual handoffs.
๐Ÿ“
Auditing and compliance officers
You need a reliable, unalterable history of every subscription lifecycle event and billing transaction for compliance reviews โ€” connecting these apps means your Smartsheet audit logs remain complete and gap-free.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Chargebee + Smartsheet

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

1,500+ apps connected
1,500+ apps connected
Connect Chargebee + Smartsheet 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 โ€” 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chargebee to Smartsheet?
Frequently Asked Questions
You can connect Chargebee to Smartsheet in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow. It links your billing data with Smartsheet, Slack, Stripe, HubSpot, and 1,500+ other apps.
Can I automatically sync new Chargebee subscriptions into Smartsheet rows?
Frequently Asked Questions
Can I connect Chargebee, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chargebee and Smartsheet?
Frequently Asked Questions
How does Chargebee handle invoice generation events with Smartsheet?
Frequently Asked Questions
How do Smartsheet attachments or updates work with Chargebee events?
Frequently Asked Questions
Do I need coding skills to automate Chargebee and Smartsheet?
Frequently Asked Questions
Is the Chargebee and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Chargebee or Smartsheet With 1500+ Other Apps

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Smartsheet
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Sync Smartsheet with project management, analytics, and reporting tools to keep operational data flowing across your stack.