Explore 5 workflow actions for Chargebee, including account permissions and operation limits.
2 read actions3 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Cancel subscription
Write
Schedule or immediately cancel a subscription under its billing terms.
Permissions and limits
Account permissions
Chargebee API key with subscription cancellation access
Operation limits
Use cancel_option for normal subscriptions or contract_term_cancel_option for contract terms, not both. Date-specific cancellation is not offered. Financial side effects follow Chargebee site settings. A lost receipt stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create customer
Write
Create a Chargebee customer without collecting payment details.
Permissions and limits
Account permissions
Chargebee API key with customer creation access
Operation limits
No payment source is collected. A lost receipt remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete subscription
Write
Schedule permanent subscription deletion under Chargebee's constraints.
Permissions and limits
Account permissions
Chargebee API key with subscription deletion access
Operation limits
Chargebee permanently deletes the subscription after a short delay and may delete its invoices, credit notes, transactions and usages. Existing cross-subscription allocations can block deletion. A lost receipt stays uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get invoice PDF URL
Read
Generate a temporary authenticated invoice PDF download URL.
Permissions and limits
Account permissions
Chargebee API key with invoice read access
Operation limits
The signed download URL expires after about 60 minutes. Treat it as sensitive and share it only with authorized recipients.
List invoices
Read
Read one bounded page of invoices.
Permissions and limits
Account permissions
Chargebee API key with invoice read access
Operation limits
Chargebee invoice lists are eventually consistent. Use next_offset for the next page.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Chargebee. A saved workflow is not a completed provider action.
