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How to automatically update Front contact details when a Chargebee subscription is created

How to automatically update Front contact details when a Chargebee subscription is created

Relay.app is an automation tool that lets you automate actions across Chargebee, Front, and many other apps. In this guide, we'll show you how to automatically run the “update contact description” action in Front for each subscription created in Chargebee using Relay.app.
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Chargebee logoChargebee > Front
Trigger
Last triggered
Chargebee logoSubscription created
Front logoUpdate contact description
1

Set the Chargebee trigger as “Subscription created”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Chargebee trigger to initiate your playbook's actions when subscriptions are created. Click "Add trigger" in your playbook and choose "Subscription created" from the dropdown menu under Chargebee.

If you still need to connect your Chargebee account to Relay.app yet, a prompt will guide you through the process.

2

Add the "Update contact description" step in Front

Integrate the Front automation into your playbook to ensure the prompt update of Front contact details when a subscription is created using Chargebee.

Click the "Add step" button, then locate the "Update contact description" automation for Front and input the mandatory and relevant details.

If your Front account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Front account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically update Front contact details when a Chargebee subscription is created without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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