Chargebee and Finmo Integration

Chargebee icon
Finmo icon
Chargebee
Finmo

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Chargebee and Finmo in sync by integrating their events and actions. When finance events happen in Chargebee, update the Finmo automatically - without any line of code in visual workflow builder.

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Learn about Chargebee and Finmo

Detailed info you need to know about Chargebee and Finmo integrations in WEXTL. Explore which modules apps support and how you connect them.

Chargebee

Chargebee icon

Finance2 triggers49 searches99 actionsSubscription billing for customers, plans, invoices, and payments. [5]

Finmo

Finmo icon

Finance1 trigger1 search2 actionsMortgage application platform for brokers to manage deals, borrowers, and lender submissions. [6]

How to connect Chargebee to Finmo

Set up your Chargebee and Finmo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Chargebee and Finmo work in WEXTL?

WEXTL exposes actions and triggers for Chargebee and Finmo that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Chargebee triggersFinmo actions

Chargebee modules
  • Chargebee icon
    Accept A QuoteCreates a hosted page to accept a quote.
  • Chargebee icon
    Acknowledge A Hosted PageAcknowledges a completed hosted page.
  • Chargebee icon
    Activate A Portal SessionActivates a portal session.
  • Chargebee icon
    Add a Charge-Item to a Pending InvoiceAdds a charge item to a pending invoice.
  • Chargebee icon
    Add Contacts to a CustomerAdds one or more contacts to a customer.
  • Chargebee icon
    Add One-Time Charge to a Pending InvoiceAdds a one-time charge to a pending invoice.
  • Chargebee icon
    Apply Credits for an InvoiceApplies account credits to an invoice.
  • Chargebee icon
    Apply Payments for an InvoiceApplies existing payments to an invoice.
  • Chargebee icon
    Cancel a SubscriptionCancels an active subscription.
  • Chargebee icon
    Cancel an OrderCancels an order.
  • Chargebee icon
    Change Term EndChanges the subscription's term end date.
  • Chargebee icon
    Charge Future RenewalsCharges future subscription renewals in advance.
  • Chargebee icon
    Checkout Charge-Items And One-Time ChargesCreates a checkout page for one-time charges.
  • Chargebee icon
    Checkout Gift Subscription For ItemsCreates a checkout page for a gift subscription.
  • Chargebee icon
    Close a Pending InvoiceCloses a pending invoice.
  • Chargebee icon
    Collect NowCreates a hosted page to collect payment now.
  • Chargebee icon
    Collect Payment for an InvoiceCollects payment for an invoice.
  • Chargebee icon
    Collect Payment for CustomerCollects a payment from a customer.
  • Chargebee icon
    Convert a QuoteConverts a quote into a subscription.
  • Chargebee icon
    Copy CardCopies a card to another customer.
  • Chargebee icon
    Create a Bank Account Payment SourceCreates a bank account payment source.
  • Chargebee icon
    Create a Card Payment SourceCreates a card payment source.
  • Chargebee icon
    Create a Coupon for ItemsCreates a new coupon for items.
  • Chargebee icon
    Create a CustomerCreates a new customer.
  • Chargebee icon
    Create a FeatureCreates a new entitlement feature.
  • Chargebee icon
    Create a Payment Schedule EstimateEstimates a payment schedule.
  • Chargebee icon
    Create A Portal SessionCreates a self-serve portal session.
  • Chargebee icon
    Create a ProductCreates a new product.
  • Chargebee icon
    Create a Quote for Subscription UpdateCreates a quote for a subscription update.
  • Chargebee icon
    Create a Refundable Credit NoteCreates a refundable credit note from an order.
  • Chargebee icon
    Create a UsageCreates a metered usage record.
  • Chargebee icon
    Create an Authorization PaymentCreates an authorization payment.
  • Chargebee icon
    Create an Invoice for Unbilled ChargesCreates an invoice from unbilled charges.
  • Chargebee icon
    Create an ItemCreates a new catalog item.
  • Chargebee icon
    Create an Item FamilyCreates a new item family.
  • Chargebee icon
    Create an Item PriceCreates a new item price.
  • Chargebee icon
    Create an OrderCreates a new order.
  • Chargebee icon
    Create Checkout For A New SubscriptionCreates a checkout page for a new subscription.
  • Chargebee icon
    Create Checkout To Update A SubscriptionCreates a checkout page to update a subscription.
  • Chargebee icon
    Create Credit NoteCreates a new credit note.
  • Chargebee icon
    Create Invoice for Items and One-Time ChargesCreates an invoice for items and one-time charges.
  • Chargebee icon
    Create Invoice for Items EstimateEstimates an invoice for items.
  • Chargebee icon
    Create Unbilled Charges for Item SubscriptionCreates unbilled charges for a subscription.
  • Chargebee icon
    Create Using Permanent TokenCreates a payment source from a permanent token.
  • Chargebee icon
    Delete a CouponDeletes a coupon.
  • Chargebee icon
    Delete a CustomerDeletes a customer record.
  • Chargebee icon
    Delete a FeatureDeletes an entitlement feature.
  • Chargebee icon
    Delete a Payment SourceDeletes a payment source.
  • Chargebee icon
    Delete a QuoteDeletes a quote record.
  • Chargebee icon
    Delete a SubscriptionDeletes a subscription record.
Finmo modules
  • Finmo icon
    Create an ApplicationCreates a new application.
  • Finmo icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Finmo icon
    Search ApplicationsSearches for applications by specified criteria.
  • Finmo icon
    Watch EventsTriggers when a specified event occurs in deals, documents, lenders, borrowers.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Chargebee and Finmo integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Chargebee [5]

Alternative integrations to Finmo [6]

Try Chargebee and Finmo on WEXTL®

Claim your 3-day trial to build Chargebee with Finmo integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Chargebee and Finmo.

References

List of sources used to gather information about the Chargebee and Finmo integration.

  1. Chargebee and Finmo integration source code, module specs and credentials implementation.
  2. Our Chargebee and Finmo integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Chargebee and Finmo — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Chargebee integration information
  6. Finmo integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Chargebee and Finmo, or get started