Google Sheets<\/a> to search a lookup table for the plan ID that corresponds with the plan name selected in the dropdown field in Process Street.<\/span><\/p>\nFirst, let’s set up a quick lookup table in Google Sheets.<\/p>\n
Create a new blank sheet and name the first two columns “Plan name” and “Plan ID”. The “Plan name” values will be the same as those in your dropdown field in Process Street, and the “Plan ID” will be a more abstract value that corresponds with the plans you have set up in your Chargebee account.<\/p>\n
The table will look something like this:<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/10-google-sheets-lookup-table.png\")
<\/p>\n
Next, go back to Zapier and add a new Action. Select Google Sheets as the Action app, then select “Lookup Spreadsheet Row”. This is a Search Action, and will take the plan name selected in the dropdown field and find the reference ID of the upgrade plan in the lookup table, so that Chargebee can automatically apply the change to the customer\u2019s profile.<\/span><\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/9-zap-add-search-google-sheets.png\")
<\/p>\n
Add your Google Sheets account to Zapier so that the Zap can access the lookup table:<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/11-zap-connect-google-sheets-account.png\")
<\/p>\n
Now you need to configure Zapier’s Search Action to look for the row containing the new plan ID, using the information pulled from the Process Street dropdown form field. Click on the button market “Insert a field” to the right of the data field you wish to fill out and choose the appropriate data from your Process Street test.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/12-configure-zap-google-sheets-lookup-search.png\")
<\/p>\n
Once that\u2019s done, you\u2019re ready to test this part of the Zap. Hit “Fetch & Continue” and wait for Zapier to find the result in your Google Sheets spreadsheet.\u00a0<\/span><\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/13-TEST-GOOGLE-SHEETS-ZAP.png\")
<\/p>\n
If it worked, you’ll see something like this:<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/14-finish-test-google.png\")
<\/p>\n
Just hit “Finish” and we can move on to setting up the final part of the Zap: an Action step that speaks to Chargebee.<\/p>\n
Add an Action to upgrade a subscription plan in Chargebee from a Process Street checklist<\/span><\/h2>\nNow that you’ve set up the initial Trigger, and added a Search Action to look for the plan ID using Google Sheets, you can push that plan ID into Chargebee to upgrade the subscription plan in question.<\/p>\n
Choose Chargebee as the app for the Action step, with Update Subscription as the Action.<\/span><\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/17-chargebee-new-action.png\")
<\/p>\n
You\u2019ll then need to link your Chargebee account with Zapier by providing your API key and account URL.<\/span><\/p>\nWhen you move onto Set Up Template, set the Subscription ID from the Google Sheets row pulled in the Search Action. Here\u2019s how we set up our subscription template:<\/span><\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/final-zap.png\")
<\/p>\n
Here you can see that the Plan ID corresponds to the ID for the “Platinum” plan that was selected in the dropdown field in the original Process Street field.<\/p>\n
When you’re done, click “Continue” at the bottom of the screen to\u00a0move onto the test step to confirm the Zap is working.\u00a0<\/span><\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/zap-chargebee-test-succes.png\")
<\/p>\n
Head over to Chargebee, and check whether the subscription has been updated.<\/span><\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/18-chargebee-new-sub.png\")
<\/p>\n
Be sure to test the complete Zap by running a new checklist and completing the task with the subscription plan ID, and then check the the Zap logs to be absolutely sure the integration is working.<\/span><\/p>\nNow your new Zap is finished and ready to help you save time by eliminating a sizeable manual workload from any process that involves the billing, upgrade, and general management of subscription plans.<\/p>\n
Moving forward, this Zap means that you’ll never have to worry about manually changing the subscription plans of new and upgrading users ever again.<\/p>\n
Consider how you could automate other repeatable processes using Process Street integrations. There are so many options available for integrating with different apps, that you’re only limited by your imagination.<\/p>\n","protected":false},"excerpt":{"rendered":"
You can integrate Chargebee with Process Street checklists using Zapier. Data you store in\u00a0form\u00a0fields can be pushed to Chargebee to update billing subscription plans. That means you can create and assign upgrade plans to your customers as part of your workflow with Process Street checklists. Use case: A company manages their SaaS upselling process with […]<\/p>\n","protected":false},"author":9,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[194],"ht_kb_tag":[197,374],"class_list":["post-5876","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-integrations","ht_kb_tag-wufoo"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5876","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/9"}],"version-history":[{"count":1,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5876\/revisions"}],"predecessor-version":[{"id":5877,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5876\/revisions\/5877"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5876"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5876"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5876"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Chargebee-01.png\")
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