Checkout + Chargebee
Connect Checkout with Chargebee to Automate Payments and Subscription Billing
Stop reconciling transactions by hand. Keep your payment and subscription data in sync, automatically.
Why integrate Checkout and Chargebee?
Checkout and Chargebee each do their job well. Checkout handles secure, high-conversion payment sessions and transaction processing. Chargebee takes care of the full subscription lifecycle — trials, plan changes, invoicing, revenue recognition. On paper they complement each other perfectly. In practice, without integration, teams end up manually reconciling transactions, duplicating customer records, and chasing discrepancies between two platforms that never talk to each other.
Automate & integrate Checkout & Chargebee
Use case
Automatic Subscription Creation After Checkout Payment
When a customer completes a payment session in Checkout, tray.ai can instantly create or activate the corresponding subscription in Chargebee. No delay between payment and going live, which improves the new customer experience and keeps revenue records accurate from the first transaction.
Use case
Failed Payment Recovery and Subscription Pause
When Checkout flags a failed or declined payment, tray.ai can automatically update the subscription status in Chargebee — pausing it, triggering a dunning workflow, or flagging the account for follow-up. The gap between payment failure and subscription management closes, which protects revenue and reduces churn.
Use case
Customer Record Synchronization Across Both Platforms
New customers created during a Checkout session can be automatically mirrored into Chargebee as subscribers, with contact details, payment method references, and plan information already populated. One consistent customer record across your billing stack, no duplicates.
Use case
Real-Time Invoice Generation and Delivery
After a Checkout payment confirms, tray.ai can trigger Chargebee to generate and email an invoice or receipt to the customer. Invoicing requirements get met, the post-purchase experience improves, and Chargebee's financial records stay aligned with actual Checkout transactions.
Use case
Plan Upgrade and Downgrade Synchronization
When a customer initiates a plan change through a Checkout session — say, upgrading to a higher tier — tray.ai can automatically update the subscription plan and billing cycle in Chargebee. Prorations, revenue adjustments, and feature entitlements are all handled without your billing team getting involved.
Use case
Refund and Credit Note Automation
When a refund goes through Checkout, tray.ai can automatically create a corresponding credit note or adjustment in Chargebee, keeping revenue recognition and subscription records accurate. Especially useful for SaaS businesses that need clean financial data for reporting and compliance.
Use case
Subscription Renewal Payment Tracking
As subscription renewals process through Checkout, tray.ai can automatically log each successful payment against the relevant Chargebee subscription, updating next billing dates, payment history, and customer lifetime value metrics. Finance and customer success teams get real-time visibility into renewal health.
Get started with Checkout & Chargebee integration today
Checkout & Chargebee Challenges
What challenges are there when working with Checkout & Chargebee and how will using Tray.ai help?
Challenge
Keeping Payment Events and Subscription States in Real-Time Sync
Checkout and Chargebee operate as independent systems. Payment events in Checkout — successful charges, failures, refunds — don't automatically update subscription states in Chargebee. That lag can leave you with customers on active subscriptions who haven't paid, or paid customers who can't access anything.
How Tray.ai Can Help:
Tray.ai listens to Checkout webhooks in real time and immediately triggers the right Chargebee API calls to update subscription status, so both systems are in sync within seconds of a payment event.
Challenge
Reconciling Customer Identities Across Both Platforms
Checkout and Chargebee each maintain their own customer records and identifiers. Without a reliable mapping between them, automated workflows can create duplicate customers, assign payments to the wrong subscriber, or leave orphaned records in either system.
How Tray.ai Can Help:
Tray.ai's data mapping and transformation tools let you build reliable cross-platform customer identity matching — using email, metadata, or custom external IDs — so every Checkout payment event connects to the right Chargebee customer and subscription.
Challenge
Handling Complex Billing Events Like Prorations and Partial Payments
Mid-cycle plan changes, prorated invoices, and partial payments make syncing Checkout transactions to Chargebee subscriptions genuinely tricky. A simple payment confirmation doesn't carry enough context to correctly update a prorated subscription record without careful data handling.
How Tray.ai Can Help:
Tray.ai workflows can include conditional logic that reads metadata attached to Checkout payment sessions — plan change flags, proration amounts — and passes the right parameters to Chargebee's subscription update and invoice adjustment APIs.
Challenge
Managing Webhook Reliability and Event Deduplication
Both Checkout and Chargebee deliver events via webhooks, which can arrive out of order, arrive twice, or not arrive at all due to transient network issues. Without proper handling, those edge cases produce duplicate subscriptions, wrong status updates, or missed billing events.
How Tray.ai Can Help:
Tray.ai has built-in error handling, retry logic, and idempotency controls so Checkout webhook events are processed reliably and exactly once, even when things go wrong. Failed steps retry automatically, and teams get alerted if something needs a manual look.
Challenge
Maintaining Audit Trails Across Payment and Subscription Records
Finance and compliance teams need a complete, traceable audit trail linking every Checkout transaction to the corresponding Chargebee invoice, credit note, or subscription record. Without integration, assembling that trail manually is slow and error-prone.
How Tray.ai Can Help:
Tray.ai logs every workflow execution with full input and output data, creating a detailed record of how each Checkout event was processed and what changed in Chargebee. Finance teams get the documentation they need for reconciliation, compliance audits, and revenue reporting.
Start using our pre-built Checkout & Chargebee templates today
Start from scratch or use one of our pre-built Checkout & Chargebee templates to quickly solve your most common use cases.
Checkout & Chargebee Templates
Find pre-built Checkout & Chargebee solutions for common use cases
Template
New Checkout Payment → Create Chargebee Subscription
Automatically creates a new subscription in Chargebee whenever a customer completes a payment session in Checkout, passing through customer details, plan selection, and payment method reference.
Steps:
- Trigger: Checkout payment session completed successfully via webhook
- Extract customer details, plan ID, and payment token from the Checkout event payload
- Create or retrieve the customer record in Chargebee
- Create a new subscription in Chargebee with the relevant plan and billing details
- Log the subscription ID back for reference and send a confirmation notification
Connectors Used: Checkout, Chargebee
Template
Failed Checkout Payment → Update Chargebee Subscription and Trigger Dunning
Monitors Checkout for failed payment events and automatically updates the associated Chargebee subscription status, initiating Chargebee's dunning workflow to recover the payment and retain the customer.
Steps:
- Trigger: Checkout payment failure event received via webhook
- Identify the associated customer and subscription in Chargebee using the payment reference
- Update the Chargebee subscription status to past due or paused as appropriate
- Trigger Chargebee dunning sequence or custom retry workflow
- Notify the internal customer success team of the at-risk account
Connectors Used: Checkout, Chargebee
Template
Checkout Refund → Chargebee Credit Note Creation
Automatically creates a credit note in Chargebee whenever a refund is issued through Checkout, keeping financial records and subscription data accurate without manual finance team intervention.
Steps:
- Trigger: Refund event received from Checkout webhook
- Retrieve the original transaction and associated Chargebee invoice ID
- Create a credit note in Chargebee for the refunded amount
- Update the customer's subscription record if the refund affects future billing
- Notify the finance team and log the adjustment in your accounting system
Connectors Used: Checkout, Chargebee
Template
Checkout Plan Upgrade Payment → Chargebee Subscription Update
When a customer pays for a plan upgrade through a Checkout session, this template automatically updates their Chargebee subscription to the new plan tier, handling proration and adjusting the next billing date.
Steps:
- Trigger: Checkout payment session completed with upgrade metadata flag
- Parse the new plan ID and customer identifier from the Checkout event
- Retrieve the current subscription from Chargebee
- Update the Chargebee subscription to the new plan with proration applied
- Send the customer a confirmation email with updated plan and billing details
Connectors Used: Checkout, Chargebee
Template
New Chargebee Trial Expiry → Checkout Payment Session Link
When a Chargebee trial subscription is about to expire, tray.ai automatically generates a Checkout payment session link and sends it to the customer, prompting them to add payment details and convert to a paid plan.
Steps:
- Trigger: Chargebee trial expiry event or scheduled pre-expiry webhook
- Retrieve the customer's details and selected plan from Chargebee
- Generate a Checkout payment session URL pre-populated with plan and customer data
- Send the customer a personalized conversion email with the Checkout link
- Monitor Checkout for successful payment and activate the subscription in Chargebee
Connectors Used: Chargebee, Checkout
Template
Daily Checkout-to-Chargebee Transaction Reconciliation Report
Runs a scheduled daily reconciliation between Checkout transaction records and Chargebee invoice and payment records, flags discrepancies, and delivers a summary report to the finance team.
Steps:
- Trigger: Scheduled daily automation at a set time
- Fetch all Checkout transactions from the past 24 hours via the Checkout API
- Fetch all Chargebee payments and invoices created in the same period
- Compare records and identify any mismatches, missing entries, or duplicate charges
- Generate a reconciliation report and deliver it to the finance team via email or Slack
Connectors Used: Checkout, Chargebee