This guide will walk you examples of building integrations and workflows using iPaaS (Integration Platform as a Service). When you're finished, you'll understand how to integrate Chargify to another system, create Chargify workflows, and more.
Important
Chargify does not assist in building, debugging, maintaining, or supporting anything you or a developer builds with iPaaS. However, based on your plan, Chargify can assist with helping you determine which Chargify Webhooks and Chargify APIs to use.
Summary
- Feature
- Webhooks and API
- You Need
- 1. Completed Design Your Integration
2. Person(s) with technical experience building (but not coding) integrations, handling data modification, and knowledge of APIs and Webhooks.
3. An iPaaS software - Code
- No-code to low-code
- Difficulty
- ◉◎◎◎◎ (can increase based on your integration's complexity)
Introduction to Zapier
Zapier is the ideal iPaaS solution for low-complexity integration needs.
Watch the example implementation of a 1way integration from Chargify → Slack. The Trigger/Action is: When a new subscription is created in Chargify, post a message to a Slack Channel. This video highlights important concepts, such as Zapier Webhooks, Zapier Filters, Triggers, and Actions.
Example 1 - Connect to a 3rd Party System Diagram
In this example, we'll listen for a signup_success webhook event in Chargify, and perform an action in a 3rd party system.
- In Zapier, configure Webhooks by Zapier
In Zapier select Webhooks by Zapier, set trigger event as Catch Hook, click Continue, copy the Webhook URL. - In Chargify, configure the webhook URL
In Chargify, go to Config > Settings > Webhooks, and add the Webhook URL in your webhook settings: Checkmark Signup Success, checkmark "Send Webhooks to my Webhook Endpoint(s)", click Save Changes. - In Chargify, create a test subscription
Create a test subscription. - In Zapier, test the trigger
In Zapier, click Continue, then click Test Trigger. You should see test data showing the test was successful. When you're done, click Continue.
- In Zapier, add Filter by Zapier
In Zapier, select Filter by Zapier. - In Zapier, configure the filter
Set the filter to only continue if: Event | (Text) Exactly Matches | signup_success
- In Zapier, add the 3rd party system & authenticate
In Zapier, select the 3rd party system. Select any options Zapier asks for, and authenticate. - In Zapier, map the data
Start mapping your data. This step is the most important.
1. Once you save your changes from the previous step, click "Test & Continue".
2. Optional - Didn't work? View your Zap accordingly. Zapier will show any errors.
Note: Chargify does not help debug Zapier workflows.
Example 2: Perform an Action in Chargify Diagram
In this example, we'll update a subscription in Chargify after it's created. This is best used when the final step of your workflow is an API request to Chargify (this is the most common Zapier use case).
- In Zapier, Configure Webhooks by Zapier
In Zapier select Webhooks by Zapier, set trigger event as Catch Hook, click Continue, copy the Webhook URL. - In Chargify, configure the webhook URL
In Chargify, go to Config > Settings > Webhooks, and add the Webhook URL in your webhook settings: Checkmark Signup Success, checkmark "Send Webhooks to my Webhook Endpoint(s)", click Save Changes. - In Chargify, create a test subscription
Create a test subscription. - In Zapier, test the trigger
In Zapier, click Continue, then click Test Trigger. You should see test data showing the test was successful. When you're done, click Continue.
- In Zapier, add Filter by Zapier
In Zapier, select Filter by Zapier. - In Zapier, configure the filter
Set the filter to only continue if: Event | (Text) Exactly Matches | signup_success


Javascript
API
- Copy this sample code into Zapier (see screencast below if needed)
//** //**CONFIG //** //Chargify Credentials var chargify_subdomain = 'subdomain'; var chargify_api_key = 'apikey'; //API Request var http_method = 'POST'; //Use POST, PUT, or DELETE var endpoint = '/subscriptions/' + inputData.sub_id + '/price_points.json'; //Example of updating a subscription price point //JSON body. Example of components below: var json = {"components": [ { "component_id": 1506141, "price_point": "second-price-point" } ] }; //** //**ZAPIER API REQUEST //** fetch('https://' + chargify_subdomain + '.chargify.com' + endpoint, { method: http_method, headers: { 'Content-Type': 'application/json', "Accept": "application/json", 'authorization': 'Basic ' + Buffer.from(chargify_api_key + ":x").toString('base64') }, body: JSON.stringify(json) }) .then(function(res) { var text = res.json(); callback(null, text); }) .then(function(body) { var output = {"body": body}; callback(null, output); }) .catch(callback);
- In Zapier, within the code, edit the CONFIG section
Start mapping your data. This step is the most important.
Chargify Credentials
- Replace your subdomain and API key (*Keep in mind, you are entering an API key into Zapier. You might want to create a brand new API key just for Zapier).
API Request
- Replace the http_method (POST, PUT, or DELETE)
- Edit the API endpoint as needed (keep the structure as is, and notice how the sub_id variable is already included)
JSON Body
- Add your json
In this example, since we want to update the next billing date, we use PUT and /subscription/id endpoint (it comes from this endpoint). Our JSON sets the next billing date to July 1, 2023.
Finally, test your workflow.
1. Once you save your changes from the previous step, click "Test & Continue".
2. Optional - Didn't work? View your Zap accordingly. Zapier will show any errors.
Note: Chargify does not help debug Zapier workflows.
Introduction to Cyclr
Cyclr is the ideal iPaaS solution for medium to large businesses who want to integrate Chargify with other systems.
Watch the example implementation using Webhooks and Chargify API, with no code. The Trigger/Action is: When a new subscription is created in Chargify, update the subscription’s next billing date in Chargify. This video highlights important concepts, such as the Cyclr Webhook Method and Cyclr’s Chargify API Connector.
Example 1: Perform an Action in Chargify Diagram
In this example, update a subscription in Chargify after it's created, using Cyclr. Cyclr is the ideal iPaaS solution for medium to large businesses who want to integrate Chargify with other systems, especially when the integration is complex. The following example is simple, but can be extrapolated to actions in any 3rd party systems, any actions in Chargify, with multiple steps of complexity.
- In Cyclr, click "Design New Cycle"
Click "Design New Cycle" and name the Cycle. - In Cyclr, add the Chargify connector
1. Click "+ Add Application", search for Chargify, and click "Install".
2. On the Name & Description screen, click "Next".
3. On the Connector Setup screen, add your Chargify Subdomain and click "Next".
4. On the next screen, add your Chargify API Key in the Username field, and leave the Password field blank. When you're done, click "Next". Tip: Create a new API key in Chargify, just for Cyclr. - In Cyclr, add the "Generic Webhook" connector
You're now back on the main Cycle screen.
1. On the right, click "+ Add Utility", search for webhook.
2. Find Generic Webhook, and click "Install".
3. On the Name & Description screen, click "Next".
- In Cyclr, drag Webhook on to your Cycle
In Cyclr, on the main Cycle screen, click Generic Webhook, and drag the method called "Webhook" on to the Cycle template. - In Cyclr, get the webhook URL
On the Webhook method, click the cog wheel, and copy the webhook URL. - In Chargify, add the webhook URL
In Chargify, add the Webhook URL in your webhook settings: Checkmark Signup Success, checkmark "Send Webhooks to my Webhook Endpoint(s)", click Save Changes. - In Cyclr, perform field discovery
1. In Cyclr, click "Close" on the webhook URL screen.
2. Click the bar iconto open Field Discovery.
3. While Field Discovery is on, go to Chargify and create a test subscription.
4. After the subscription is created, wait a bit (10-30 seconds) for Cyclr to discover the fields. - In Cyclr, confirm field discovery success
In Cyclr, you should see a green success message in the top right hand corner when fields are discovered.
- In Cyclr, drag Chargify on to the Cycle
On the main Cycle screen, click Chargify on the right hand side, and find the action you want to use. Drag it on to the template, and connect the Webhook Box to the Chargify Box. - In Cyclr, map data
1. Click the cog iconto open the Chargify Action.
2. Map your data.
3. Repeat this for as many steps as you'll use.
1. Turn on the Cycle, by clicking the Run icon .
2. Go to Chargify and simulate your real action.). Flip back to Cyclr, wait up to 1 minute, and you will see it work in real time, when it shows a spinning icon on a step. Go to Chargify, refresh the page you're on (eg: subscription page), and you'll see the update.
3. When you're done testing, click the Stop icon .
4. Optional - add new steps, edit steps, map data, etc. Continue until you're done.
Note: Chargify does not help debug Cyclr workflows.
Example 2: Create a Multi-step & Multi-system Integration Diagram
In this example, update a subscription in Chargify after it's created, using Cyclr. Cyclr is the ideal iPaaS solution for medium to large businesses who want to integrate Chargify with other systems, especially when the integration is complex. The following example is simple, but can be extrapolated to actions in any 3rd party systems, any actions in Chargify, with multiple steps of complexity.
- In Cyclr, click "Design New Cycle"
Click "Design New Cycle" and name the Cycle. - In Cyclr, add the Chargify connector
1. Click "+ Add Application", search for Chargify, and click "Install".
2. On the Name & Description screen, click "Next".
3. On the Connector Setup screen, add your Chargify Subdomain and click "Next".
4. On the next screen, add your Chargify API Key in the Username field, and leave the Password field blank. When you're done, click "Next". Tip: Create a new API key in Chargify, just for Cyclr. - In Cyclr, add the "Generic Webhook" connector
You're now back on the main Cycle screen.
1. On the right, click "+ Add Utility", search for webhook.
2. Find Generic Webhook, and click "Install".
3. On the Name & Description screen, click "Next".
- In Cyclr, drag Webhook on to your Cycle
In Cyclr, on the main Cycle screen, click Generic Webhook, and drag the method called "Webhook" on to the Cycle template. - In Cyclr, get the webhook URL
On the Webhook method, click the cog wheel, and copy the webhook URL. - In Chargify, add the webhook URL
In Chargify, add the Webhook URL in your webhook settings: Checkmark Signup Success, checkmark "Send Webhooks to my Webhook Endpoint(s)", click Save Changes. - In Cyclr, perform field discovery
1. In Cyclr, click "Close" on the webhook URL screen.
2. Click the bar iconto open Field Discovery.
3. While Field Discovery is on, go to Chargify and create a test subscription.
4. After the subscription is created, wait a bit (10-30 seconds) for Cyclr to discover the fields. - In Cyclr, confirm field discovery success
In Cyclr, you should see a green success message in the top right hand corner when fields are discovered.
1. Turn on the Cycle, by clicking the Run icon .
2. Go to Chargify and simulate your real action.). Flip back to Cyclr, wait up to 1 minute, and you will see it work in real time, when it shows a spinning icon on a step. Go to Chargify, refresh the page you're on (eg: subscription page), and you'll see the update.
3. When you're done testing, click the Stop icon .
4. Optional - add new steps, edit steps, map data, etc. Continue until you're done.
Note: Chargify does not help debug Cyclr workflows.
Example 3: Schedule a Workflow with Batch Processing
In this example, instead of using webhooks, we'll create a batch job that runs on a schedule and performs a task.
- In Cyclr, click "Design New Cycle"
Click "Design New Cycle" and name the Cycle. - In Cyclr, add the Chargify connector
1. Click "+ Add Application", search for Chargify, and click "Install".
2. On the Name & Description screen, click "Next".
3. On the Connector Setup screen, add your Chargify Subdomain and click "Next".
4. On the next screen, add your Chargify API Key in the Username field, and leave the Password field blank. When you're done, click "Next". Tip: Create a new API key in Chargify, just for Cyclr. - In Cyclr, add the "Generic Webhook" connector
You're now back on the main Cycle screen.
1. On the right, click "+ Add Utility", search for webhook.
2. Find Generic Webhook, and click "Install".
3. On the Name & Description screen, click "Next".
- Use Cyclr's prebuilt batch actions (eg: List new subscriptions)
In Cyclr, on the main Cycle screen, click "List New Subscriptions" and drag it on to the template. - Set the Cycle to run at a specific interval (eg: 3 hours, 4 hours, etc)
In this example, we'll set it to 3 hours.

1. Turn on the Cycle, by clicking the Run icon .
2. Go to Chargify and simulate your real action (eg: a subscription signup). Flip back to Cyclr, wait up to 1 minute, and you will see it work in real time, when it shows a spinning icon on a step. Go to Chargify, refresh the page you're on (eg: subscription page), and you'll see the update.
3. When you're done testing, click the Stop icon .
4. Optional - add new steps, edit steps, map data, etc. Continue until you're done.
Note: Chargify does not help debug Cyclr workflows.
FAQs
- How much do iPaaS solutions cost, which one should I use?
Review Design Your Integration > Part 4. - Can Chargify help me build my integration?
No. We can, however, answer any questions you have about which Chargify Webhooks or Chargify API Endpoints you need. - Can Chargify help me configure an iPaaS?
No. We can, however, answer any questions you have about which Chargify Webhooks or Chargify API Endpoints you need, but the iPaaS implementation is your responsibility.