When a subscription starts
Welcome drafts for new Chargebee subscribers
When a Chargebee subscription starts, Letaido drafts a short personal welcome in Gmail that names the plan, ready for you to send.
Chargebee + Gmail integration
Combine Chargebee + Gmail and move subscription data into your inbox. Just ask Letaido's AI agent and watch it do the work.
Best Chargebee and Gmail integration jobs to start with
Use this Chargebee Gmail integration for welcome emails, failed payment notes, win-backs and renewal heads-ups.
When a payment fails
Failed payment notes for big subscriptions
When a payment fails on a Chargebee subscription worth $500 or more monthly, Letaido drafts a Gmail note with the plan, amount and card error.
When a subscription is cancelled
Win-back drafts in Gmail for cancellations
When a customer cancels in Chargebee, Letaido drafts a personal Gmail note that names their plan and asks what would bring them back.
Every Monday at 9am
Renewal heads-up drafts for annual plans
Every Monday, Letaido drafts a Gmail heads-up to each annual Chargebee customer renewing in about a month, with their plan and renewal date.
Chargebee Gmail integration options, compared
Chargebee sends template emails itself. Letaido writes personal drafts you check first.
| Option | Starts from Chargebee events | Saves drafts you check first | Writes each email for the customer | Uses your Gmail account, including drafts |
|---|---|---|---|---|
 Letaido AI agent | Yes | Yes | Yes | Yes |
| Chargebee email notifications | Yes | No | Partly | Partly |
| Zapier | Yes | Yes | Partly | Yes |
Read the full comparison
| Option | What starts it | Best for | Watch out for |
|---|---|---|---|
| Letaido AI agent | A Chargebee event, a schedule, or when you ask | Personal emails a person should send: welcomes that name the plan, notes when a payment fails on a big subscription, win-backs after a cancel, heads-ups before annual renewals | Jobs save drafts in your Gmail account and never send, so someone still sends each one. Chargebee events need a webhook. Gmail needs your own Google Cloud OAuth client |
| Chargebee email notifications | Chargebee itself, when a subscription, invoice, payment or dunning event happens | Standard billing emails to every customer: invoices, payment receipts, dunning emails during payment retries, with mail merge fields and segments | Template emails go out on their own, with no draft to check. You can set your Gmail account as Chargebee's SMTP server, and Gmail's daily sending limit then applies. Chargebee's own sending allows 2,000 emails a day on a live site by default |
| Zapier | A Chargebee event such as New Subscription, Payment Failure or Subscription Cancellation | One email per event from a template you fill with Chargebee fields, for example its "Send emails through Gmail for new subscriptions on ChargeBee" template | You build and maintain a workflow (Zap) for each kind of email, and it runs for each matching event. Gmail actions include Send Email and Create Draft. Every successful action step uses a Zapier task |
Chargebee and Gmail: the old way vs. Letaido
- 1Spot the new subscription in Chargebee
- 2Open the customer record
- 3Note the plan and trial end
- 4Write the welcome in Gmail
- 5Repeat for the next signup
When a new Chargebee subscription is created, draft a short personal welcome email in Gmail to the customer: thank them by first name, name their plan, say when their trial ends if they are on one, and ask what they want to get done first. Don't send it.
Gmail, Drafts
Subject: Welcome to the Business plan, Theo
Hi Theo, thanks for starting on the Business plan. Your trial runs until November 13.
What's the first thing you want to get done with it? Reply here and I'll point you to the right place.
Thanks
How Chargebee and Gmail jobs start
When something happens
A job can start when a new Chargebee subscription is created or a Chargebee payment fails or a Chargebee subscription is cancelled, like “Welcome drafts for new Chargebee subscribers”.
On a schedule
Saved as an automation, like “Renewal heads-up drafts for annual plans”: every Monday at 9am.
When you ask
One message, 41 Chargebee and Gmail actions to draw on.
How to set up the Chargebee Gmail integration
-
1Paste your Chargebee site name and API key
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2Connect Gmail with your OAuth client
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3Approve the first run
Allow all read operations once per app; approve each kind of write once.
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4Check the first result in chat
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5Choose when it runs
Every Chargebee and Gmail action the agent can take
Chargebee
9 groups: 10 reads, 12 writes
- Delete customers
- Read invoices
- Browse product catalog
- 6 more
Record payment · Update billing info · Create customer · Send invoice email
Gmail
8 groups: 7 reads, 12 writes
- Create and manage drafts
- Read messages and threads
- Organize threads with labels
- 5 more
List labels · Modify message · Delete draft · Trash message
Frequently asked
Does Chargebee integrate with Gmail? +
Chargebee sends its own template emails, and you can set your Gmail account as its SMTP server. Letaido's AI agent, Leta, works the other way: it reads Chargebee and saves personal emails as drafts in your Gmail, such as welcomes, failed payment notes, win-backs and renewal heads-ups.
How do I connect Chargebee and Gmail to Letaido? +
Paste your Chargebee site name and API key, and connect Gmail with your own Google Cloud OAuth client. Then describe the job in chat, or paste a prompt from a job on this page.
Can a new Chargebee subscription start a job? +
Yes. A new subscription, a failed payment or a cancellation in Chargebee can start a job, and the renewal heads-ups run every Monday at 9am. Chargebee events need a webhook in Chargebee that points to the URL Letaido gives you. Gmail has no event triggers.
Will the emails go out on their own? +
No. Every job on this page saves a Gmail draft and never sends it. You read, edit and send each one yourself, and Chargebee is only read.
How is this different from Chargebee's own email notifications? +
Chargebee's notifications are templates it sends on its own, like invoices, receipts and dunning emails. Leta writes a personal draft for each customer, with their plan and details, for someone to check and send. Chargebee's own dunning emails and retries carry on as before.
Can Zapier send Gmail emails from Chargebee? +
Yes. In Zapier you build a reusable workflow (a Zap) that runs for each matching Chargebee event, such as a new subscription, and fills a Gmail email from a template. Each successful action step uses a task. Leta writes each email from the customer's own data and saves it as a draft.
Do I approve what it saves in Gmail? +
Allow all read operations once per app; approve each kind of write once. The jobs on this page have one kind of write: saving a Gmail draft.
Put Chargebee and Gmail to work today
Connect Chargebee and Gmail, then ask for a job like "Draft a Gmail welcome for every new Chargebee subscriber". Leta gets it done the moment something happens, or the moment you ask.
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