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Chargebee Integration

  • Log in to your Yoroflow account.
  • Go to the “Administration” menu. 
  • Select the Manage Organization tab. 
  • Click on Integrated Apps. 
  • Find Chargebee in the list and click “Sign in with SSO”.
  • Enter your “Site Key” and “Secret Key”. 
  • To obtain your Site key and Secret Key: 
  • Log in to your Chargebee account. 
  • Your Site Key can be found in your Chargebee account URL. Copy the text between “https://” and “chargebee.com”. 
  • Paste the “Site Key” on Yoroflow’s Chargebee configuration page. 
  • To create your Secret Key, click on “Settings” in the left corner of the page, then select “Configure Chargebee. 
  • Go to API keys. 
  • Click Add API key. 
  • In the pop-up window, choose the API key you want to create. 
  • Next, choose the API Key type and provide a name for the API Key and click Create Key. 
  • Once the Secret Key is created, copy it. 
  • Paste the “Secret Key” into your Yoroflow account configuration. 
  • Click “Test connect and save”. 
  • Chargebee is now integrated into your Yoroflow account, enabling seamless workflow automation for simplified payment processing and management. 

To configure the payment gateway control in the workflow management: #

  • Drag and drop the Payment Gateway control onto your canvas. 
  • Navigate to the properties of the Payment Gateway control.   
  • Enter the name, select Chargebee as the payment gateway provider, and choose the invoice type. 
  • Click “Save” to apply your changes. 
  • To set up the payment gateway status control, begin by dragging and dropping it onto your canvas.  
  • Navigate to the properties of the Payment Gateway Status control. 
  • Enter the name as “Chargebee Status,” specify the payment gateway task name as “Chargebee Gateway,” and indicate the time to trigger. 
  • Click “Save” to apply your settings. 
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