Chartsy Zapier Triggers: Every Event and Field

Fires when: A customer cancels a subscription or schedules it to cancel at the end of the period.

Chartsy sends the cancellation to Zapier the moment your billing provider reports it, so the Zap runs within seconds. It fires on the cancel request, which usually comes before the customer loses access - that is why it includes the MRR at risk and the date access ends.

Settings

• Account - Which connected billing account to read. Leave it blank if you have only one.

Fields

Example summary

Alex Smith canceled Growth (49.00 USD/month at risk) - access ends 2026-11-24. Reason: Too expensive

Good to know

• When you test the trigger, Zapier shows your recent real cancellations. If you have had none since the app went live, it shows your latest canceled subscriptions instead.

Use it to

• Create a task to talk to the customer before their access ends. See the template
• Post cancellations to a Slack channel so the team sees churn as it happens.
• Start a win-back email or a CRM deal.

Fires when: Someone pays you for the first time.

Each customer triggers once, on their first payment. Customers who had paid you before (a returning customer on a new subscription) don't trigger it again.

Settings

• Account - Which connected billing account to read. Leave it blank if you have only one.

Fields

Example summary

New paying customer: Alex Smith (alex@example.com) - Growth, 49.00 USD/month - came from reddit / launch-week

Good to know

• The channel fields are filled only when the customer's signup was recorded by Chartsy signup tracking and matched to the payment. Otherwise they are empty.

Use it to

• Celebrate each new customer in Slack or Discord, with the channel that brought them. See the template
• Send a personal thank-you from Gmail or Outlook. See the template
• Add paying customers to a Brevo list so they get customer emails, not trial emails. See the template

Fires when: Someone signs up on a site you track with Chartsy.

Fires for every signup the Chartsy tracking script records, with the email and where the person came from. It needs signup tracking set up on your site; payments are not involved.

Settings

• Tracked Site - Only signups on this site. Leave it blank for all your tracked sites.

Fields

Example summary

New signup on acme.com: alex@example.com - came from reddit / launch-week

Use it to

• Add signups to Mailchimp or Brevo, tagged by source, for a welcome sequence. See the template
• Post each signup to Slack with its campaign and landing page. See the template

Fires when: A customer's payment fails.

Each failed charge triggers once. Use it to reach the customer while there is still time before the subscription lapses. Failures from before you switched the Zap on are skipped.

Settings

• Account - Which connected billing account to read. Leave it blank if you have only one.

Fields

Example summary

Alex Smith: payment of 49.00 USD for Growth failed - Your card was declined.

Good to know

• Works with Stripe, Paddle, Lemon Squeezy and Creem. Polar and Freemius don't report failed payments to Chartsy, so the trigger never fires for them.
• Paddle doesn't send a decline reason, so failure_reason is empty. Paddle also keeps retrying a failed transaction; if a retry succeeds before Zapier next checks, the failure is never reported.

Use it to

• Email the customer from Gmail or Outlook asking them to update their card. See the template
• Post failed payments to Slack or add a Todoist task to follow up. See the template
• Start a dunning sequence in Brevo. See the template

Fires when: A payment goes through after failing.

The pair to Payment Failed: use it to stop the reminders you started, so nobody keeps emailing a customer who has already paid. For Stripe, Lemon Squeezy and Creem it is a paid charge within 30 days of a failed one; several failures before the success count as one recovery.

Settings

• Account - Which connected billing account to read. Leave it blank if you have only one.

Fields

Example summary

Alex Smith: payment of 49.00 USD for Growth went through after 2 failed attempts

Good to know

• Paddle: only transactions retried from 4 November 2026 onward are reported, and first_failed_at is empty because Paddle doesn't give the time of the first failure.
• Not available for Polar or Freemius, for the same reason as Payment Failed.

Use it to

• Tell the team in Slack that the money came in. See the template
• End a Brevo dunning automation. See the template

Fires when: A customer pauses their subscription, or has 2 or more failed payments in the current quarter.

Catches customers who are likely to churn but haven't canceled. A paused subscription triggers once; a customer with repeated failed payments triggers once per quarter.

Settings

• Account - Which connected billing account to read. Leave it blank if you have only one.

Fields

Example summary

Customer cus_Q1w2e3r4 has 2 failed payments this quarter (Acme (Stripe))

Good to know

• To get the customer's email, use the customer id to look them up in your billing provider or CRM in the next step.

Use it to

• Add a task or CRM note to check in with the customer.
• Post a private Slack message to whoever owns retention.

Fires when: Once a day, after 02:00 UTC, when the previous day's figures are complete.

One item per account per day with yesterday's revenue, MRR, subscribers, churn, refunds and traffic, compared with the day before and the 7-day average. Each day triggers once. Days missed while the Zap was off are not replayed.

Settings

• Account - Which connected billing account to read. Leave it blank if you have only one.

Fields

Example summary

Chartsy daily summary for 2026-10-16 (Acme (Stripe))
Revenue: 312.50 USD (+30.1%) vs 7-day average
MRR: 4,250.00 USD
New subscribers: 3 - churned: 0 - refunds: 0
Visits: 1820 - signups: 22

Use it to

• Post the morning numbers to Slack or email them to a co-founder. See the template
• Add a Filter step to alert only on a bad day, e.g. revenue down more than 30% on the average.

Fires when: Every Monday after 02:00 UTC, for the week that just ended (Monday to Sunday).

Last week's visits, signups and new MRR against the week before, broken down by channel: which brought the most of each, which grew or slowed down, and which one to focus on next. The focus pick looks at which channel's signups turned into paying customers over the last 90 days.

Settings

• Channel - How to group traffic: Source (default), Medium, Campaign or Content (post). Campaign and Content need UTM tags on your links.
• Tracked Site - Limit the figures to one site that has the Chartsy tracking script. Leave it blank for all of them.

Fields

Example summary

Chartsy weekly growth, 2026-10-26 to 2026-11-01 (All sites)
Visits: 3,100 (+12.3%) - Signups: 42 (+16.7%) - New paying customers: 4 (196.00 USD new MRR)
- Most new MRR: producthunt, 98.00 USD from 2 new paying customers
- Most signups: reddit, 14 signups (+9 vs last week)
Focus next: reddit - its signups convert to paying customers best (9.52% over the last 90 days).

Good to know

• Needs the Chartsy tracking script on your site. The new MRR figures also need signup tracking, so payments can be matched to channels.

Use it to

• Post the summary to Slack or Microsoft Teams every Monday. See the template

Fires when: One of the revenue or growth goals you set in Chartsy is achieved.

Each goal triggers once, when Chartsy marks it achieved. Set goals in the Chartsy dashboard; without any, the trigger never fires.

Settings

• Account - Which connected billing account to read. Leave it blank if you have only one.

Fields

Example summary

Goal reached: Monthly Recurring Revenue target of 5,000.00 (Acme (Stripe))

Use it to

• Share the win in your team or community channel.

Fires when: Your MRR passes a round milestone, such as 1,000, 5,000 or 10,000, for the first time.

Each milestone triggers once per account, the first time MRR crosses it. Dipping below and crossing it again doesn't trigger it twice. No setup needed.

Settings

• Account - Which connected billing account to read. Leave it blank if you have only one.

Fields

Example summary

Acme (Stripe) passed 5,000 USD MRR (now 5,012.40)

Use it to

• Post the milestone to Slack or Discord, or draft a build-in-public post.