Chargify + Querri
Querri reads customers, subscriptions, invoices, coupons and transactions from Chargify, so questions about churn, overdue invoices and discounts come back with the numbers behind them.
Querri only reads from Chargify and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Chargify records coupon use on each subscription, but following those subscriptions months later means stitching exports together. Querri tracks every couponed subscription to its current state and turns retention by coupon into a KPI you can watch.
KPIsInvoices carry due dates and amounts due, but the aging view finance wants rarely matches the built-in one. Querri buckets open invoices by age and customer and emails the list to finance on a schedule.
Reports & automationBilling lives in Chargify and account health lives in the CRM, so nobody sees both at once. With Salesforce connected too, Querri joins subscriptions to accounts and opportunities so renewal risk and revenue sit in one answer.
SalesforceWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Chargify and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Chargify" or pick it from the connector catalog.
Chargify asks for three entries in the secure form: your API key, your site's Chargify domain and a username. The password field can stay blank, because the API key does the authenticating.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Through the Connector Agent and a secure form: enter your Chargify API key, your site's domain and a username. Once it connects, you pick which of the five Chargify objects to load and how often they refresh.
Customers, subscriptions, invoices, coupons and transactions. Subscriptions include their state, billing amounts, current period dates and cancellation details, and transactions cover charges, payments and refunds, so you can trace revenue from the plan to the money collected.
On the schedule you choose: daily, weekly or monthly, plus manual syncs whenever you need one. Every sync reloads the full data set you selected, and questions run against that copy, so answers reflect the most recent sync.
Yes. The connection uses your Maxio Advanced Billing (Chargify) API key together with your site's domain. Customers, subscriptions, invoices, coupons and transactions come over the same way whichever name your account carries.
No. Querri only reads from Chargify. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Customers, transactions, items and accounting periods from NetSuite.
Invoices, payments, bills and the general ledger from QuickBooks Online.
Charges, subscriptions, invoices, refunds and payouts from Stripe.
Card transactions, expenses, budgets and vendors from Brex.
Connect Chargify, add the rest of your systems, and get answers your whole team can check.