What you can automate

When tag Added to Account in BillingLogix, find or create account in Salesflare.

When new Chargeback Invoice in BillingLogix, create opportunity, then find or create contact in Salesflare.

When new Chargeback Membership Payment in BillingLogix, create opportunity, then find or create contact in Salesflare.

When new Chargeback Payment in BillingLogix, create opportunity, then find or create contact in Salesflare.

When new Member in BillingLogix, find or create contact in Salesflare.

When new Paid Invoice in BillingLogix, create opportunity, then find or create contact in Salesflare.

About BillingLogix

BillingLogix is a point of sale and membership management solution for martial arts, health, and fitness sectors.

BillingLogix operations on Zapier

Triggers (24)

Start a workflow when this happens

Document Signed by Account — Triggers when the given document is signed by an account.
New Account Check-In Failed With Attendance Limit — Triggers when an account check-in fails for hitting the attendance limit for their membership.
New Account Check-In Failed With Membership Upgrades — Triggers when an account check-in fails for their membership needing to be upgraded.
New Account Check-In Failed With Overdue Invoices — Triggers when an account check-in fails for overdue invoices that need to be paid.
New Chargeback Invoice — Triggers when invoices are in a chargeback payment status.

Show 19 more triggers

New Chargeback Membership Payment — Triggers when memberships are in a chargeback status.
New Chargeback Payment — Triggers when payments are in a chargeback status.
New Event Reservation Cancelled — Triggers when event reservation status changes to cancelled.
New Event Reservation Checked-In — Triggers when event reservation status changes to checked-in.
New Failed Invoice — Triggers when invoices are in a failed payment status.
New Failed Membership Payment — Triggers when membership payment failed to process.
New Failed Payment — Triggers when payments failed to process.
New Member — Triggers when new members are created.
New Paid Invoice — Triggers when invoices are paid.
New Partial Refund Invoice — Triggers when invoices are in a partial refund payment status.
New Prospect — Triggers when new prospects are created.
New Refunded Invoice — Triggers when invoices are in a refunded payment status.
New Refunded Membership Payment — Triggers when membership payments are refunded.
New Refunded Payment — Triggers when payments are refunded.
New Successful Membership Payment — Triggers when membership payments are successful.
New Successful Payment — Triggers when payments are successful.
New Uncollectible Invoice — Triggers when invoices are in a uncollectible payment status.
Tag Added to Account — Triggers when the given tag is added to an account.
Tag Removed From Account — Triggers when the given tag is removed from an account.

Actions (9)

Things Salesflare can make it do

Add Document Waiver to Account — Add a document waiver to an existing account.
Add Tag to Account — Add a tag to an existing account.
Create Member — Creates a new member.
Create Prospect — Creates a new prospect.
Create Tag — Creates a new tag.

Show 4 more actions

Find or Create Member — Finds a member by email address or unique identifier.
Find or Create Prospect — Finds a prospect by email address or unique identifier.
Get Invoice Payment Link — Gets a secure invoice payment link that can be used in custom email automations.
Remove Tag From Account — Remove an existing tag from an account.

Searches (3)

Look up existing records

Find Account — Finds any type of account by email address or unique identifier.
Find Member — Finds a member by email address or unique identifier.
Find Prospect — Finds a prospect by email address or unique identifier.

BillingLogix and Salesflare

How to connect BillingLogix