BillingLogix and Salesflare
How to connect BillingLogix
- Via Zapier — 36 operations available. Set it up ↗
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.
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