What you can automate

When customer Created in Billsby, find or create account, then find or create contact, then add contact to account in Salesflare.

When customer Updated in Billsby, find or create account, then find or create contact, then add contact to account in Salesflare.

When subscription Created in Billsby, create opportunity, then find or create contact in Salesflare.

When subscription Updated in Billsby, create opportunity, then find or create contact in Salesflare.

About Billsby

Billsby is a billing service you can rely on for easy and accurate billing whatever your subscription business is.

Billsby operations on Zapier

Start a workflow when this happens

Things Salesflare can make it do

Add Feature Tags — Adds feature tags to the provided subscriptionIds
Create One-Time Charge — Charges the customer a one-time fee of adjustable amount
Update Counter — Updates a counter
Update Customer Details — Update customer details

Look up existing records

Find Customer — Finds the details of a customer when given their Customer ID
Find Shipping Address — Finds the details of a subscription shipping address when given a Subscription ID
Find Subscription — Finds the details of a subscription when given a Subscription ID

Billsby operations on Make

Start a workflow when this happens

Watch Credit Notes — Triggers every time a credit note is created.
Watch Customers — Triggers every time a new customer is created.
Watch Deleted Customers — Triggers every time a customer is deleted from your account.
Watch Invoices — Triggers every time an invoice is created.
Watch Subscriptions — Triggers every time a subscription is created.

Show 4 more triggers

Watch Updated Credit Notes — Triggers when the payment status of a credit note is updated.
Watch Updated Customers — Triggers every time any of the customers' details have changed.
Watch Updated Invoices — Triggers when the payment status of an invoice is updated.
Watch Updated Subscriptions — Triggers when a subscription has a plan or cycle change, or the status of subscription is changed.

Things Salesflare can make it do

Add a Feature Tag — Adds a feature tag to a unique subscription ID.
Cancel a Subscription — Cancels an individual subscription.
Create a One-Time Charge — Creates a one-time change for a specified customer.
Delete a Customer — Deletes a specified customer.
Delete a Feature Tag — Deletes a feature tag from a list of subscriptions.

Show 6 more actions

Get a Customer — Returns a specified customer.
Get a Shipping Address — Returns the shipping address information associated with a subscription.
Get a Subscription — Returns individual subscription details.
Make an API Call — Performs an arbitrary authorized API call.
Update a Counter — Update the value that a counter has for an allowance.
Update a Customer — Updates customer information.

Look up existing records

Billsby and Salesflare