Intelligent Billing and Salesflare
How to connect Intelligent Billing
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When new Customer in Intelligent Billing, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Customer Product in Intelligent Billing, find or create account, then find or create contact, then add contact to account in Salesflare.
About Intelligent Billing
Intelligent Billing delivers fast and accurate global billing
Intelligent Billing operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Customer — Triggers when a new customer is created in the Billing System.
- New Customer Product — Triggers when a new customer product is created in the Billing System
- New Product — Triggers when a new product is created in the Billing System.
- New Rate — Triggers when a new rate is created in the billing system.
Actions (6)
Things Salesflare can make it do
- Create Customer — Creates a customer in the billing system
- Create Customer Product — Creates a customer product in the billing system
- Create Product — Creates a product in the Billing System
- Create Rate — Creates a rate in the billing system
- Create Telephone — Creates a telephone product in the billing system
Show 1 more actions
- Update Customer — Updates an existing customer in the billing system
Searches (4)
Look up existing records
- Search Customer — Searches for a customer in the billing system
- Search Customer Product — Searches for a customer product in the billing system
- Search Product — Searches for a product in the billing system
- Search Telephone — Searches for a telephone number in the billing system
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