OneBill and Salesflare
How to connect OneBill
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Invoice in OneBill, create opportunity, then find or create contact in Salesflare.
- When new Lead in OneBill, find or create contact in Salesflare.
- When new Subscriber in OneBill, find or create contact in Salesflare.
- When new Payment in OneBill, create opportunity, then find or create contact in Salesflare.
About OneBill
OneBill is a billing and subscription management platform for businesses offering a range of products/services based around subscription.
OneBill operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Invoice — Triggers when an invoice is generated.
- New Lead — Triggers when a new lead is created.
- New Payment — Triggers when a payment is recorded.
- New Subscriber — Triggers when a new subscriber is created.
Actions (4)
Things Salesflare can make it do
- Create Lead — Creates a new Lead.
- Create Payment — Creates a payment entry against a subscriber.
- Create Subscriber — Creates a new subscriber.
- Create Subscription — Creates a new subscription.
Searches (2)
Look up existing records
- Find Lead — Finds a lead (including their account number).
- Find Subscriber — Finds a subscriber (including their account number).
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