Billsby works with Zapier

Connect Billsby to more than 1,500 applications - just a zap away

 

Works with all the tools you use

Zapier helps connect Billsby with more than 1,500 applications – including all the ones your business already know and use. Via Zapier, you can deeply integrate your billing platform with the rest of your business, keeping information accurate and up-to-date and powering workflows and processes. Easily integrate with:

  • CRM tools like Hubspot, Pipedrive, Salesforce and Zoho CRM
  • Newsletter tools like Mailchimp, Constant Contact, AWeber and MailerLite
  • Spreadsheets like Google Sheets, Airtable, Microsoft Excel and Quip
  • Team chat tools like Slack and Microsoft Teams
  • And more than 1,500 other applications

Start each zap with instant triggers

Billsby alerts Zapier instantly when:

  • A new customer signs up, a trial starts or a paid subscription starts
  • A subscription changes
  • A payment fails or a payment failure is resolved
  • A subscription is cancelled by choice or due to lack of payment
  • A customer changes some of their details

Each of these instant triggers can then be used to complete actions in Zapier. For example, when a new customer signs up for a trial, you could put them on your trial customers email newsletter, add them to a special category in your CRM and update your team by sending out a team chat message.

Then, when the same customer moves to a paid plan, you could move them into a different newsletter list and update your CRM. Down the line, when a customer cancels, you could ensure they were moved out of the newsletter list, and create a task in your project management tool to give them a call and understand why they left.

Use information from elsewhere to keep Billsby up to date

Zaps work two ways – so you can use information you collect elsewhere to update the customers record in Billsby. For example, when a customer changes their personal details by phoning in and you update them in your CRM, you can pass those changes through to Billsby instantly – so your customer service agent only has to change things in one place. Update details like:

  • Customer details
  • Subscription details
  • Custom fields 
  • Coupons and discounts
  • Plans and add-ons

You can even add events to your customers subscription event log through Zapier – building a complete view of everything the customer has done across all of your tools, products and services.

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