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.