
When this happens...

Automatically do this!
Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get schedulers
Get custom fields
Get smart groups
Get indicators
Get task boards
Get publishers
Get conversations
Get jobs
Get time clocks
Get policy types
Get forms
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new user is created.
Triggers when an existing user updated.
Triggers when user was archived in the system.
Triggers when user was restored from archived .
Triggers when an existing user deleted.
Triggers when an existing user was promoted from 'user' to 'admin'.
Action is the task that follows automatically within your Billsby integrations.
Updates an existing customer's details in Billsby.
Charges the customer one-time fees of adjustable amount.
List all the custom fields you have configured in your company.
Finds the details of a customer when given their Customer ID.
Delete a customer.
Adds feature tags to the provided subscriptionIds

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Billsby and Connecteam accounts to viaSocket. Once connected, you can set up a workflow where an event in Billsby triggers actions in Connecteam (or vice versa).
Absolutely. You can customize how Billsby data is recorded in Connecteam. This includes choosing which data fields go into which fields of Connecteam, setting up custom formats, and filtering out unwanted information.
The data sync between Billsby and Connecteam typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Billsby and Connecteam. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Billsby is a comprehensive subscription billing platform designed to simplify and automate the billing process for businesses. It offers features such as customizable billing cycles, detailed analytics, and seamless integration with various payment gateways.
Learn MoreConnecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
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