Connect Billsby and fieldnotes to Build Intelligent Automations
Enable Integrations or automations with these events of Billsby and fieldnotes
Enable Integrations or automations with these events of Billsby and fieldnotes
Actions
Update Customer
Update a customer's contact and billing details.
Create One-Time Charge
Charge a customer a one-time adjustable amount and create an invoice.
Find Customer
Find customer's details using their name.
Delete a Customer
Delete a customer.
Add Feature Tags
Adds feature tags to the provided subscriptionIds
Update Counter
Updates a counter
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Frequently Asked Questions
To start, connect both your Billsby and fieldnotes accounts to viaSocket. Once connected, you can set up a workflow where an event in Billsby triggers actions in fieldnotes (or vice versa).
Absolutely. You can customize how Billsby data is recorded in fieldnotes. This includes choosing which data fields go into which fields of fieldnotes, setting up custom formats, and filtering out unwanted information.
The data sync between Billsby and fieldnotes 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 fieldnotes. 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.
About Billsby
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.
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About fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
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