Connect Billsby and Flexie CRM to Build Intelligent Automations

Choose a Trigger

Billsby

When this happens...

Choose an Action

Flexie CRM

Automatically do this!

Enable Integrations or automations with these events of Billsby and Flexie CRM

Enable Integrations or automations with these events of Billsby and Flexie CRM

Actions

Update Customer

Update Customer

Updates an existing customer's details in Billsby.

Create a one-time charge

Create a one-time charge

Charges the customer one-time fees of adjustable amount.

List Custom Fields

List Custom Fields

List all the custom fields you have configured in your company.

Find Customer

Find Customer

Finds the details of a customer when given their Customer ID.

Delete a Customer

Delete a Customer

Delete a customer.

Add Feature Tags

Add Feature Tags

Adds feature tags to the provided subscriptionIds

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Frequently Asked Questions

How do I start an integration between Billsby and Flexie CRM?

To start, connect both your Billsby and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Billsby triggers actions in Flexie CRM (or vice versa).

Can we customize how data from Billsby is recorded in Flexie CRM?

Absolutely. You can customize how Billsby data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Billsby and Flexie CRM?

The data sync between Billsby and Flexie CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Billsby to Flexie CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Billsby and Flexie CRM?

Yes, you can set conditional logic to control the flow of data between Billsby and Flexie CRM. 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

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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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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