Connect Billsby and Insurance Xdate to Build Intelligent Automations
Enable Integrations or automations with these events of Billsby and Insurance Xdate
Enable Integrations or automations with these events of Billsby and Insurance Xdate
Actions
Update Customer
Updates an existing customer's details in Billsby.
Create a one-time charge
Charges the customer one-time fees of adjustable amount.
List Custom Fields
List all the custom fields you have configured in your company.
Find Customer
Finds the details of a customer when given their Customer ID.
Delete a Customer
Delete a customer.
Add Feature Tags
Adds feature tags to the provided subscriptionIds
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Frequently Asked Questions
To start, connect both your Billsby and Insurance Xdate accounts to viaSocket. Once connected, you can set up a workflow where an event in Billsby triggers actions in Insurance Xdate (or vice versa).
Absolutely. You can customize how Billsby data is recorded in Insurance Xdate. This includes choosing which data fields go into which fields of Insurance Xdate, setting up custom formats, and filtering out unwanted information.
The data sync between Billsby and Insurance Xdate 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 Insurance Xdate. 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 Insurance Xdate
Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.
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