Connect Billsby and Kylas CRM
Integrate Billsby with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Customer in Billsby when New Lead Created in Kylas CRM
Create One-Time Charge in Billsby when New Lead Created in Kylas CRM
Find Customer in Billsby when New Lead Created in Kylas CRM
Delete a Customer in Billsby when New Lead Created in Kylas CRM
Add Feature Tags in Billsby when New Lead Created in Kylas CRM
Popular Billsby + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Billsby
When this happens...
- Request a new Trigger for Billsby
Choose an action
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contact
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Update Customer in Billsby when New Lead Created in Kylas CRM
Use this flowCreate One-Time Charge in Billsby when New Lead Created in Kylas CRM
Use this flowFind Customer in Billsby when New Lead Created in Kylas CRM
Use this flowDelete a Customer in Billsby when New Lead Created in Kylas CRM
Use this flowAdd Feature Tags in Billsby when New Lead Created in Kylas CRM
Use this flowUpdate Counter in Billsby when New Lead Created in Kylas CRM
Use this flowUpdate Customer in Billsby when New Contact in Kylas-crm
Use this flowCreate One-Time Charge in Billsby when New Contact in Kylas-crm
Use this flowFind Customer in Billsby when New Contact in Kylas-crm
Use this flowDelete a Customer in Billsby when New Contact in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Billsby and Kylas CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
Action is the task that follows automatically within your Billsby integrations.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreAbout Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Billsby and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Billsby and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where Billsby triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in Billsby. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Billsby and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Billsby and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
