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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new customer invoice is created
Triggers when a new customer is created.
Triggers when a new product is created.
Action is the task that follows automatically within your Billsby integrations.
Update a customer's contact and billing details.
Charge a customer a one-time adjustable amount and create an invoice.
Find customer's details using their name.
Delete a customer.
Adds feature tags to the provided subscriptionIds
Updates a counter

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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 Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Billsby triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Billsby data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Billsby and Pennylane 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 Pennylane. 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 MorePennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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