Connect Billsby and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Billsby
Choose an Action
Automatically do this!
Create Custom Field
Update contact
Find Contacts
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
Ready to use Billsby and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Update Document
Modify an existing document in Ploomes CRM to change its content or metadata.
Do thisActions
Action is the task that follows automatically within your Billsby integrations.
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 Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Billsby triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Billsby data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.
The data sync between Billsby and Ploomes 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 Ploomes. 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.
Learn MoreAbout Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
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