Connect Billsby and PocketGuard to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Billsby
Choose an Action
Automatically do this!
- Request a new Action for PocketGuard
Enable Integrations or automations with these events of Billsby and PocketGuard
Enable Integrations or automations with these events of Billsby and PocketGuard
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
Know More About Billsby and Pocketguard Integrations
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Frequently Asked Questions
To start, connect both your Billsby and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in Billsby triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how Billsby data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between Billsby and PocketGuard 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 PocketGuard. 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 PocketGuard
PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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