Connect Billsby and Sellsy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Billsby
Choose an Action
Automatically do this!
Create Contact
Create Task
Create an opportunity
Find Contact
Create or Update Contact
Find Company
Ready to use Billsby and Sellsy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is Created.
New Company
Triggers when a new company (client or prospect) is created.
New Task
Triggers when a new task is created.
Deleted Task
Triggers when a task is deleted.
Updated Company
Triggers when a company (client or prospect) is updated.
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 Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in Billsby triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how Billsby data is recorded in Sellsy. This includes choosing which data fields go into which fields of Sellsy, setting up custom formats, and filtering out unwanted information.
The data sync between Billsby and Sellsy 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 Sellsy. 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 Sellsy
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
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