Connect Preset Cloud and Billsby to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Preset Cloud
Choose an Action
Automatically do this!
Update Customer
Create a one-time charge
List Custom Fields
Find Customer
Delete a Customer
Add Feature Tags
Update Counter
Enable Integrations or automations with these events of Preset Cloud and Billsby
Enable Integrations or automations with these events of Preset Cloud and Billsby
Actions
List All Teams
Retrieve all teams in the connected Preset Cloud account.
Get Team Members
Retrieve the members of a Preset Cloud team.
Delete a Team Member
Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).
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.
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Frequently Asked Questions
To start, connect both your Preset Cloud and Billsby accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Billsby (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in Billsby. This includes choosing which data fields go into which fields of Billsby, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and Billsby 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 Preset Cloud and Billsby. 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 Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
Learn MoreAbout 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.
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