Connect upilot and Billsby to Build Intelligent Automations

Choose a Trigger

upilot

When this happens...

Choose an Action

Billsby

Automatically do this!

Enable Integrations or automations with these events of upilot and Billsby

Enable Integrations or automations with these events of upilot and Billsby

Actions

Update Customer

Update Customer

Updates an existing customer's details in Billsby.

Create a one-time charge

Create a one-time charge

Charges the customer one-time fees of adjustable amount.

List Custom Fields

List Custom Fields

List all the custom fields you have configured in your company.

Find Customer

Find Customer

Finds the details of a customer when given their Customer ID.

Delete a Customer

Delete a Customer

Delete a customer.

Add Feature Tags

Add Feature Tags

Adds feature tags to the provided subscriptionIds

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Frequently Asked Questions

How do I start an integration between upilot and Billsby?

To start, connect both your upilot and Billsby accounts to viaSocket. Once connected, you can set up a workflow where an event in upilot triggers actions in Billsby (or vice versa).

Can we customize how data from upilot is recorded in Billsby?

Absolutely. You can customize how upilot 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.

How often does the data sync between upilot and Billsby?

The data sync between upilot and Billsby typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from upilot to Billsby?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between upilot and Billsby?

Yes, you can set conditional logic to control the flow of data between upilot 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.

upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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Billsby

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.

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