
When this happens...
New Project
New Project Task
New Comment in Task
Task Completed in Project

Automatically do this!
Update Customer
Create a one-time charge
List Custom Fields
Find Customer
Delete a Customer
Add Feature Tags
Update Counter
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Retrieve tasks created within a recent time window for the selected project.
Detects new comments added to a selected task in a project and returns their details.
Return tasks from the selected project that were marked done within the specified recent time period.
Action is the task that follows automatically within your Worksection integrations.
Adds a new project into your account.
Updates an existing customer's details in Billsby.
Charges the customer one-time fees of adjustable amount.
List all the custom fields you have configured in your company.
Finds the details of a customer when given their Customer ID.
Delete a customer.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Worksection and Billsby accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in Billsby (or vice versa).
Absolutely. You can customize how Worksection 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 Worksection 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 Worksection 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.
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
Learn MoreBillsby 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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