Zapier is a powerful integration platform that lets you connect Billsby to more than 5,000 other applications and services. This gives you an advanced and powerful level of control over your subscription business - enabling you to synchronize actions between our application and other tools your business uses.
For example, you could use Zapier to:
Add new customers to your email newsletter
Update usage-based plans based on customer actions in other applications
Create a Google spreadsheet of customers whose subscriptions are suspended, in order to reach out to them
Learning the lingo
It's helpful to understand the lingo that Zapier uses when referring to their service, as we'll use it in this guide.
A zap is a series of tasks that'll be completed to link two or more applications together. For example, let's say you setup a rule that says 'When a customer signs up with Billsby, add them to my MailerLite newsletter' - that would be a zap.
A trigger is an event that starts a zap. For example, you could use our 'Successful Payment' trigger to set off a series of actions across your stack of tools and services.
An action is an event that happens as a result of a trigger in a zap. For example, you could use our 'Update Customer Details' zap to update the details of a customer after they've been changed in your helpdesk.
A search lets you find more details that you can later use in your zap. For example, if we sent you a successful payment trigger, you may want to use the customers' ID to search for their details, so that you may take any further action.
Connecting your Billsby account with Zapier
When you connect your Billsby account to Zapier for the first time, you'll be asked to provide your company domain and API key.
You'll find you company domain in your browser URL when you're logged in.
You can locate your API key by navigating to the Billsby control panel, clicking on Settings > Configuration > API keys and webhooks.
What it does
Triggers whenever a new customer is created - use this to update mailing lists, sync CRM systems and more
Triggers whenever a customer record is updated - use this to keep information in sync across multiple products and systems
Triggers whenever a new subscription is created - use this to update sales pipelines, monitor sign-up rates and more
Triggers whenever a subscription is updated - this could be a change of plan or status - use this to keep track of account suspensions and cancellations
Triggers whenever a payment has been successfully collected - use this to trigger follow up actions that happen whenever a subscription renews
What it does
Update customer details
Amends a customer's details that requires updating due changes in other systems
Create one-time charge
Creates a one-time charge against a specific customer ID
Changes the allowance usage associated with a specific subscription - this is really powerful - use it to charge customers for support tickets raised, to monitor customer system usage, or to create custom counter update forms and systems
Add feature tag
Adds a feature tag to a specific customer ID - this is useful for managing beta sign-up programs, handling customer service interventions or managing cohorts of customers
What it does
Get customer details
Given a customer ID, gets the full details for the associated customer. You can then send this data elsewhere
Get shipping address
Given a subscription ID, gets the associated shipping address. Great for automatic order placement in tools like Shopify
Get subscription details
Given a subscription ID, gets the full details for a given subscription. Useful for filtering by product or plan ID
Getting help creating zaps
If you need help creating zaps to connect Billsby with your other applications, reach out to our support using the chat widget in the bottom right hand corner of your account.