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Billabex Integrations

Beta
Proposal & Invoice Management

Put Billabex to work with AI and enterprise-grade automation

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • AccountId
      Required
    • FullName
      Required
    • Email
    • Language
      Required
    Action
    Write
    • OrganizationId
      Required
    • First
    • After
    Action
    Write
    • OrganizationId
      Required
    • First
    • After
    Action
    Write
    • AccountId
      Required
    Action
    Write
    • OrganizationId
      Required
    • FullName
      Required
    • CurrencyCode
      Required
    • Street
    • City
    • Postal Code
    • State or Province
    • Country
    • External Source ID
    Action
    Write
    • OrganizationId
      Required
    • First
    • After
    Action
    Write
    • AccountId
      Required
    Action
    Write
    • CreditNoteId
      Required
    • RefundedAmount
      Required
    Action
    Write

For builders

Let your AI safely access Billabex

Go beyond Zap workflows. Install Zapier in your AI to call Billabex actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Billabex from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Add Contact to Account
  • Create Account

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Billabex actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Billabex connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "billabex", owner: "me" });

await zapier.runAction({
  app: 'billabex',
  action: 'add_contact',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Billabex Help & Support

Common questions

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About Billabex
Billabex is a receivables management platform that automates invoice follow-ups and manages accounts, invoices, and credit notes.
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