Billsby + Capsule CRM

Billsby + Capsule CRM integrations

Update Billsby customer details when new or updated opportunities arise in Capsule CRM

Keep your customer information up-to-date across your CRM and billing platform with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, this automation updates the customer details in Billsby, ensuring consistency and allowing you to focus on closing more deals instead of manual data entry. Save time and maintain accurate customer records with this seamless integration.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Update Customer DetailsUpdate customer details
ActionWrite

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More things you can do with Capsule CRM and Billsby

Discover other triggers and actions you can use with Capsule CRM and Billsby

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
Customer Updated
Triggers when customer details are updated.
Trigger
Instant
Try It
Subscription Created
Triggers when a subscription gets created.
Trigger
Instant
Try It
- SubscriptionUniqueId
  Required
- Tagname
  Required
Action
Write
- CustomerUniqueId
  Required
- First name
  Required
- Last Name
  Required
- Address line 1
- Address line 2
- Email
  Required
- State
- City
- Country
- Postcode
- Phone number country
- Phone Number Dial Code
- Phone number
Action
Write
- Customer ID
  Required
Action
Search
- Subscription ID
  Required
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Payment Successful
Triggers when a successful payment is taken.
Trigger
Instant
Try It
Subscription Updated
Triggers when a subscription is updated.
Trigger
Instant
Try It
- Currency code
  Required
- Amount
  Required
- Description
  Required
- CustomerUniqueId
  Required
Action
Write
- SubscriptionUniqueId
  Required
- CounterId
  Required
- Operation Type
  Required
- Value
  Required
Action
Write
- Subscription ID
  Required
Action
Search

About Billsby

Billsby is a billing service you can rely on for easy and accurate billing whatever your subscription business is.

HelpHelp

Related categories

Payment Processing

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Add feature tags in Billsby for new or updated opportunities in Capsule CRM

Related Zap Templates

Add feature tags in Billsby for new or updated opportunities in Capsule CRM