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Billsby + Help Scout + Filter by Zapier

Generate conversations in HelpScout when subscriptions are cancelled in Billsby

Need to reach out to customers when their subscription is cancelled, but finding it hard to keep track of subscription updates? This template will automatically create a conversation in HelpScout when a subscription is cancelled in Billsby, so you can easily reach out to the customer directly to see why they cancelled.

Need to reach out to customers when their subscription is cancelled, but finding it hard to keep track of subscription updates? This template will automatically create a conversation in HelpScout when a subscription is cancelled in Billsby, so you can easily reach out to the customer directly to see why they cancelled.

  1. When this happens...
    BillsbyBillsby
    Subscription Updated

    Triggers when a subscription is updated.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    BillsbyBillsby
    Find Customer

    Finds the details of a customer when given their Customer ID

    ActionSearch
  4. then do this!
    Help ScoutHelp Scout
    Create Conversation

    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Billsby triggers, actions, and search

    Customer Updated

    Triggers when customer details are updated.

    Trigger
    Instant
    Try It
  • Billsby triggers, actions, and search

    Subscription Created

    Triggers when a subscription gets created.

    Trigger
    Instant
    Try It
    • SubscriptionUniqueIdRequired

    • TagnameRequired

    Action
    Write
    • CustomerUniqueIdRequired

    • First nameRequired

    • Last NameRequired

    • Address line 1

    • Address line 2

    • EmailRequired

    • State

    • City

    • Country

    • Postcode

    • Phone number country

    • Phone Number Dial Code

    • Phone number

    Action
    Write
billsby logo
billsby logo

About Billsby

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

Related categories

  • Payment Processing
help-scout logo
help-scout logo

About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
Learn moreHelp

Related categories

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories