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.

When this happens...
Subscription UpdatedTriggers when a subscription is updated.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find CustomerFinds the details of a customer when given their Customer ID
ActionSearch
then do this!
Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
ActionWrite

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Discover other triggers and actions you can use with Billsby, Filter by Zapier, and more

Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Payment Successful
Triggers when a successful payment is taken.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated.
Trigger
Instant
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- 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
- Only continue if...
  Required
Action
Filter

- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Subject
  Required
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Status
  Required
- Assigned User
- Tag
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Write
- Conversation
  Required
- Customer
  Required
- Text
  Required
- User
- Create as Draft
  Required
Action
Write
- Subject
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
Action
Search
- Name
  Required
Action
Search
- User's Email
  Required
- Date Range Start
  Required
- Date Range End
  Required
Action
Search
- User's Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Search or write

Customer Updated
Triggers when customer details are updated.
Trigger
Instant
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Subscription Created
Triggers when a subscription gets created.
Trigger
Instant
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- 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
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
Trigger
Polling
Try It
- Conversation ID
  Required
- Text
  Required
- User
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Write
- Customer
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
Action
Search
- User's Email
  Required
Action
Search
- Subject
  Required
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Assigned User
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Search or write

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 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 moreLearn moreHelpHelp

Related categories

Customer Support

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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.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

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