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Billsby + Pipedrive

Generate Pipedrive deals with new subscriptions in Billsby

Once a customer checks out a subscription, you'll want to track them through the customer lifecycle so you can support them at the right stages. This automation will create a deal in Pipedrive when a new subscription is created in Billsby, giving you a visual aid for how many customers are in each stage of the visual lifecycle.

Once a customer checks out a subscription, you'll want to track them through the customer lifecycle so you can support them at the right stages. This automation will create a deal in Pipedrive when a new subscription is created in Billsby, giving you a visual aid for how many customers are in each stage of the visual lifecycle.

  1. When this happens...
    BillsbyBillsby
    Subscription Created

    Triggers when a subscription gets created.

    TriggerInstant
  2. automatically do this...
    BillsbyBillsby
    Find Customer

    Finds the details of a customer when given their Customer ID

    ActionSearch
  3. then do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

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

    Customer Created

    Triggers when a new customer is created.

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

    Payment Successful

    Triggers when a successful payment is taken.

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

    Subscription Updated

    Triggers when a subscription is updated.

    Trigger
    Instant
    Try It
    • Currency codeRequired

    • AmountRequired

    • DescriptionRequired

    • CustomerUniqueIdRequired

    Action
    Write
  • 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
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

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