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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from Intelligent Billing.

Add your action

An action happens after the trigger—such as "Add Blocked Off Time" in Sign In Scheduling.

You’re connected!

Zapier seamlessly connects Intelligent Billing and Sign In Scheduling, automating your workflow.

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.

New Customer
Triggers when a new customer is created in the Billing System.
Trigger
Polling
Try It
New Product
Triggers when a new product is created in the Billing System.
Trigger
Polling
Try It
- Account Number
  Required
- Parent
- Customer Name
  Required
- VAT ID
  Required
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Country
  Required
- PostCode
- Rate Scheme
- Currency
- Email
- Invoice Group
  Required
- Invoice Day
- External Ref Name
Action
Write
- Product Code
  Required
- Description
- ProductGroup
  Required
- Period
- Product Type
- Default Buy Price
- Default Sell Price
- Months In Advance
Action
Write
- Account Number
- Telephone Number
- Rate Scheme
- Date
Action
Write

- Account Number
  Required
Action
Search
- ProductCode
  Required
Action
Search

- Organisation
  Required
Trigger
Polling
Try It
- Organisation
  Required
Trigger
Polling
Try It
- Organisation
  Required
Trigger
Polling
Try It
- Organisation
  Required
Trigger
Polling
Try It
- Organisation
  Required
- Customer Name
  Required
- Customer Email Address
- Customer Phone Number
- Customer Phone Number - Country Code
Action
Write

New Customer Product
Triggers when a new customer product is created in the Billing System
Trigger
Polling
Try It
New Rate
Triggers when a new rate is created in the billing system.
Trigger
Polling
Try It
- Product Code
  Required
- Account Number
  Required
- Telephone
- Effective Date
  Required
- Units
- Show On Invoice
- Apply Rate Override
- Description Override
- Rate Override
- Currency
- Cost Override
Action
Write
- Rate Scheme
  Required
- Destination Area
  Required
- Destination Country
  Required
- Call Type
  Required
- Service Class
  Required
- Time Band
  Required
- Price Per Minute
  Required
- Price Per Call
  Required
- Minimum
  Required
- Markup
  Required
- Effective Date
Action
Write
- Account Number
  Required
- Parent
- Customer Name
- VATID
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Country
- PostCode
- Rate Scheme
- Currency
- Customer Manager
- Email
- Invoice Day
- Invoice Group
Action
Write
- Account Number
  Required
- Product Code
Action
Search
- Account Number
- Telephone Number
- Rate Scheme
- Date
Action
Search
- Organisation
  Required
Trigger
Polling
Try It
- Organisation
  Required
- Time Before/After Appointment
Trigger
Polling
Try It
- Organisation
  Required
Trigger
Polling
Try It
- Organisation
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Title
- Staff Id
Action
Write

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Connect Intelligent Billing and Sign In Scheduling to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Intelligent Billing to Sign In Scheduling integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Intelligent Billing

Intelligent Billing delivers fast and accurate global billing

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Related categories

Accounting

About Sign In Scheduling

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