Integrate Billsby with Microsoft Planner
Send information between Billsby and Microsoft Planner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Billsby and Microsoft Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when new invoice is created
Customer created
Triggers when new customer is created
Invoice updated
Triggers when the details of an existing invoice are updated
Subscription updated
Triggers when the details of an existing subscription are updated
Subscription created
Triggers when new subscription is created
Customer updated
Triggers when the details of an existing customer are updated
Credit note created
Triggers when new credit note is created
New plan
Triggers when a new plan is created
New task
Triggers when a new task is created
Task completed
Triggers when an existing task is completed
New bucket
Triggers when a new plan bucket is created
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create customer
Creates a new customer
Create plan
Creates a new plan
Update product
Updates details of an existing product
Fetch product
Fetches the details of an existing product using product ID
Fetch customer
Fetches the details of an existing customer
Fetch invoice
Fetches the details of an existing using invoice number
Create task
Creates a new task in the specified plan bucket
Add user to group
Adds a user to an existing group
Create bucket
Creates a new bucket in the plan
Fetch groups
Fetches the details of an existing group by display name or group ID
Fetch bucket
Fetches the details of an existing bucket
Fetch user
Fetches the details of an existing user
What is Billsby?
Billsby is a subscription billing software application that provides easy and accurate recurring billing, invoicing, advanced reports, and more.
What is Microsoft Planner?
Microsoft Planner is a planning application that helps you create plans, manage tasks, analyse the performance of your team and more.
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >