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Billsby - Create PDF, Word, Excel Documents
Billsby connects with Documentero to turn your billing and subscription data into ready-to-use documents. Whenever a new invoice, subscription, or customer update happens in Billsby, Documentero can generate professional PDFs, Word files, or spreadsheets based on your templates. This helps you keep accurate records, send branded documents to customers, and maintain consistent reporting without manual effort.
Billsby
Documentero
Triggers
Watch Customers — Triggers every time a new customer is created.
Watch Credit Notes — Triggers every time a credit note is created.
Watch Updated Credit Notes — Triggers when the payment status of a credit note is updated.
Watch Deleted Customers — Triggers every time a customer is deleted from your account.
Watch Invoices — Triggers every time an invoice is created.
Watch Subscriptions — Triggers every time a subscription is created.
Watch Updated Invoices — Triggers when the payment status of an invoice is updated.
Watch Updated Customers — Triggers every time any of the customers' details have changed.
Watch Updated Subscriptions — Triggers when a subscription has a plan or cycle change, or the status of subscription is changed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Billsby using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Billsby using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Billsby data using Documentero templates
Create personalized Word welcome letters for new Billsby customers
Export updated subscription details from Billsby into Excel with Documentero
Generate branded credit note documents from Billsby credit notes
Create customer profile documents whenever Billsby customer details change
Produce monthly billing reports by connecting Billsby events with Documentero spreadsheets
Automatically generate cancellation confirmation letters when a Billsby subscription is ended
Create archived PDF records for deleted Billsby customers with Documentero
Export Billsby invoice updates into detailed Excel tracking sheets
Generate branded renewal notices in Word format when a Billsby subscription renews
How you can use Billsby + Documentero
Invoice PDFs
Automatically create branded PDF invoices in Documentero whenever a new invoice is generated in Billsby.
Customer Welcome Pack
Generate a personalized Word document with account details when a new customer is added in Billsby.
Credit Note Records
Produce a standardized PDF credit note whenever a new credit note is created in Billsby.
Subscription Change Report
Build an Excel report in Documentero whenever a subscription is updated in Billsby.
Deleted Customer Archive
Generate a final record document whenever a customer is deleted from Billsby.
Setup Guides
Zapier Tutorial: Integrate Billsby with Documentero
- Create a new Zap in Zapier.
- Add Billsby to the zap and choose one of the triggers (Watch Customers, Watch Credit Notes, Watch Updated Credit Notes). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Billsby trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Billsby with Documentero
- Create a new scenario in Make.
- Add Billsby to the scenario and choose one of the triggers (Watch Customers, Watch Credit Notes, Watch Updated Credit Notes). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Billsby trigger.
- Run or schedule your scenario and verify the output.
