Update customer records when onboarding tasks complete

When an account setup task is marked complete in ActiveCollab, automatically update the customer status in Billsby to mark onboarding as finished.

Try:

See all Billsby + ActiveCollab integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Billsby Explore Billsby →

Triggers

New customer

Fires when a new customer is created in Billsby.

Subscription canceled

Fires when a subscription is canceled in Billsby.

New invoice generated

Fires when a new invoice is generated in Billsby.

Payment failed

Fires when a payment attempt fails in Billsby.

Actions

Create customer

Creates a new customer in Billsby.

Create subscription

Creates a new subscription in Billsby.

Cancel subscription

Cancels an existing subscription in Billsby.

Update customer

Updates a customer's billing details in Billsby.

ActiveCollab Explore ActiveCollab →

Triggers

New task created

Fires when a new task or card is created in ActiveCollab.

Task completed

Fires when a task in ActiveCollab is marked complete.

Due date approaching

Fires when a task's due date in ActiveCollab is coming up.

Comment added

Fires when a comment is added to a task in ActiveCollab.

Actions

Create task

Creates a new task in ActiveCollab.

Update task

Updates a task's status or assignee in ActiveCollab.

Add comment

Posts a comment on a task in ActiveCollab.

Move task

Moves a task in ActiveCollab to a different board or list.

Create onboarding task lists for new customers When a new customer signs up in Billsby, automatically create an onboarding task in ActiveCollab so team members can kick off setup. See details

Alert team members on payment failures When a payment fails in Billsby, automatically add an urgent comment to the customer's account task in ActiveCollab for account management intervention. See details

See all Billsby + ActiveCollab integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Update customer records when onboarding tasks complete” between Billsby and ActiveCollab?

Yes — describe it in the box above and Knit's Integrations Agent researches Billsby and ActiveCollab's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How can ActiveCollab and Billsby streamline client onboarding?

When a new subscription or customer is created in Billsby, ActiveCollab can automatically create task lists to kick off technical setup and client onboarding.

Can payment issues in Billsby flag team members in ActiveCollab?

Yes, if a payment fails in Billsby, an urgent comment or task update can automatically be added in ActiveCollab so account managers can follow up immediately.