Integrations / Payment Processing
Connect Billsby to WhatsApp: customers and subscriptions by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Billsby once, then ask Flann to look things up in it or get work done in it, by text or voice note. Once Billsby is linked, Flann can look up any invoice, payment or account the moment you ask. Edits are different.
10 actions in Billsby. 8 only look things up, and 2 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Billsby
Send any of these on WhatsApp, in your own words. Flann finds the right Billsby action and fills in the details from the conversation.
“Show me my products in Billsby.”
“Look up the customer in Billsby.”
“Show me my product plans in Billsby.”
“Create a customer in Billsby.”
What Flann can work with in Billsby
Billsby gives Flann 10 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | createlook upupdate | 4 |
| Subscriptions | look up | 2 |
There are three ways to get customers work done in Billsby. Side by side:
| Compare | In Billsby yourselfYou click through each job | A rules toolRuns the steps you wired up | Flann on BillsbyYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about customers | Filters and searches you run yourself | Only the look-ups someone built | 8 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 2 changes, made from a message |
| Billsby records | All of them, one screen at a time | Only the ones you wire up | 5 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Billsby API key, once |
YesPartlyNo
Step by step: Billsby jobs you can hand to Flann
Each step below names the Billsby action Flann actually runs.
Create a customer from a voice note
- You message Flann on WhatsApp: “Create a customer in Billsby with these details.”
- Flann runs
List Customersin Billsby and shows you what it found. - Flann runs
Create Customerin Billsby. - Flann creates it in Billsby and confirms in the chat.
Get answers about your subscriptions
- You message Flann on WhatsApp: “What is the latest on our subscriptions in Billsby?”
- Flann runs
List SubscriptionsandGet Subscriptionin Billsby and shows you what it found. - Nothing in Billsby is changed: these are look-ups, so they run straight away.
Check your products from WhatsApp
- You message Flann on WhatsApp: “Show me where our products in Billsby stand.”
- Flann runs
List Productsin Billsby and shows you what it found. - Nothing in Billsby is changed: these are look-ups, so they run straight away.
Repetitive Billsby work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Receipts without the shoebox
Today
Paper receipts collect in the car, the wallet and the till drawer. At quarter end you key each one into Billsby from a crumpled pile.
With Flann
“Here is the fuel receipt from this morning, put it against the Ahmed job.”
Send a photo and Flann reads the supplier, date, amount and tax straight off it. It then prepares the expense in Billsby, coded to the job you named, with the image attached so your accountant can see the original.
What you stop doing: Quarter end no longer starts with a pile of faded paper.
Refunds handled properly
Today
When a customer asks for money back, you search Billsby for the original payment, check what was bought and work out how much is due. Then you still have to reply.
With Flann
“Refund the deposit Omar paid last week, he cancelled in time.”
Locating Omar’s payment in Billsby, Flann confirms the amount and prepares the refund against the original charge. It also drafts a short message telling Omar when to expect the money.
What you stop doing: Refunds stop turning into a small investigation.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Billsby
- Open Connectors in Flann and choose Billsby.
- Paste your Billsby API key into the secure form Flann opens. You will find the key in your Billsby account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Billsby action and fills in the details.
Look-ups run as soon as you ask and change nothing in Billsby. You can disconnect Billsby from Connectors at any time.
Ways to use Billsby with Flann
Find the slow payers
Ask which customers pay late. Flann reads the history in Billsby and gives you the short list, so you decide who gets a nudge.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Billsby and shows it to you before saving.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Billsby, before you answer.
Everything Flann can do in Billsby
The full list of Billsby actions available to Flann once you connect it.
Looks up 8
- Get Customer
- Get Subscription
- Get Subscription Shipping Address
- List Customer Subscriptions
- List Customers
- List Product Plans
- List Products
- List Subscriptions
Changes 2
- Create Customer
- Update Customer
More Payment Processing apps Flann works with
Stripe
SquareCommon questions
What can Flann do with customers in Billsby?
Flann can create, look up and update customers in Billsby, using 4 actions (Create Customer, Get Customer, List Customers, Update Customer). Looking up runs straight away and changes nothing. The other actions create or change customers in Billsby.
What can Flann do with subscriptions in Billsby?
Flann can look up subscriptions in Billsby, using 2 actions (Get Subscription, List Subscriptions). All of them only look things up, so they run straight away.
How does Flann connect to Billsby?
Open Connectors in Flann, choose Billsby and paste your Billsby API key into a secure form. You will find the key in your Billsby account settings. Once it is connected, Flann can use 10 actions in Billsby.
Can I use Billsby from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Billsby for you. You do not need to open Billsby.
Does connecting Billsby cost extra?
No. Billsby is included in every Flann plan, along with every other app Flann connects to.