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Welcome to our Billwerk+ Optimize Help Center

Introducing Billwerk+ Connect: Your Gateway to Custom Automation

Overview 

Billwerk+ Connect is the powerful automation platform within Billwerk+ that enables you to streamline workflows, integrate with third-party tools, and build advanced custom automation. As an OEM version of Make.com, Billwerk+ Connect gives you access to over 1,000 apps, including many of your favorite tools such as Google Workspace, Slack, Microsoft Teams, Salesforce, HubSpot, and Mailchimp.

With a dedicated Billwerk+ Optimize plugin that includes over 100 API endpoints and webhooks, Billwerk+ Connect provides you with a robust set of tools to design workflows tailored to your specific needs.

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Key Features of Billwerk+ Connect 

1. Access to Over 1,000 Apps 

Billwerk+ Connect connects seamlessly with an extensive library of apps, allowing you to create complex workflows that integrate your favorite tools. Popular apps include:

· Google Workspace: Automate workflows involving Google Sheets, Gmail, and Google Calendar.

· Slack: Integrate Slack to trigger notifications and keep your team informed.

· Microsoft Teams: Enhance communication by automating updates and alerts.

· Salesforce: Sync customer and subscription data automatically with your CRM.

· HubSpot: Automate marketing and customer management workflows.

· Mailchimp: Create workflows to send emails or update lists based on subscription actions.

· Dropbox: Automatically upload, store, or retrieve subscription-related files.

With over 1,000 supported apps, Billwerk+ Connect allows you to create workflows that span virtually every part of your business.

2. Billwerk+ Optimize Plugin 

The Billwerk+ Optimize plugin is designed specifically for Billwerk+ users, offering more than 100 API endpoints and webhooks to help you:

· Build Custom Automations: Tailor workflows for subscription management, billing, and customer updates.

· Trigger Real-Time Actions: React automatically to subscription changes, payments, or other key events.

· Integrate Seamlessly: Create workflows that sync Billwerk+ with other tools effortlessly.

3. Pre-Built Templates 

Leverage templates from the Billwerk+ Marketplace for quick and easy setup. These templates let you activate workflows in just a few clicks:

· No Coding Required: Templates are pre-configured and ready to use.

· Customizable: Modify templates as needed to suit your specific processes.

What Can You Do with Billwerk+ Connect? 

Automate Routine Tasks 

Save time by automating repetitive actions:

· Automatically create and send invoices when a subscription is renewed.

· Notify your sales team in Slack when a new customer signs up.

Build Connected Workflows 

Integrate Billwerk+ with your most-used tools to create unified workflows:

· Sync customer subscription data with your CRM, such as HubSpot or Salesforce.

· Use Google Sheets to maintain real-time records of subscription activity.

Enhance Customer Experience 

Deliver a smoother experience for your customers with automated processes:

· Trigger follow-up emails in Mailchimp after a customer changes their subscription.

· Send renewal reminders to customers using Microsoft Teams or Gmail.

How to Access Billwerk+ Connect 

Step 1: Sign In to Your Billwerk+ Account 

Log in to your Billwerk+ admin dashboard.

Step 2: Navigate to Billwerk+ Connect 

In the sidebar, click on Configurations > Integrations and tools > Billwerk+ Connect, and you’ll be redirected to the Billwerk+ Connect environment.

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Step 3: Explore and Build 

Once in the Billwerk+ Connect environment, you can:

  • Browse the 1,000+ available apps and different ready-made templates.

  • Use the Billwerk+ Optimize plugin to build custom workflows tailored to your business.

  • Configure pre-built templates for quick and effective automation.

Documentation and Resources 

For additional guidance, explore the official Make.com documentation: Make.com Help Center     

This documentation provides an in-depth look at how the platform works, enabling you to take full advantage of Billwerk+ Connect’s capabilities.

Why Use Billwerk+ Connect? 

  1. Extensive Integration Options: Connect Billwerk+ with over 1,000 apps, including popular tools like Google Workspace, Slack, Salesforce, and more.

  2. Custom Workflows: Design personalized automations to suit your unique business processes.

  3. Ease of Use: With a visual drag-and-drop interface, even non-technical users can build powerful workflows.

  4. Save Time and Resources: Automate repetitive tasks, freeing up your team to focus on growth.

  5. Scalability: As your business grows, your workflows can adapt to handle more complexity.

Conclusion 

Billwerk+ Connect is the ultimate solution for businesses looking to automate their workflows and integrate their favorite tools. Whether you want to create custom workflows with the Billwerk+ Optimize plugin or leverage ready-made templates, this platform is designed to help you save time, improve efficiency, and deliver better results for your subscription business.

Start exploring Billwerk+ Connect today and unlock the power of automation with over 1,000 apps and tools at your fingertips!