Securely integrate Autopilot with Invoiced
Autopilot is a visually-focused marketing software that provides tools for automating a customer’s journey. These include custom triggers that can be mapped out and automated ahead of time so that you can send the right kind of follow-up communications to the right customers. Autopilot can also automatically capture visitors, segment contacts using pre-established filters, and track the progress that a company is making towards a marketing goal. This allows users to make modifications that increase efficiency in real time.
Invoiced is a cloud-based platform that automates the most time-consuming and tedious billing tasks, such as sending invoices, following up on late payments, and reconciling incoming payments. Through a variety of advanced invoice management and automation features — including subscription billing, recurring bills, payment plans, and a convenient customer portal — Invoiced makes it easier for your clients to pay you, and thereby helps you get paid faster and more reliably with less work and time commitment on your part.
Popular Use Cases
Bring all your Autopilot data to Amazon Redshift
Load your Autopilot data to Google BigQuery
ETL all your Autopilot data to Snowflake
Move your Autopilot data to MySQL
Bring all your Invoiced data to Amazon Redshift
Load your Invoiced data to Google BigQuery
ETL all your Invoiced data to Snowflake
Move your Invoiced data to MySQL
Integrate Autopilot With Invoiced Today
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Autopilot's End Points
Manage your contacts by updating, deleting, or retrieving contact data, including names, emails, phone numbers, the source of the lead and their affiliated company. With this information, you can more easily segment each contact into appropriate groupings that will make your marketing more targeted and effective.
Autopilot Smart Segments
Retrieve a list of existing smart segments, including the names and IDs for those segments. Then, gather data from a single smart segment to see relevant contact information, including how many contacts are grouped into that segment and who the first 100 contacts are. You will also get a bookmark link to the next batch of contacts, should there be more.
Get a list of Autopilot journeys that have API triggers, which includes their names and trigger IDs. Then, use that trigger to automatically add a contact to a journey via the contact’s ID or email address.
Invoiced's End Points
Invoiced Acceleration of the Invoice-to-Cash Cycle
The Invoiced platform speeds up your invoice-to-cash cycle by making it easy for you to receive online payments. Instead of losing positive cash while waiting weeks for your payments to arrive by snail mail, Invoiced brings your business into the modern world of convenient online payment solutions. Through Invoiced's Electronic Invoice Presentation and Payment (EIPP) platform, your clients will have multiple options for paying their bills online quickly and easily.
Invoiced Subscription Billing
Invoiced allows you to put your customers on a regular, subscription billing plan that recurs at the intervals you select. This provides an excellent way to bring more financial security to your business. Normally, trying to manage a subscription billing plan is difficult, but with Invoiced, subscription billing is a standard feature in the platform.
Invoiced Payment Plans
Invoiced includes payment plan tools, so you can bill your clients in installments instead of requiring them to pay everything upfront. This gives you and your clients more payment flexibility so you can still make a sale and provide your goods and services, even if your client is short cash. By letting you customize any kind of payment plan to suit the needs of your clients, incremental payments allow you to work with customers who couldn't normally afford your services.
Invoiced Customer Portal
The Invoiced customer portal serves as an easy-to-use online gateway where your customers can pay their bills, track balances, manage subscriptions, and update their personal information and payment details.