--- title: "Frisbii Connect: Your Gateway to Custom Automation" slug: "frisbii-connect" updated: 2026-03-31T15:52:41Z published: 2026-03-31T15:52:41Z canonical: "help.frisbii.com/frisbii-connect" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Frisbii Connect: Your Gateway to Custom Automation **Plans supporting this feature:** Payment Gateway Growth Scale ## What is Frisbii Connect? Frisbii Connect is the automation platform built into Frisbii. It is an OEM version of [Make.com](http://Make.com) and gives you access to over 1,000 apps — including Google Workspace, Slack, Microsoft Teams, Salesforce, HubSpot, Mailchimp, and Dropbox — without needing a separate [Make.com](http://Make.com) account. --- ### Key Features **1,000+ App Integrations** Connect Frisbii with a broad library of tools to build multi-step workflows using a visual drag-and-drop interface - no coding required. **Frisbii Billing Plugin** A dedicated plugin with 100+ API endpoints and webhooks built specifically for Frisbii. Use it to trigger real-time actions on subscription changes, payments, and customer updates, or to sync Frisbii data with external tools. **Pre-Built Templates** Frisbii Connect offers ready-made templates you can activate in a few clicks and customize to fit your processes. --- ### What You Can Do Frisbii Connect covers a wide range of automation needs. Among other things, you can: - **Sync CRM data**: Keep customer and subscription data up to date in HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshworks, or Monday - **Automate accounting**: Push invoices and customer records to Xero, Lexoffice, Zoho Invoice, or similar tools - **Run marketing automations**: Add new subscribers to Mailchimp, MailerLite, Klaviyo, or ActiveCampaign campaigns automatically - **Analyze subscription metrics**: Sync plans, customers, and invoices to ChartMogul to track MRR, churn, and customer lifetime value - **Stay tax-compliant**: Automatically update VAT information via VATSense - **Export data**: Generate CSV exports of customers, invoices, coupons, discounts, plans, and more, delivered by email - **Migrate platforms**: Import customer, subscription, and payment data from Stripe or Chargebee into Frisbii For a full list of available templates, see [Templates provided by Frisbii](/frisbii/docs/introducing-billwerk-connect-your-gateway-to-custom-automation#templates-provided-by-frisbii) below. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-XJMEYC0C.png) --- ## How to Access Frisbii Connect > [!NOTE] > Note > > Please be aware that Frisbii Connect can only be used in Frisbii Admin production environment. 1. **Sign In to Your Frisbii Account** 2. **Navigate to Frisbii Connect** In the sidebar, click on **Configurations > Integrations and tools > Frisbii Connect**, and you’ll be redirected to the Frisbii Connect environment. For platform documentation, visit the [Make.com](http://Make.com) [Help Center](https://www.make.com/en/help). ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image(184).png) --- ## Templates provided by Frisbii Below you’ll find an overview of all templates we provide. They help you build automations more quickly. Each automation can be configured to run automatically based on events or schedules. --- ### CRM Integrations #### Sync Frisbii Subscriptions and Customers to HubSpot This automation synchronizes customer and subscription data from Frisbii with HubSpot. When new customers subscribe in Frisbii, their information is automatically created or updated in HubSpot, ensuring that sales and customer success teams always have access to the latest subscription data. **Typical use cases** - Track subscription customers in your CRM - Align sales and subscription data - Enable better customer lifecycle management ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h54_37.png) #### Sync Frisbii Subscriptions and Customers to Salesforce This automation synchronizes subscription and customer information from Frisbii to Salesforce. Sales teams can view active subscriptions and customer information directly inside Salesforce, improving visibility into customer relationships. **Typical use cases** - Manage subscription customers in Salesforce - Support account-based sales workflows - Provide customer success teams with subscription insights ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h53_48.png) #### Sync Frisbii Subscriptions and Customers to Zoho CRM This automation transfers customer and subscription data from Frisbii to Zoho CRM. By keeping both platforms synchronized, your sales and support teams can easily track subscription activity. **Typical use cases** - Keep CRM records updated automatically - Monitor subscription status in Zoho CRM - Improve customer tracking and reporting ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_40.png) #### Sync Frisbii Subscriptions and Customers to Pipedrive This automation synchronizes customer and subscription information with Pipedrive. It ensures that all relevant subscription details are available directly inside your CRM pipeline. **Typical use cases** - Manage subscription customers in sales pipelines - Improve customer insights for account managers ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h54_56.png) #### Sync Frisbii Subscriptions and Customers to Freshworks CRM This automation sends subscription and customer data from Frisbii to Freshworks CRM. It helps teams maintain accurate customer records and track subscription activity. **Typical use cases** - Customer lifecycle management - Sales and support visibility ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_58.png) #### Sync Frisbii Subscriptions and Customers to Monday This automation syncs Frisbii customer and subscription data with Monday boards. Teams can visualize subscription information directly inside their project or workflow boards. **Typical use cases** - Track subscription customers in project workflows - Share customer insights across teams ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_34.png) #### Sync Frisbii Invoices and Customers to Teamleader This automation synchronizes invoices and customer information with Teamleader. This ensures both systems maintain consistent financial and customer data. **Typical use cases** - Align CRM and financial data - Improve financial visibility ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h56_05.png) --- ### Accounting & Finance Integrations #### Sync Frisbii Invoices and Customers to Xero This automation sends invoices and customer data from Frisbii to Xero. Finance teams can manage subscription billing data directly inside their accounting system. **Typical use cases** - Automate invoice processing - Reduce manual accounting tasks ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_02.png) #### Sync Frisbii Invoices and Customers to Lexoffice This automation transfers invoice and customer data from Frisbii to Lexoffice. It ensures that billing information is automatically available for accounting workflows. **Typical use cases** - Simplify financial operations - Keep accounting records updated ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h54_09.png) #### Sync Frisbii Invoices and Customers to Dinero This automation synchronizes invoices and customer data from Frisbii with Dinero. Finance teams can easily track revenue and billing activity. **Typical use cases** - Improve accounting automation - Maintain accurate financial records ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h54_15.png) #### Sync Frisbii Invoices and Customers to Zoho Invoice This automation sends billing information from Frisbii to Zoho Invoice. Invoices generated in Frisbii are automatically available in Zoho Invoice for financial processing. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h56_17.png) #### Sync Frisbii Invoices and Customers to Zoho Inventory This automation synchronizes invoices and customer records with Zoho Inventory. This allows businesses to manage billing and inventory information more efficiently. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h56_11.png) --- ### Marketing Automations #### Sync Frisbii Subscription Customer Emails to Mailchimp This automation adds subscription customers from Frisbii to Mailchimp mailing lists. Marketing teams can automatically include new customers in campaigns and onboarding flows. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h54_43.png) #### Sync Frisbii Subscription Customer Emails to MailerLite This automation synchronizes customer email addresses with MailerLite. New subscribers can immediately be added to marketing automation workflows. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h54_50.png) #### Sync Frisbii Subscription Customer Emails to Klaviyo This automation sends customer email addresses from Frisbii to Klaviyo. It enables marketing teams to trigger automated email campaigns based on subscription events. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-5I7CAFD4.png) #### Sync Frisbii Subscription Customer Emails to ActiveCampaign This automation connects Frisbii with ActiveCampaign to synchronize subscriber emails. Customers can automatically enter email marketing journeys. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-BS9D65KS.png) --- ### Analytics #### Sync Frisbii Plans, Customers and Invoices to ChartMogul This automation synchronizes subscription data with ChartMogul. Businesses can automatically analyze subscription metrics such as: - Monthly recurring revenue (MRR) - Churn rate - Customer lifetime value ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h56_22.png) --- ### Tax Automation #### Automatic Frisbii VAT Updates with VATSense This automation connects Frisbii with VATSense to automatically update VAT information. It helps ensure that tax calculations remain accurate and compliant with current regulations. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h54_30.png) --- ### Data Export Automations #### Export Frisbii Customers to CSV and Send via Email This automation exports customer data from Frisbii as a CSV file and sends it via email. It enables teams to easily access customer data for reporting or external systems. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_07.png) #### Export Frisbii Invoices to CSV and Send via Outlook This automation exports invoice data and automatically sends the file via Outlook. Finance teams can use these exports for reporting or analysis. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h54_22.png) #### Export Frisbii Coupons to CSV and Send via Email This automation exports coupon information from Frisbii as a CSV file. Marketing teams can analyze coupon usage and promotional campaigns. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h56_32.png) #### Export Frisbii Discounts to CSV and Send via Email This automation exports discount data to a CSV file for reporting and analysis. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h56_27.png) #### Export Frisbii Payment Methods to CSV and Send via Email This automation exports payment method data from Frisbii to a CSV file. It can be used to analyze payment preferences across customers. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_20.png) #### Export Frisbii Plans to CSV and Send via Email This automation exports subscription plans from Frisbii for reporting or documentation. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_27.png) #### Export Frisbii Add-ons to CSV and Send via Email This automation exports add-on products and additional subscription options from Frisbii. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_13.png) --- ### Platform Migration Automations #### Migrate Customers, Subscriptions and Plans from Stripe to Frisbii This automation supports the migration of subscription businesses from Stripe to Frisbii. Customer records, plans, and subscription data can be transferred into the Frisbii platform. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_53.png) #### Migrate Customers, Subscriptions and Plans from Chargebee to Frisbii This automation allows businesses to migrate their subscription setup from Chargebee to Frisbii. Customer and subscription data can be transferred with minimal disruption. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2026-03-12_15h55_47.png) #### Step 1 – Import Customers, Subscriptions and Payment Methods in Frisbii This automation prepares customer, subscription, and payment data for migration into Frisbii. It ensures that the data structure is compatible before the final import. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-3BFJJ4R9.png) #### Step 2 – Import Customers, Subscriptions and Payment Methods in Frisbii This automation completes the migration process by importing prepared customer and subscription data into Frisbii. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-XX55NZR4.png)