Talk to us
Tell us what you need and we'll design an agent around it

EN

Log in
PortaBilling logo

Get more done with Tidio and PortaBilling integration

Answer balance, invoice and top up questions from PortaBilling in the chat.

Start for free

No credit card required

Contact sales

Integration availability depends on your Tidio plan.

Compare plans

Category

Finance

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and PortaBilling

Quote the current balance

A customer asking what they owe gets the figure from PortaBilling instead of waiting for an agent to look the account up.

Explain a bill that went up

The last invoice and the charges behind it answer the higher than usual question in the first reply.

Take a top up in chat

A payment link sent in the conversation is applied to the account as soon as it clears.

Spot a suspended service

A blocked account surfaces before the agent starts troubleshooting a handset that was never the problem.

Overview

A telecom support queue is mostly four questions: what do I owe, why is the bill higher, how do I top up, and why is my service blocked. PortaBilling answers all four, and an agent usually has to open it in another tab to find out. Reading it into Tidio lets the chat quote the balance, the last invoice and the next charge, and flag a suspended account before the conversation goes anywhere else. Rating and invoicing stay where they belong.

Key features

  • The balance in the reply The current balance and credit limit, read straight from PortaBilling.
  • Invoice questions answered The last invoice and the charges behind it, without opening a second tab.
  • Top up in the conversation A payment or a voucher applied while the customer is still in the chat.
  • Suspensions flagged early An agent sees a blocked account before promising a fix for it.
PortaBilling logo

PortaBilling

Finance

Tags

  • Workflow Automation

  • Contact Sync

How it works

Connect PortaBilling in minutes

  1. 1

    Connect PortaBilling and Tidio

    Zapier or Make links the two, or the Tidio API and the PortaBilling API do it directly, with a webhook for balance and invoice events.

  2. 2

    Identify the account first

    Look the customer up by phone number or email so the reply is about their account and not a generic answer.

  3. 3

    Write back only what belongs there

    Top ups and conversation notes go to PortaBilling, which keeps the rating, the invoicing and the audit trail.

Discover more integrations

All Integrations
2Checkout logo
2Checkout

Give agents the order and subscription details they need, and reach buyers the moment a payment fails.

Feed the numbers your conversations produce into the plans your finance team builds.

Bring support and demand signals from chat into the plans your business runs on.

Answer billing questions with the BlueSnap payment in view, and reach out when one fails.

Give agents the Braintree transaction behind every billing question, and act on disputes sooner.

Use the conversation as dispute evidence, and reach the customer before a case is decided.

Looking for customer service automation that fits your business?

We build custom API integrations to streamline your most important workflows.

Frequently asked questions

Common questions about the PortaBilling integration

Can the chat take a payment?

It can start one. A top up flow sends the customer a payment link and records the result in PortaBilling, while the card itself is handled by the payment provider you already use. None of your billing rules move into the chat.

Does this work for prepaid and postpaid customers?

Both, because the chat reads whatever PortaBilling holds for the account. Prepaid customers get a balance and a top up, postpaid customers get the invoice and the next charge date, and the flow picks between them by looking at the account type.

Is the PortaBilling integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the PortaBilling integration.