Baremetrics integration
Analytics and metrics platform for subscription businesses. Create customers, plans, and subscriptions to track your revenue and customer data. Use Baremetrics from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 4 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Baremetrics
Create Plan - AndCreate Customer
Zoft + Baremetrics
What Zoft can do with Baremetrics.
- 01Voice agentsA phone agent can use Baremetrics actions such as Create Plan and Create Customer during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Baremetrics while it talks to the customer.
- 03WorkflowsUse Baremetrics as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Baremetrics actions on its own, and ask for your approval before it sends or changes anything important.
Actions 4
Things Zoft can do in Baremetrics.
- Create PlanCreates a new plan for use when creating or updating subscriptions
- Create CustomerCreates a new customer record
- Update CustomerUpdates the basic information stored on a customer
- Create SubscriptionCreates a new subscription for a customer on a plan
Setup
Connect Baremetrics in three steps.
- 01ConnectChoose Baremetrics in Connections and approve access in the Baremetrics sign-in window. Zoft never sees your password.
- 02Put it to workAdd Baremetrics as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
More commerce integrations.
See all in Commerce
FAQ
Baremetrics on Zoft, answered.
What can Zoft do with Baremetrics?
Zoft supports 4 actions for Baremetrics. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Baremetrics to Zoft?
Choose Baremetrics in Connections and approve access in the Baremetrics sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Baremetrics?
Yes. Once Baremetrics is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Baremetrics without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.