Integrate Capsule CRM with Zoho Billing

Send information between Capsule CRM and Zoho Billing automatically, without writing any code, using Zoho Flow.

Build your own integrations between Capsule CRM and Zoho Billing

Connect Capsule CRM and Zoho Billing with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Capsule CRM and Zoho Billing using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

Subscription activated

Triggers when a new subscription is activated

Subscription canceled

Triggers when a subscription is canceled

Payment successful

Triggers when a payment is processed successfully

Card added

Triggers when a new card is added

Subscription paused

Triggers when a subscription is paused

Subscription expired

Triggers when a subscription expires

Subscription to be renewed

Triggers 5 days before a subscription is to be renewed

Payment failed

Triggers when there is an error in processing a payment

Subscription updated

Triggers when the details of an existing subscription are updated

Payment method updated

Triggers when the details of an existing payment method are updated

Subscription downgraded

Triggers when a subscription is downgraded

Subscription expiry date updated

Triggers when the expiry date of a subscription is updated

Payment method removed

Triggers when an existing payment method is removed

Invoice created

Triggers when a new invoice is created

Subscription marked as unpaid

Triggers when a subscription is marked as unpaid

Subscription created

Triggers when a new subscription is created

Product created

Triggers when a new product is created

Subscription reactivated

Triggers when a subscription is reactivated

Payment method added

Triggers when a new payment method is added

Subscription billing date updated

Triggers when the billing date of a subscription is updated

Invoice updated

Triggers when any detail of an existing invoice is updated

Payment refunded

Triggers when a payment is refunded to a customer

Subscription deleted

Triggers when a subscription is deleted

Subscription resumed

Triggers when a subscription is resumed

Subscription renewed

Triggers when a subscription is renewed

Subscription upgraded

Triggers when a subscription is upgraded

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Find person

Finds the details of the specified person by ID

Create invoice

Creates a new invoice

Send customer statement

Sends an existing customer statement to the specified email addresses

Create customer

Creates a new customer

Request payment method

Sends an email to the specified customer requesting payment details for subscription payment

Cancel subscription

Cancels the specified subscription

Create coupon

Creates a new coupon

Update next billing date

Updates the next billing date of an existing subscription

Associate coupon

Associates a coupon with the selected subscription

Record customer payment

Records a payment for an existing customer invoice

Enable portal access

Enables portal access for the specified customer

Create subscription

Creates a new subscription

Update subscription

Updates the details of an existing subscription

Update coupon status

Updates the status of the specified coupon

Update customer

Updates the details of an existing customer

Update coupon

Updates the details of an existing coupon

Resume subscription

Resumes the specified subscription

Fetch customer

Fetches the details of an existing customer

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch scheduled changes

Fetches the scheduled changes of an existing subscription

Pause subscription

Pauses the specified subscription

Fetch subscription

Fetches the details of an existing subscription

Extend subscription

Extends the specified subscription

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is Zoho Billing?

Zoho Billing helps businesses automate recurring billing and manage subscriptions. Handle customer lifecycles from sign-ups to payments, run promotional campaigns, tackle churn, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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