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
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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 updated
Triggers when the details of an existing subscription are updated
Subscription reactivated
Triggers when a subscription is reactivated
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Invoice created
Triggers when a new invoice is created
Subscription activated
Triggers when a new subscription is activated
Subscription created
Triggers when a new subscription is created
Subscription downgraded
Triggers when a subscription is downgraded
Payment method updated
Triggers when the details of an existing payment method are updated
Payment method removed
Triggers when an existing payment method is removed
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Subscription expired
Triggers when a subscription expires
Payment method added
Triggers when a new payment method is added
Payment failed
Triggers when there is an error in processing a payment
Payment successful
Triggers when a payment is processed successfully
Subscription canceled
Triggers when a subscription is canceled
Subscription paused
Triggers when a subscription is paused
Card added
Triggers when a new card is added
Subscription renewed
Triggers when a subscription is renewed
Subscription resumed
Triggers when a subscription is resumed
Product created
Triggers when a new product is created
Subscription upgraded
Triggers when a subscription is upgraded
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Subscription deleted
Triggers when a subscription is deleted
Payment refunded
Triggers when a payment is refunded to a customer
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
Update next billing date
Updates the next billing date of an existing subscription
Create coupon
Creates a new coupon
Create customer
Creates a new customer
Send customer statement
Sends an existing customer statement to the specified email addresses
Cancel subscription
Cancels the specified subscription
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Enable portal access
Enables portal access for the specified customer
Record customer payment
Records a payment for an existing customer invoice
Create invoice
Creates a new invoice
Create subscription
Creates a new subscription
Associate coupon
Associates a coupon with the selected subscription
Update subscription
Updates the details of an existing subscription
Update customer
Updates the details of an existing customer
Update coupon status
Updates the status of the specified coupon
Update coupon
Updates the details of an existing coupon
Pause subscription
Pauses the specified subscription
Fetch subscription
Fetches the details of an existing subscription
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch customer
Fetches the details of an existing customer
Resume subscription
Resumes the specified subscription
Extend subscription
Extends the specified subscription
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.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
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
