Integrate Formstack Documents with Zoho Billing
Send information between Formstack Documents and Zoho Billing automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Formstack Documents and Zoho Billing using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Merged Document
Triggers when a merged or populated document is created
Subscription renewed
Triggers when a subscription is renewed
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Payment method removed
Triggers when an existing payment method is removed
Subscription canceled
Triggers when a subscription is canceled
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Subscription reactivated
Triggers when a subscription is reactivated
Payment failed
Triggers when there is an error in processing a payment
Subscription expired
Triggers when a subscription expires
Payment successful
Triggers when a payment is processed successfully
Estimate updated
Triggers when the details of an existing estimate are updated
Subscription paused
Triggers when a subscription is paused
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
Card added
Triggers when a new card is added
Invoice created
Triggers when a new invoice is created
Payment refunded
Triggers when a payment is refunded to a customer
Subscription upgraded
Triggers when a subscription is upgraded
Estimate created
Triggers when a new estimate is created
Subscription updated
Triggers when the details of an existing subscription are updated
Subscription downgraded
Triggers when a subscription is downgraded
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Product created
Triggers when a new product is created
Subscription activated
Triggers when a new subscription is activated
Subscription resumed
Triggers when a subscription is resumed
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription created
Triggers when a new subscription is created
Subscription deleted
Triggers when a subscription is deleted
All Actions - Actions are the automated tasks
Create Data Route Merge
Creates a data route merge by sending data to your data route URL
Create Document Merge
Creates a document merge by sending data to merge URL
Cancel subscription
Cancels the specified subscription
Enable portal access
Enables portal access for the specified customer
Create item
Creates a new item
Associate coupon
Associates a coupon with the selected subscription
Record customer payment
Records a payment for an existing customer invoice
Create subscription
Creates a new subscription
Update estimate status
Updates the status of an existing estimate
Send customer statement
Sends an existing customer statement to the specified email addresses
Create subscription estimate
Creates a new subscription estimate
Update next billing date
Updates the next billing date of an existing subscription
Send estimate
Sends an existing estimate to the specified recipients
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Create customer
Creates a new customer
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Create coupon
Creates a new coupon
Update subscription
Updates the details of an existing subscription
Update coupon status
Updates the status of the specified coupon
Update estimate
Updates the details of an existing estimate
Update item
Updates the details of an existing item
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 scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
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 customer
Fetches the details of an existing customer
Extend subscription
Extends the specified subscription
What is Formstack Documents?
Similar apps
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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
