Integrate Outreach with Zoho Billing
Send information between Outreach and Zoho Billing automatically, without writing any code, using Zoho Flow.
Build your own integrations between Outreach and Zoho Billing
Connect Outreach and Zoho Billing with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Outreach and Zoho Billing using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sequence updated
Triggers when any detail of an existing sequence is updated
Task created or deleted
Triggers when a task is created or deleted
Mail updated
Triggers when any detail of an existing mail is updated
Sequence created or deleted
Triggers when a sequence is created or deleted
Call created or deleted
Triggers when a call is created or deleted
Prospect created or deleted
Triggers when a prospect is created or deleted
Prospect updated
Triggers when any detail of an existing prospect is updated
Task updated
Triggers when any detail of an existing task is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Account updated
Triggers when any detail of an existing account is updated
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Call updated
Triggers when any detail of an existing call is updated
Sequence state updated
Triggers when the state of an existing sequence is updated
Account created or deleted
Triggers when an account is created or deleted
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Subscription canceled
Triggers when a subscription is canceled
Subscription renewed
Triggers when a subscription is renewed
Customer updated
Triggers when the details of an existing customer are updated
Subscription downgraded
Triggers when a subscription is downgraded
Subscription activated
Triggers when a new subscription is activated
Subscription expired
Triggers when a subscription expires
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Payment method added
Triggers when a new payment method is added
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription resumed
Triggers when a subscription is resumed
Invoice created
Triggers when a new invoice is created
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription reactivated
Triggers when a subscription is reactivated
Payment method removed
Triggers when an existing payment method is removed
Payment successful
Triggers when a payment is processed successfully
Payment failed
Triggers when there is an error in processing a payment
Project updated
Triggers when the details of an existing project are updated
Custom module entry updated
Triggers when the details of an existing custom module entry are updated
Estimate updated
Triggers when the details of an existing estimate are updated
Estimate created
Triggers when a new estimate is created
Plan updated
Triggers when any detail of an existing plan is updated
Customer created
Triggers when a new customer is created
Subscription paused
Triggers when a subscription is paused
Project created
Triggers when a new project is created
Subscription deleted
Triggers when a subscription is deleted
Product created
Triggers when a new product is created
Subscription created
Triggers when a new subscription is created
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Card added
Triggers when a new card is added
Plan added
Triggers when a new plan is added
Invoice updated
Triggers when any detail of an existing invoice is updated
Custom module entry created
Triggers when a new custom module entry is created
Subscription updated
Triggers when the details of an existing subscription are updated
Payment refunded
Triggers when a payment is refunded to a customer
Subscription upgraded
Triggers when an existing subscription is upgraded
All Actions - Actions are the automated tasks
Add prospect
Adds a new prospect
Add prospect to sequence
Adds a prospect to the specified sequence
Create opportunity
Creates a new opportunity
Create account
Creates a new account
Create task
Creates a new task
Log call
Logs a new call
Add recipient
Adds a new recipient
Update prospect
Updates an existing prospect
Update account
Updates the details of an existing account
Fetch account - By name
Fetches the details of an existing account by name
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch sequence - By ID
Fetches the details of an existing sequence by ID
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch call - By ID
Fetches the details of an existing call by ID
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
Fetch sequence
Fetches the details of a sequence by its name
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Create customer
Creates a new customer
Create estimate
Creates a new estimate
Create subscription estimate
Creates a new subscription estimate
Update next billing date
Updates the next billing date of an existing subscription
Associate coupon
Associates a coupon with the selected subscription
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Create coupon
Creates a new coupon
Update estimate status
Updates the status of an existing estimate
Send invoice
Sends an existing invoice to the specified recipients
Create custom module entry
Creates a new custom module entry
Send estimate
Sends an existing estimate to the specified recipients
Create invoice
Creates a new invoice
Send customer statement
Sends an existing customer statement to the specified email addresses
Cancel subscription
Cancels the specified subscription
Record customer payment
Records a payment for an existing customer invoice
Enable portal access
Enables portal access for the specified customer
Renew subscription
Renews an existing subscription
Create item
Creates a new item
Create subscription
Creates a new subscription
Update estimate
Updates the details of an existing estimate
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Update invoice
Updates the details of an existing invoice
Update subscription
Updates the details of an existing subscription
Update custom module entry
Updates the details of an existing custom module entry
Update coupon
Updates the details of an existing coupon
Update coupon status
Updates the status of the specified coupon
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch coupon
Fetches the details of an existing coupon by code or name
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch customer
Fetches the details of an existing customer
Pause subscription
Pauses the specified subscription
Fetch plan
Fetches the details of an existing plan by code or name
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch addon
Fetches the details of an existing addon by code or name
Fetch subscription
Fetches the details of an existing subscription
Resume subscription
Resumes the specified subscription
Extend subscription
Extends the specified subscription
What is Outreach?
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.
Similar apps
What is Zoho Billing?
Zoho Billing is an end-to-end billing solution that helps businesses automate invoicing, manage subscriptions and customer lifecycles, and streamline revenue operations.
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.
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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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
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
