Integrate Salesforce with Zoho Billing
Send information between Salesforce and Zoho Billing automatically, without writing any code, using Zoho Flow.
Build your own integrations between Salesforce and Zoho Billing
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Supported triggers and actions
Integrate Salesforce and Zoho Billing using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity updated
Triggers when an opportunity is updated
Lead updated
Triggers when a lead is updated
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Subscription upgraded
Triggers when an existing subscription is upgraded
Payment refunded
Triggers when a payment is refunded to a customer
Subscription resumed
Triggers when a subscription is resumed
Payment successful
Triggers when a payment is processed successfully
Payment method added
Triggers when a new payment method is added
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Subscription paused
Triggers when a subscription is paused
Subscription activated
Triggers when a new subscription is activated
Subscription created
Triggers when a new subscription is created
Subscription deleted
Triggers when a subscription is deleted
Plan updated
Triggers when any detail of an existing plan is updated
Payment failed
Triggers when there is an error in processing a payment
Subscription renewed
Triggers when a subscription is renewed
Customer updated
Triggers when the details of an existing customer are updated
Subscription canceled
Triggers when a subscription is canceled
Invoice updated
Triggers when any detail of an existing invoice is updated
Estimate created
Triggers when a new estimate is created
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Estimate updated
Triggers when the details of an existing estimate are updated
Card added
Triggers when a new card is added
Subscription downgraded
Triggers when a subscription is downgraded
Invoice created
Triggers when a new invoice is created
Subscription reactivated
Triggers when a subscription is reactivated
Customer created
Triggers when a new customer is created
Payment method removed
Triggers when an existing payment method is removed
Subscription updated
Triggers when the details of an existing subscription are updated
Plan added
Triggers when a new plan is added
Product created
Triggers when a new product is created
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Subscription expired
Triggers when a subscription expires
Payment method updated
Triggers when the details of an existing payment method are updated
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Create event
Creates a new event
Update order
Updates the details of an existing order
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Create customer
Creates a new customer
Update next billing date
Updates the next billing date of an existing subscription
Associate coupon
Associates a coupon with the selected subscription
Update estimate status
Updates the status of an existing estimate
Create estimate
Creates a new estimate
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Create item
Creates a new item
Send customer statement
Sends an existing customer statement to the specified email addresses
Create coupon
Creates a new coupon
Send estimate
Sends an existing estimate to the specified recipients
Cancel subscription
Cancels the specified subscription
Create subscription
Creates a new subscription
Enable portal access
Enables portal access for the specified customer
Send invoice
Sends an existing invoice to the specified recipients
Create subscription estimate
Creates a new subscription estimate
Create invoice
Creates a new invoice
Record customer payment
Records a payment for an existing customer invoice
Renew subscription
Renews an existing subscription
Update item
Updates the details of an existing item
Update invoice
Updates the details of an existing invoice
Update coupon
Updates the details of an existing coupon
Update customer
Updates the details of an existing customer
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
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch plan
Fetches the details of an existing plan by code or name
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 customer
Fetches the details of an existing customer
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch coupon
Fetches the details of an existing coupon by code or name
Fetch addon
Fetches the details of an existing addon by code or name
Pause subscription
Pauses the specified subscription
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch subscription
Fetches the details of an existing subscription
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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