Integrate Zoho Billing with Zoho Connect
Send information between Zoho Billing and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and Zoho Connect using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Announcement comment created
Triggers when a new comment is created in announcements
Announcement created
Triggers when a new announcement is created
Task updated
Triggers when the details of an existing task is updated
Task status changed
Triggers when the status of an existing task is updated
New task created
Triggers when a new task is created
Status created
Triggers when a new conversation is posted
Member added in group
Triggers when a member added to group
Member removed from board
Triggers when a member is removed from a board
Task completed
Triggers when a task is completed in selected board
Task section changed
Triggers when a task section is changed within the board.
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Event created
Triggers when a new event is created
Idea created
Triggers when a new idea is created
Member added in network
Triggers when a new member added to the selected network
Task reminder
Triggers when a task is created with a reminder
Event updated
Triggers when the details of an existing event is updated
Event invited
Triggers when an invitee is added to an event
Task open
Triggers when a task status is marked as open
Task unassigned
Triggers when a task is unassigned
Board created
Triggers when a new board is created
Forum created
Triggers when a new forum is created
Announcement updated
Triggers when the details of an existing announcement is updated
Group created
Triggers when a new group is created
Idea updated
Triggers when the details of an existing idea are updated
Forum updated
Triggers when an existing forum post is updated
Member removed from network
Triggers when a new member is removed from the selected network
Task assigned
Triggers when a task is assigned
Question created
Triggers when a new questions is created
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
New checklist created
Triggers when a new checklist is created
Poll created
Triggers when a new poll is created
Idea status updated
Triggers when the details of an existing idea status are updated
Member added in board
Triggers when a member is added to a board
All Actions - Actions are the automated tasks
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
Create private event
Creates a new private event
Add member to board
Adds a member to the selected board
Create group
Creates a new group in the selected network
Create forum post
Creates a new forum post
Invite user
Invites a user to the selected network
Create board
Creates a new board
Create conversation
Creates a new conversation in the selected group
Create checklist
Creates a checklist for the specified task
Add comment in post
Adds a comment in the specified post
Create private task
Creates a new private task
Create group event
Creates a new group event
Add member to group
Adds a member to the selected group
Add comment in task
Adds a comment in the specified task
Create task in section
Creates a new task in the selected section
Create board from board template
Creates a new board from an existing saved template
Archive group
Archives the selected group
Unarchive group
Unarchives the selected group
Archive board
Archives the selected board
Archive task
Archives the selected task
Unarchive board
Unarchives the selected board
Fetch post
Fetch the details of an existing post by ID
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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
What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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