Integrate Zoho Billing with Zoho Desk
Send information between Zoho Billing and Zoho Desk automatically, without writing any code, using Zoho Flow.
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Connect Zoho Billing and Zoho Desk 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 Zoho Billing and Zoho Desk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Time entry created
Triggers when a new time entry is created in the selected task
Task updated
Triggers when the details of a task is updated in the selected portal
Task created
Triggers when a new task is created in the selected portal
Article updated
Triggers when an existing article is updated
Ticket created
Triggers when a new ticket is created in the selected portal
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Event created
Triggers when a new event is created in the selected portal
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Account created
Triggers when a new account is created in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
Ticket approval added
Triggers when a new ticket approval is added
Event updated
Triggers when the details of an event is updated
Call updated
Triggers when the details of a call is updated in the selected portal
Contact updated
Triggers when the details of a contact is updated in the selected portal
Article created
Triggers when a new article is created
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Ticket updated
Triggers when the details of the selected ticket is updated
Agent updated
Triggers when the details of an agent is updated in the selected portal
Account updated
Triggers when the details of the selected account is updated
Ticket status updated
Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.
Time entry updated
Triggers when a time entry is updated in the selected task
Agent created
Triggers when a new agent is created in the selected portal
Ticket moved
Triggers when a ticket is moved to a different team or department
Call created
Triggers when a new call is created in the selected portal
Contact created
Triggers when a new contact is created in the selected portal
Ticket comment updated
Triggers when the selected ticket comment is updated
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
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
Create topic comment
Creates a comment for the specified topic
Add agent to team
Adds the specified agent to the selected team
Extract ticket key topics - Zia
Extracts key topics of the ticket using Zia's generative AI
Create contract
Creates a new contract for the selected account
Create topic
Creates a new topic
Create agent
Creates a new agent in the selected organization
Create task comment
Creates a new comment in the specified task
Create ticket
Creates a new ticket in the selected organization
Create account
Creates a new account in the selected organization
Add user to group
Adds the specified users to an existing group
Add ticket time entry
Adds time entry for an existing ticket
Create contact comment
Creates a comment in the selected contact
Add task time entry
Adds time entry for an existing task
Create account comment
Creates a new comment in the selected account
Create article
Creates a new article
Generate ticket reply - Zia
Generates a ticket reply using Zia's generative AI
Create custom module record
Creates a new custom module record
Add tag
Adds a tag to the specified ticket
Send email reply
Sends a reply for the specified ticket created in the email channel
Create event
Creates a new event in the selected organization
Request approval for ticket
Requests an approval for an existing ticket from the specified approver
Create product
Creates a new product in the selected organization
Generate ticket summary - Zia
Generates summary of the ticket using Zia's generative AI
Create contact
Creates a new contact in the selected organization
Create call
Creates a new call in the selected organization
Record email reply
Records an email reply from the contact for the specified ticket created in the email channel
Remove tag
Removes a tag from the specified ticket
Create ticket comment
Creates a comment in the selected ticket
Create task
Creates a new task in the selected department
Find ticket tone and sentiment - Zia
Finds a tone and sentiment of the ticket using Zia's generative AI
Update call
Updates the details of the specified call
Update topic
Updates the details of an existing topic
Update agent
Updates the details of an existing agent
Close ticket
Closes the specified tickets
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
Update account
Updates the selected account
Update agent availability
Updates the availability status of an existing agent
Dissociate accounts to contact
Dissociates the specified account with the specified contact
Remove user from group
Removes the specified users from an existing group
Update task timer
Updates the timer of an existing task
Move ticket
Moves the specified ticket to the selected department
Update task
Updates the details of an existing task
Update article
Updates the details of an existing article
Update custom module record
Updates the details of an existing custom module record
Update call timer
Updates the timer of an existing call
Update KB user status
Updates the status of an existing KB user
Update ticket timer
Updates the timer of an existing ticket
Send custom channel reply
Sends reply for a ticket via the selected channel
Invite contact to the help center
Invites the specified contacts to help center
Update ticket
Updates the details of an existing ticket
Edit ticket time entry
Edits the time entry of an existing ticket
Update ticket comment
Updates the comment for the specified ticket
Associate accounts to contact
Associates the specified account with the specified contact
Update contract
Updates the details of an existing contract
Update contact
Updates the selected contact
Update contact comment
Updates the specified comment in the selected contact
Remove agent from team
Removes the specified agent from the selected team
Update product
Updates the details of the selected product
Fetch contract
Fetches the details of an existing contract
Fetch ticket thread
Fetches an existing ticket thread by unique ID
Fetch product
Fetches the details of an existing product by unique ID or name
Fetch event
Fetches the details of an event based on the selected field
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch task
Fetches the details of an existing task by ID
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch custom module record
Fetches the details of an existing custom module record
Fetch KB user
Fetches the details of an existing KB user
Fetch ticket
Fetches the details of an existing ticket
Fetch ticket time entry
Fetches the time entry of an existing ticket
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch account
Fetches an existing account by name or ID
Fetch article
Fetches the details of an existing article
Fetch call
Fetches the details of a call based on the selected field
Trash account
Moves selected account to the recycle bin
Trash contact
Moves selected contact to the recycle bin
Trash ticket
Moves selected ticket to the recycle bin
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.
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 >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
