Integrate Zoho Billing with Zoho Directory
Send information between Zoho Billing and Zoho Directory automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and Zoho Directory using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment method removed
Triggers when an existing payment method is removed
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Subscription downgraded
Triggers when a subscription is downgraded
Invoice created
Triggers when a new invoice is created
Subscription created
Triggers when a new subscription is created
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription expired
Triggers when a subscription expires
Subscription paused
Triggers when a subscription is paused
Product created
Triggers when a new product is created
Subscription upgraded
Triggers when a subscription is upgraded
Subscription renewed
Triggers when a subscription is renewed
Estimate updated
Triggers when the details of an existing estimate are updated
Estimate created
Triggers when a new estimate is created
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Payment method added
Triggers when a new payment method is added
Payment refunded
Triggers when a payment is refunded to a customer
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription canceled
Triggers when a subscription is canceled
Subscription activated
Triggers when a new subscription is activated
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Card added
Triggers when a new card is added
Payment successful
Triggers when a payment is processed successfully
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription updated
Triggers when the details of an existing subscription are updated
Payment failed
Triggers when there is an error in processing a payment
Subscription reactivated
Triggers when a subscription is reactivated
Subscription resumed
Triggers when a subscription is resumed
Subscription deleted
Triggers when a subscription is deleted
User updated
Triggers when the details of an existing user are updated
User activated
Triggers when an inactive user is activated
User deactivated
Triggers when an existing user is deactivated
User removed from group
Triggers when a user is removed from an existing group
User created
Triggers when a new user is created
User added to group
Triggers when a user is added to an existing group
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Enable portal access
Enables portal access for the specified customer
Send customer statement
Sends an existing customer statement to the specified email addresses
Cancel subscription
Cancels the specified subscription
Create subscription
Creates a new subscription
Create customer
Creates a new customer
Create coupon
Creates a new coupon
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Record customer payment
Records a payment for an existing customer invoice
Associate coupon
Associates a coupon with the selected subscription
Send estimate
Sends an existing estimate to the specified recipients
Create item
Creates a new item
Create estimate
Creates a new estimate
Update estimate status
Updates the status of an existing estimate
Update next billing date
Updates the next billing date of an existing subscription
Update estimate
Updates the details of an existing estimate
Update subscription
Updates the details of an existing subscription
Update item
Updates the details of an existing item
Update customer
Updates the details of an existing customer
Update coupon status
Updates the status of the specified coupon
Update coupon
Updates the details of an existing coupon
Resume subscription
Resumes the specified subscription
Fetch customer
Fetches the details of an existing customer
Pause subscription
Pauses the specified subscription
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 item
Fetches the details of an existing item by ID or name or SKU
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch subscription
Fetches the details of an existing subscription
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Extend subscription
Extends the specified subscription
Create user
Creates a new user
Add user to group
Adds a user to an existing group
Update user
Updates the details of an existing user
Activate user
Activates an inactive user
Fetch user
Fetches the details of an existing user by ID
Deactivate user
Deactivates a user from your Zoho Directory organization
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
What is Zoho Directory?
Zoho Directory is an identity and access management solution for businesses. It helps you provide seamless logins for your employees, free your IT Admins from repetitive tasks, and get a complete view of your workforce identity.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
