Integrate Zoho Billing with Zoho Invoice
Send information between Zoho Billing and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and Zoho Invoice 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
Estimate updated
Triggers when any detail of an existing estimate is updated
Expense updated
Triggers when the details of an existing expense are updated
Invoice updated
Triggers when any detail of an existing invoice is updated
Project created
Triggers when a new project is created
Payment received
Triggers when a new payment is received
Timesheet created
Triggers when a new timesheet is created
Contact updated
Triggers when any detail of an existing contact is updated
Payment updated
Triggers when any detail of an existing payment is updated
Contact created
Triggers when a new contact is created
Contact person created
Triggers when a new contact person is created for an existing contact
Credit note created
Triggers when a new credit note is created
Credit note updated
Triggers when the details of an existing credit note are updated
Expense created
Triggers when a new expense is created
Project updated
Triggers when any detail of an existing project is updated
Estimate created
Triggers when a new estimate is created in the selected organization
Timesheet updated
Triggers when the details of an existing timesheet are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Item created
Triggers when a new item is created in the selected organization
Item updated
Triggers when any detail of an existing item is updated
Recurring expense created
Triggers when a new recurring expense is created
Invoice created
Triggers when a new invoice is created
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 project
Creates a new project
Create contact person
Creates a new contact person for the selected contact
Add address for customer
Adds address details for an existing customer
Create item
Creates a new item
Create recurring invoice
Creates a new recurring invoice
Request payment information
Sends a payment information request to the specified email address
Create retainer invoice
Creates a new retainer invoice
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create recurring expense
Creates a new recurring expense
Record payment
Records a payment for an existing invoice
Start timer
Starts timer for the selected task
Create task
Creates a new task in the specified project
Create invoice
Creates a new invoice
Send invoice
Sends an existing invoice to the specified recipients
Send retainer invoice
Sends a retainer invoice to the specified email address
Stop timer
Stops the timer that is currently running
Create timesheet
Creates a new timesheet entry
Create estimate
Creates a new estimate
Create contact
Creates a new contact
Send estimate
Sends an existing estimate to the specified recipients
Update payment link
Updates the details of an existing payment link
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Update invoice status
Updates the status of an existing invoice
Create payment link
Creates a payment link
Update estimate
Updates the details of an existing estimate
Update item
Updates the details of an existing item
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Update timesheet
Updates the details of an existing timesheet
Fetch contact by email
Fetches the details of an existing contact by email
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item by ID
Fetches the details of an existing item by ID
Fetch item by name
Fetches the details of an existing item by name
Fetch payment
Fetches the details of an existing payment
Fetch task
Fetches the details of an existing task by ID
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch estimate
Fetches the details of an existing invoice
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch project
Fetches the details of an existing project by ID
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 Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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