Integrate Capsule CRM with Zoho Billing

Send information between Capsule CRM and Zoho Billing automatically, without writing any code, using Zoho Flow.

Build your own integrations between Capsule CRM and Zoho Billing

Connect Capsule CRM and Zoho Billing with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Capsule CRM and Zoho Billing using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggers when a new person is created on Capsule CRM

New User

Triggers when a new user is added

New Task

Triggers when a new open task is created

New Opportunity

Triggers when a new opportunity is created

New Case

Triggers when a new case is created

New Organization

Triggers when a new organization is created

Invoice updated

Triggers when any detail of an existing invoice is updated

Subscription downgraded

Triggers when a subscription is downgraded

Subscription upgraded

Triggers when a subscription is upgraded

Subscription updated

Triggers when the details of an existing subscription are updated

Card added

Triggers when a new card is added

Subscription marked as unpaid

Triggers when a subscription is marked as unpaid

Payment method updated

Triggers when the details of an existing payment method are updated

Payment refunded

Triggers when a payment is refunded to a customer

Subscription expiry date updated

Triggers when the expiry date of a subscription is updated

Product created

Triggers when a new product is created

Subscription deleted

Triggers when a subscription is deleted

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 failed

Triggers when there is an error in processing a payment

Payment successful

Triggers when a payment is processed successfully

Subscription resumed

Triggers when a subscription is resumed

Subscription activated

Triggers when a new subscription is activated

Payment method removed

Triggers when an existing payment method is removed

Subscription reactivated

Triggers when a subscription is reactivated

Subscription canceled

Triggers when a subscription is canceled

Invoice created

Triggers when a new invoice 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

Subscription expired

Triggers when a subscription expires

Subscription paused

Triggers when a subscription is paused

Subscription renewed

Triggers when a subscription is renewed

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Person

Creates a new person on Capsule CRM

Create Task

Creates a new task

Create Case

Creates a new case

Find person

Finds the details of the specified person by ID

Send customer statement

Sends an existing customer statement to the specified email addresses

Record customer payment

Records a payment for an existing customer invoice

Create subscription

Creates a new subscription

Enable portal access

Enables portal access for the specified customer

Create coupon

Creates a new coupon

Cancel subscription

Cancels the specified subscription

Request payment method

Sends an email to the specified customer requesting payment details for subscription payment

Create customer

Creates a new customer

Associate coupon

Associates a coupon with the selected subscription

Update coupon

Updates the details of an existing coupon

Update coupon status

Updates the status of the specified coupon

Update subscription

Updates the details of an existing subscription

Update customer

Updates the details of an existing customer

Fetch subscription

Fetches the details of an existing subscription

Fetch customer

Fetches the details of an existing customer

Pause subscription

Pauses the specified subscription

Fetch scheduled changes

Fetches the scheduled changes of an existing subscription

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Resume subscription

Resumes the specified subscription

Fetch invoice by number

Fetches the details of an existing invoice by number

Extend subscription

Extends the specified subscription

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

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 >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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