Integrate Zoho Billing with Fleetio

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

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Supported triggers and actions

Integrate Zoho Billing and Fleetio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Subscription canceled

Triggers when a subscription is canceled

Customer updated

Triggers when the details of an existing customer are updated

Subscription renewed

Triggers when a subscription is renewed

Payment failed

Triggers when there is an error in processing a payment

Subscription billing date updated

Triggers when the billing date of a subscription is updated

Subscription expiry date updated

Triggers when the expiry date of a subscription is updated

Estimate created

Triggers when a new estimate is created

Invoice updated

Triggers when any detail of an existing invoice is updated

Invoice created

Triggers when a new invoice is created

Subscription downgraded

Triggers when a subscription is downgraded

Card added

Triggers when a new card is added

Estimate updated

Triggers when the details of an existing estimate are updated

Subscription updated

Triggers when the details of an existing subscription are updated

Payment method removed

Triggers when an existing payment method is removed

Customer created

Triggers when a new customer is created

Subscription reactivated

Triggers when a subscription is reactivated

Subscription expired

Triggers when a subscription expires

Subscription to be renewed

Triggers 5 days before a subscription is to be renewed

Product created

Triggers when a new product is created

Plan added

Triggers when a new plan is added

Subscription resumed

Triggers when a subscription is resumed

Payment refunded

Triggers when a payment is refunded to a customer

Subscription upgraded

Triggers when an existing subscription is upgraded

Payment method updated

Triggers when the details of an existing payment method are updated

Subscription paused

Triggers when a subscription is paused

Subscription marked as unpaid

Triggers when a subscription is marked as unpaid

Payment method added

Triggers when a new payment method is added

Payment successful

Triggers when a payment is processed successfully

Plan updated

Triggers when any detail of an existing plan is updated

Subscription deleted

Triggers when a subscription is deleted

Subscription created

Triggers when a new subscription is created

Subscription activated

Triggers when a new subscription is activated

Expense entry updated

Triggers when the details of an existing expense entry is updated

Equipment created

Triggers when a new equipment is created

Fuel entry created

Triggered when a new fuel entry is created

Fuel entry updated

Triggers when the details of an existing fuel entry is updated

Vehicle created

Triggers when a new vehicle is created

Contact merged

Triggers when an existing contact is merged

Issue closed

Triggers when an existing issue is closed

Vendor created

Triggers when a new vendor is created

Work order created

Triggers when a new work order is created

Equipment updated

Triggers when the details of an existing equipment is updated

Work order updated

Triggers when the details of an existing work order is updated

Expense entry created

Triggers when a new expense entry is created

Issue resolved

Triggers when an existing issue is resolved

Contact created

Triggers when a new contact is created

Contact updated

Triggers when the details of an existing contact is updated

Issue updated

Triggers when an existing issue is updated

Vendor updated

Triggers when the details of an existing vendor is updated

Contact assigned

Triggers when an existing contact is assigned to service a vehicle

Service entry updated

Triggers when the details of an existing service entry is updated

Issue created

Triggers when a new issue is created

Contact archived

Triggers when an existing contact is archived

Vehicle updated

Triggers when the details of an existing vehicle is updated

Service entry created

Triggers when a new service entry is created

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create item

Creates a new item

Request payment method

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

Create estimate

Creates a new estimate

Send invoice

Sends an existing invoice to the specified recipients

Enable portal access

Enables portal access for the specified customer

Create subscription

Creates a new subscription

Cancel subscription

Cancels the specified subscription

Record customer payment

Records a payment for an existing customer invoice

Create invoice

Creates a new invoice

Create subscription estimate

Creates a new subscription estimate

Renew subscription

Renews an existing subscription

Associate coupon

Associates a coupon with the selected subscription

Update next billing date

Updates the next billing date of an existing subscription

Update estimate status

Updates the status of an existing estimate

Send estimate

Sends an existing estimate to the specified recipients

Create coupon

Creates a new coupon

Send customer statement

Sends an existing customer statement to the specified email addresses

Update coupon

Updates the details of an existing coupon

Update invoice

Updates the details of an existing invoice

Update item

Updates the details of an existing item

Update estimate

Updates the details of an existing estimate

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 plan

Fetches the details of an existing plan by code or name

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 customer

Fetches the details of an existing customer

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch estimate

Fetches the details of an existing estimate by ID or estimate number or reference number

Fetch scheduled changes

Fetches the scheduled changes of an existing subscription

Pause subscription

Pauses the specified subscription

Fetch addon

Fetches the details of an existing addon by code or name

Fetch coupon

Fetches the details of an existing coupon by code or name

Resume subscription

Resumes the specified subscription

Fetch subscription

Fetches the details of an existing subscription

Extend subscription

Extends the specified subscription

Create work order

Creates a new work order

Create equipment assignment

Create a new equipment assignment for the assignee

Create service entry line item

Creates a new service entry line item

Create equipment

Creates a new equipment

Create expense entry

Creates a new expense entry

Create vehicle

Creates a new vehicle

Create group

Creates a new group

Create a contact

Creates a new contact

Create vendor

Creates a new vendor

Create fuel entry

Creates a new fuel entry

Create issue

Creates a new issue

Create work order line item

Creates a new work order line item

Create service entry

Creates a new service entry

Update work order

Updates the details of an existing work order

Restore equipment by ID

Restores an existing equipment using ID

Reopen issue by ID

Reopens an existing issue using ID

Update vendor

Updates the details of an existing vendor

Update group

Updates the details of an existing group

Unassign equipment

Unassigns an equipment from an existing assignee

Restore vendor by ID

Restores an existing vendor using ID

Archive contact by ID

Archives a contact using ID

Archive vendor by ID

Archives a vendor using ID

Update equipment

Updates the details of an existing equipment

Close issue by ID

Closes an issue using ID

Resolve issue by ID

Resolves an existing issue using ID

Update contact

Updates the details of an existing contact

Update issue

Updates the details of an existing issue

Restore contact by ID

Restores an existing contact using ID

Archive equipment by ID

Archives an existing equipment using ID

Update service entry

Updates the details of an existing service entry

Update vehicle

Updates the details of an existing vehicle

Fetch service entry by ID

Fetches the details of an existing service entry using ID

Fetch issue by number

Fetches the details of an existing issue using number

Fetch expense entry by ID

Fetches the details of an existing expense entry using ID

Fetch service entry line item by ID

Fetches the details of an existing service entry line item using ID

Fetch service entry by reference number

Fetches the details of an existing service entry using reference number

Fetch vendor by ID

Fetches the details of an existing vendor using ID

Fetch contact by contact details

Fetches the details of an existing contact using contact details

Fetch vehicle by ID

Fetches the details of an existing vehicle using ID

Fetch group by ID

Fetches the details of an existing group using ID

Fetch group by name

Fetches the details of an existing group using name

Fetch equipment by ID

Fetches the details of an existing equipment using ID

Fetch vehicle by vehicle details

Fetches the details of an existing vehicle using vehicle details

Fetch work order by ID

Fetches the details of an existing work order using ID

Fetch equipment by equipment details

Fetches the details of an existing equipment using equipment details

Fetch vendor by vendor details

Fetches the details of an existing vendor using vendor details

Fetch issue by ID

Fetches the details of an existing issue using ID

Fetch fuel entry by ID

Fetches the details of an existing fuel entry using ID

Fetch contact by ID

Fetches the details of an existing contact using ID

Fetch work order by work order details

Fetches the details of an existing work order using work order details

Fetch work order line item by ID

Fetches the details of an existing work order line item using ID

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.

What is Fleetio?

Fleetio is a fleet management software that helps businesses create orders, schedule inspections, manage stocks and more.

Operations Management

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.

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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.

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Director, Perth Security Services

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Technical Engineer, Master Liveaboards

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