Integrate Zoho Billing with ServiceM8
Send information between Zoho Billing and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Estimate created
Triggers when a new estimate is created
Estimate updated
Triggers when the details of an existing estimate are updated
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Subscription downgraded
Triggers when a subscription is downgraded
Card added
Triggers when a new card is added
Subscription reactivated
Triggers when a subscription is reactivated
Invoice created
Triggers when a new invoice is created
Payment method removed
Triggers when an existing payment method is removed
Customer created
Triggers when a new customer is created
Plan added
Triggers when a new plan is added
Subscription updated
Triggers when the details of an existing subscription are updated
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Product created
Triggers when a new product is created
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription expired
Triggers when a subscription expires
Payment refunded
Triggers when a payment is refunded to a customer
Subscription upgraded
Triggers when an existing subscription is upgraded
Payment successful
Triggers when a payment is processed successfully
Subscription resumed
Triggers when a subscription is resumed
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Payment method added
Triggers when a new payment method is added
Subscription activated
Triggers when a new subscription is activated
Subscription paused
Triggers when a subscription is paused
Subscription deleted
Triggers when a subscription is deleted
Subscription created
Triggers when a new subscription is created
Payment failed
Triggers when there is an error in processing a payment
Plan updated
Triggers when any detail of an existing plan is updated
Customer updated
Triggers when the details of an existing customer are updated
Subscription renewed
Triggers when a subscription is renewed
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription canceled
Triggers when a subscription is canceled
Client created or updated
Triggers when a client is created or updated
Contact created or updated
Triggers when a contact is created or updated
Material created
Triggers when a new material is created
Material created or updated
Triggers when new material is created or updated
Job created or updated
Triggers when a job is created or updated
Form completed
Triggers when the specified form is completed
Job queued
Triggers when a job is assigned to or removed from a queue
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Renew subscription
Renews an existing subscription
Record customer payment
Records a payment for an existing customer invoice
Update next billing date
Updates the next billing date of an existing subscription
Create customer
Creates a new customer
Update estimate status
Updates the status of an existing estimate
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 estimate
Creates a new estimate
Send customer statement
Sends an existing customer statement to the specified email addresses
Create item
Creates a new item
Create coupon
Creates a new coupon
Cancel subscription
Cancels the specified subscription
Send estimate
Sends an existing estimate to the specified recipients
Enable portal access
Enables portal access for the specified customer
Create subscription
Creates a new subscription
Create subscription estimate
Creates a new subscription estimate
Send invoice
Sends an existing invoice to the specified recipients
Update invoice
Updates the details of an existing invoice
Update item
Updates the details of an existing item
Update customer
Updates the details of an existing customer
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 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 customer
Fetches the details of an existing customer
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 invoice by ID
Fetches the details of an existing invoice by ID
Pause subscription
Pauses the specified subscription
Fetch addon
Fetches the details of an existing addon by code or name
Fetch subscription
Fetches the details of an existing subscription
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Resume subscription
Resumes the specified subscription
Extend subscription
Extends the specified subscription
Create material
Creates a new material
Create contact
Creates a new contact
Create job activity
Creates a new job activity
Create task
Creates a new task
Create client
Creates a new client
Create job material
Creates a new job material
Create job
Creates a new job
Add note
Creates a new note
Update material
Updates the details of an existing material
Update contact
Updates the details of an existing contact by their UUID
Update client
Updates the details of an existing client
Update job
Updates the details of an existing job
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
Fetch material using item number
Fetches the details of an existing material using item number
Fetch contact
Fetches the details of an existing contact using their email address or ID or phone number
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
Fetch material using name
Fetches the details of an existing material using name
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 ServiceM8?
ServiceM8 is a cloud-based field service management solution that lets you track staff locations, navigate to jobs, manage your estimates and invoices, and more.
Similar apps
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Toto
Technical Engineer, Master Liveaboards
