Integrate Zoho Billing with Teamgate
Send information between Zoho Billing and Teamgate automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and Teamgate 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
Person created
Triggers when a new person is created
Deal won
Triggers when a deal is won
Lead unqualified
Triggers when a lead is unqualified
Company created
Triggers when a new company is created
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
Lead converted to person
Triggers when a lead is converted to person
Deal lost
Triggers when a deal is lost
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 lead
Creates a new lead
Create deal
Creates a new deal
Create company
Creates a new company
Create person
Creates a new person
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch lead
Fetches a lead using ID or name
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch user
Fetches the details of the specified user using ID, name or email address.
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
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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
