Integrate Zoho Billing with Unleashed Software

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

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Supported triggers and actions

Integrate Zoho Billing and Unleashed Software 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

Sales order created or updated

Triggers when a sales order is created or details of an existing one are updated

Purchase order created or updated

Triggers when a new purchase order is created or updated

Sales order created

Triggers when a new sales order is created

Sales quote created

Triggers when a new sales quote is created

Assembly created

Triggers when a new assembly is created

Warehouse stock transfer created

Triggers when a new warehouse stock transfer is created

Sales invoice created

Triggers when a new sales invoice is created

Customer created

Triggers when a new customer is created

Product created

Triggers when a new product is created

Bill of material created

Triggers when a new bill of material is created

Supplier created

Triggers when a new supplier is created

Purchase order created

Triggers when a new purchase order is created

Attribute set created

Triggers when a new attribute set is created

Sales shipment created

Triggers when a new sales shipment is created

Sales invoice created or updated

Triggers when a new sales invoice is created or the details of an existing sales invoice is updated

Sales person created

Triggers when a new sales person is created

Customer created or updated

Triggers when a new customer is created or the details of an existing customer are updated

Stock adjustment created

Triggers when a new stock adjustment is created

Credit note created

Triggers when a new credit note is created

Product created or updated

Triggers when a new product is created or the details of an existing product are updated

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 sales order

Creates a new sales order

Complete assembly

Completes an existing assembly

Create purchase order

Creates a new purchase order

Create product

Creates a new product

Create customer

Creates a new customer

Create attribute set

Creates a new attribute set

Complete warehouse stock transfer

Completes the existing warehouse stock transfer

Complete sales order

Completes a sales order

Create warehouse stock transfer

Creates a new warehouse stock transfer

Create bill of materials

Creates a new bill of materias

Create stock adjustment

Creates a new stock adjustment

Update sales order

Updates the details of an existing sales order

Create or update sales person

Updates the details of an existing sales person

Update customer

Updates the details of an existing customer

Update product

Updates the details of an existing product

Fetch warehouse stock transfer

Fetches the details of an existing warehouse stock transfer using transfer order number

Fetch purchase order

Fetches the details of an existing purchase order using Guid

Fetch supplier

Fetches the details of an existing supplier using Guid

Fetch customer

Fetches the details of an existing customer using Guid

Fetch product

Fetches the details of an existing product using Guid

Fetch sales quote

Fetches the details of an existing sales quote using Guid

Fetch credit note

Fetches the details of an existing credit note using Guid

Fetch stock adjustment

Fetches the details of an existing stock adjustment using Guid

Fetch sales order

Fetches the details of an existing sales order using Guid

Fetch attribute set

Fetches the details of an existing attribute set using Guid

Fetch assembly

Fetches the details of an existing assembly using Guid or assembly or disassembly number

Fetch bill of materials

Fetches the details of an existing bill of materials using Guid

Fetch sales invoice

Fetches the details of an existing sales invoice using Guid

Search sales invoice

Searches the details of an existing sales invoice using invoice number

Search assembly

Searches the details of an existing assembly using assembly number

Search purchase order

Searches the details of existing purchase order using order number

Search sales order

Searches the details of existing sales order using order number

Search sales quote

Searches the details of an existing sales quote using quote number

Search customer

Searches the details of existing customer using customer code

Search product

Searches the details of existing product using product code

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 Unleashed Software?

Unleashed software is an inventory management platform that gives your business real-time visibility of your stock — and total control of your purchasing, production, warehousing, and sales activity.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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