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Popular Zoho Billing workflows

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Create Zoho Subscriptions customers for new Typeform submissions

Do you have a lot of customers signing up for your product? Use this flow to create a new customer in Zoho Subscriptions for every response submitted in Typeform, so you can manage all their subscriptions more easily.

How it works

1. A new submission is made in Typeform.

2. Zoho Flow creates a customer in Zoho Subscriptions.

Create Zoho Subscriptions customers for new Typeform submissions

Typeform + Zoho Billing

View flow detail

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Create subscriptions in Zoho Subscriptions for new Zoho Form submissions

If you've built your subscription form in Zoho Forms, Zoho Flow can help easily organize the data you collect. This flow creates a subscription in Zoho Subscriptions for every new response submitted in Zoho Forms.

How it works

1) A new submission is entered in Zoho Forms.

2) Zoho Flow creates a new subscription in Zoho Subscriptions.

Create subscriptions in Zoho Subscriptions for new Zoho Form submissions

Zoho Forms + Zoho Billing

View flow detail

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New invoice in QuickBooks for successful payments in Zoho Subscriptions

Automate the process of generating an invoice after you receive payment. Generate a new invoice in QuickBooks every time there's a successful payment recorded in Zoho Subscriptions.

How it works

1. A successful payment is recorded in Zoho Subscriptions.

2. Zoho Flows generates an invoice in QuickBooks.

New invoice in QuickBooks for successful payments in Zoho Subscriptions

Zoho Billing + QuickBooks

View flow detail

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Send emails via Gmail for new subscriptions in Zoho Subscriptions

Need to get notified each time your product earns a new subscription? Use this flow to automatically send yourself an email, via Gmail, for every subscription created in Zoho Subscriptions.

How it works

1. A new subscription is created in Zoho Subscriptions.

2. Zoho Flow sends an email via Gmail

Send emails via Gmail for new subscriptions in Zoho Subscriptions

Zoho Billing + Gmail for Workspace

View flow detail

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Send emails via Gmail for subscription renewals in Zoho Subscriptions

Does your sales team use Gmail for all their communication? Then this flow is going to save them a lot of time. Whenever a subscription is renewed in Zoho Subscriptions, this flow automatically sends the corresponding email via Gmail.

How it works

1. A subscription is renewed in Zoho Subscriptions.

2. Zoho Flow sends an email via Gmail.

Send emails via Gmail for subscription renewals in Zoho Subscriptions

Zoho Billing + Gmail for Workspace

View flow detail

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Create MailChimp subscribers for new subscriptions in Zoho Subscriptions

Each time a new subscription is created in Zoho Subscriptions, Zoho Flow automatically searches for the corresponding customer in Zoho Subscriptions and adds them as a subscriber to a specific list in MailChimp.

How it works

1. A new subscription is created in Zoho Subscriptions.

2. Zoho Flow executes the following tasks automatically:

a. Searches for the corresponding customer in Zoho Subscriptions.

b. Adds the customer as a subscriber to a specific list in MailChimp.

Create MailChimp subscribers for new subscriptions in Zoho Subscriptions

Zoho Billing + Mailchimp

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Send Slack messages for new subscriptions in Zoho Subscriptions

Want to notify your team every time you make a big sale? Use this flow to send a message to a specific channel on Slack for each subscription that is created in Zoho Subscriptions.

How it works

1. A subscription is created in Zoho Subscriptions.

2. Zoho Flow sends a channel notification in Slack.

Send Slack messages for new subscriptions in Zoho Subscriptions

Zoho Billing + Slack

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Create Zendesk tickets when subscriptions are canceled in Zoho Subscriptions

Every time a customer unsubscribes, your team needs to find out why. Use this flow to automatically create a ticket on Zendesk whenever a subscription is canceled in Zoho Subscriptions.

How it works

1. A subscription is canceled in Zoho Subscriptions.

2. Zoho Flow creates a ticket in Zendesk.

Create Zendesk tickets when subscriptions are canceled in Zoho Subscriptions

Zoho Billing + Zendesk

View flow detail

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Send a notification to the team through Zoho Cliq upon receiving a new payment in Zoho Billing

Streamline your payment status updates and eliminate manual checks with business communication software. This flow will trigger a private channel notification in Zoho Cliq for each new payment received in Zoho Billing.

How it works

The flow triggers when a payment is processed successfully in Zoho Billing.
Zoho Flow message as a bot on the specified channel in Zoho Cliq.

Send a notification to the team through Zoho Cliq upon receiving a new payment in Zoho Billing

Zoho Billing + Zoho Cliq

View flow detail

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Send a notification to the team through Rocket.Chat upon receiving a new payment in Zoho Billing

Ensure your team always receives payment information promptly, without any delays or missing details. This flow will trigger a private channel notification in Rocket.Chat for each new payment received in Zoho Billing.

How it works

The flow triggers when a payment is processed successfully in Zoho Billing.
Zoho Flow sends a message in the specified channel in Rocket.Chat.

Send a notification to the team through Rocket.Chat upon receiving a new payment in Zoho Billing

Zoho Billing + Rocket.Chat

View flow detail

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Inform the team using Slack whenever a new payment is received in Zoho Billing

Ensure your team always receives payment information promptly, without any delays or missing details. This flow will send a private channel alert in Slack for every new payment received in Zoho Billing.

How it works

The flow triggers when a payment is processed successfully in Zoho Billing.
Zoho Flow sends a message to the selected private channel in Slack.

Inform the team using Slack whenever a new payment is received in Zoho Billing

Zoho Billing + Slack

View flow detail

Build your own Zoho Billing integrations

Connect Zoho Billing with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Zoho Billing workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Subscription renewed

Triggers when a subscription is renewed

Subscription upgraded

Triggers when a subscription is upgraded

Subscription deleted

Triggers when a subscription is deleted

Subscription resumed

Triggers when a subscription is resumed

Invoice updated

Triggers when any detail of an existing invoice is updated

Payment refunded

Triggers when a payment is refunded to a customer

Subscription updated

Triggers when the details of an existing subscription are updated

Payment method updated

Triggers when the details of an existing payment method are updated

Subscription reactivated

Triggers when a subscription is reactivated

Subscription activated

Triggers when a new subscription is activated

Subscription canceled

Triggers when a subscription is canceled

Subscription marked as unpaid

Triggers when a subscription is marked as unpaid

Subscription created

Triggers when a new subscription is created

Payment method removed

Triggers when an existing payment method is removed

Invoice created

Triggers when a new invoice is created

Subscription downgraded

Triggers when a subscription is downgraded

Subscription expiry date updated

Triggers when the expiry date of a subscription is updated

Payment method added

Triggers when a new payment method is added

Subscription billing date updated

Triggers when the billing date of a subscription is updated

Subscription to be renewed

Triggers 5 days before a subscription is to be renewed

Payment failed

Triggers when there is an error in processing a payment

Subscription paused

Triggers when a subscription is paused

Subscription expired

Triggers when a subscription expires

Payment successful

Triggers when a payment is processed successfully

Card added

Triggers when a new card is added

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Request payment method

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

Create invoice

Creates a new invoice

Send customer statement

Sends an existing customer statement to the specified email addresses

Enable portal access

Enables portal access for the specified customer

Create subscription

Creates a new subscription

Associate coupon

Associates a coupon with the selected subscription

Record customer payment

Records a payment for an existing customer invoice

Cancel subscription

Cancels the specified subscription

Create coupon

Creates a new coupon

Update next billing date

Updates the next billing date of an existing subscription

Update customer

Updates the details of an existing customer

Update coupon

Updates the details of an existing coupon

Update subscription

Updates the details of an existing subscription

Update coupon status

Updates the status of the specified coupon

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch customer

Fetches the details of an existing customer

Resume subscription

Resumes the specified subscription

Fetch subscription

Fetches the details of an existing subscription

Pause subscription

Pauses the specified subscription

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch scheduled changes

Fetches the scheduled changes of an existing subscription

Extend subscription

Extends the specified subscription

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.

Categories : Payment Processing Subscription Management Zoho

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Logic

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Custom functions

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