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Popular Zoho Billing workflows

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Create Zoho Subscriptions customers for new Typeform submissions

Typeform + Zoho Billing

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.

View flow detail

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Create subscriptions in Zoho Subscriptions for new Zoho Form submissions

Zoho Forms + Zoho Billing

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.

View flow detail

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New invoice in QuickBooks for successful payments in Zoho Subscriptions

Zoho Billing + QuickBooks

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.

View flow detail

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Send emails via Gmail for new subscriptions in Zoho Subscriptions

Zoho Billing + Gmail for Workspace

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

View flow detail

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Send emails via Gmail for subscription renewals in Zoho Subscriptions

Zoho Billing + Gmail for Workspace

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.

View flow detail

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Create MailChimp subscribers for new subscriptions in Zoho Subscriptions

Zoho Billing + Mailchimp

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.

View flow detail

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Send Slack messages for new subscriptions in Zoho Subscriptions

Zoho Billing + Slack

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.

View flow detail

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Create Zendesk tickets when subscriptions are canceled in Zoho Subscriptions

Zoho Billing + Zendesk

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.

View flow detail

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

Zoho Billing + Zoho Cliq

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.

View flow detail

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

Zoho Billing + Rocket.Chat

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.

View flow detail

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

Zoho Billing + Slack

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.

View flow detail

Build your own Zoho Billing integrations

Connect Zoho Billing with over 850+ 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

Payment method added

Triggers when a new payment method is added

Subscription expired

Triggers when a subscription expires

Subscription upgraded

Triggers when an existing subscription is upgraded

Estimate created

Triggers when a new estimate is created

Payment method removed

Triggers when an existing payment method is removed

Subscription updated

Triggers when the details of an existing subscription are updated

Card added

Triggers when a new card is added

Invoice created

Triggers when a new invoice is created

Payment successful

Triggers when a payment is processed successfully

Subscription resumed

Triggers when a subscription is resumed

Invoice updated

Triggers when any detail of an existing invoice is updated

Estimate updated

Triggers when the details of an existing estimate are updated

Subscription paused

Triggers when a subscription is paused

Payment method updated

Triggers when the details of an existing payment method are updated

Subscription reactivated

Triggers when a subscription is reactivated

Payment failed

Triggers when there is an error in processing a payment

Payment refunded

Triggers when a payment is refunded to a customer

Subscription marked as unpaid

Triggers when a subscription is marked as unpaid

Product created

Triggers when a new product is created

Subscription activated

Triggers when a new subscription is activated

Subscription created

Triggers when a new subscription is created

Subscription deleted

Triggers when a subscription is deleted

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

Subscription canceled

Triggers when a subscription is canceled

Subscription renewed

Triggers when a subscription is renewed

Subscription downgraded

Triggers when a subscription is downgraded

Subscription expiry date updated

Triggers when the expiry date of a subscription is updated

All Actions - Actions are the automated tasks

Request payment method

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

Update estimate status

Updates the status of an existing estimate

Create subscription

Creates a new subscription

Create estimate

Creates a new estimate

Cancel subscription

Cancels the specified subscription

Associate coupon

Associates a coupon with the selected subscription

Send customer statement

Sends an existing customer statement to the specified email addresses

Enable portal access

Enables portal access for the specified customer

Create item

Creates a new item

Send estimate

Sends an existing estimate to the specified recipients

Create invoice

Creates a new invoice

Create coupon

Creates a new coupon

Create customer

Creates a new customer

Record customer payment

Records a payment for an existing customer invoice

Create subscription estimate

Creates a new subscription estimate

Update next billing date

Updates the next billing date of an existing subscription

Update estimate

Updates the details of an existing estimate

Update coupon status

Updates the status of the specified coupon

Update item

Updates the details of an existing item

Update subscription

Updates the details of an existing subscription

Update coupon

Updates the details of an existing coupon

Update customer

Updates the details of an existing customer

Fetch subscription

Fetches the details of an existing subscription

Pause subscription

Pauses the specified subscription

Fetch addon

Fetches the details of an existing addon by code or name

Fetch estimate

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

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Resume subscription

Resumes the specified subscription

Fetch customer

Fetches the details of an existing customer

Fetch plan

Fetches the details of an existing plan by code or name

Fetch scheduled changes

Fetches the scheduled changes of an existing subscription

Fetch item

Fetches the details of an existing item by ID or name or SKU

Fetch invoice by number

Fetches the details of an existing invoice by number

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

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Network with us

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 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.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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