Integrate Zoho Billing with Zoho Directory

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

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Supported triggers and actions

Integrate Zoho Billing and Zoho Directory using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Subscription reactivated

Triggers when a subscription is reactivated

Customer created

Triggers when a new customer is created

Subscription downgraded

Triggers when a subscription is downgraded

Invoice created

Triggers when a new invoice is created

Plan added

Triggers when a new plan is added

Product created

Triggers when a new product 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

Payment method updated

Triggers when the details of an existing payment method are updated

Subscription upgraded

Triggers when an existing subscription is upgraded

Subscription to be renewed

Triggers 5 days before a subscription is to be renewed

Subscription expired

Triggers when a subscription expires

Payment successful

Triggers when a payment is processed successfully

Payment method added

Triggers when a new payment method is added

Payment refunded

Triggers when a payment is refunded to a customer

Subscription resumed

Triggers when a subscription is resumed

Subscription activated

Triggers when a new subscription is activated

Subscription created

Triggers when a new subscription is created

Subscription marked as unpaid

Triggers when a subscription is marked as unpaid

Subscription paused

Triggers when a subscription is paused

Payment failed

Triggers when there is an error in processing a payment

Subscription renewed

Triggers when a subscription is renewed

Subscription deleted

Triggers when a subscription is deleted

Plan updated

Triggers when any detail of an existing plan is updated

Invoice updated

Triggers when any detail of an existing invoice is updated

Estimate created

Triggers when a new estimate is created

Customer updated

Triggers when the details of an existing customer are updated

Subscription canceled

Triggers when a subscription is canceled

Estimate updated

Triggers when the details of an existing estimate are updated

Card added

Triggers when a new card is added

Subscription expiry date updated

Triggers when the expiry date of a subscription is updated

Subscription billing date updated

Triggers when the billing date of a subscription is updated

User removed from group

Triggers when a user is removed from an existing group

User created

Triggers when a new user is created

User activated

Triggers when an inactive user is activated

User deactivated

Triggers when an existing user is deactivated

User added to group

Triggers when a user is added to an existing group

User updated

Triggers when the details of an existing user are updated

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Update estimate status

Updates the status of an existing estimate

Create estimate

Creates a new estimate

Update next billing date

Updates the next billing date of an existing subscription

Associate coupon

Associates a coupon with the selected subscription

Send customer statement

Sends an existing customer statement to the specified email addresses

Request payment method

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

Create item

Creates a new item

Cancel subscription

Cancels the specified subscription

Create subscription

Creates a new subscription

Create coupon

Creates a new coupon

Send estimate

Sends an existing estimate to the specified recipients

Create subscription estimate

Creates a new subscription estimate

Enable portal access

Enables portal access for the specified customer

Send invoice

Sends an existing invoice to the specified recipients

Renew subscription

Renews an existing subscription

Create invoice

Creates a new invoice

Record customer payment

Records a payment for an existing customer invoice

Update customer

Updates the details of an existing customer

Update subscription

Updates the details of an existing subscription

Update invoice

Updates the details of an existing invoice

Update coupon

Updates the details of an existing coupon

Update coupon status

Updates the status of the specified coupon

Update estimate

Updates the details of an existing estimate

Update item

Updates the details of an existing item

Fetch item

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

Fetch estimate

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

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch plan

Fetches the details of an existing plan by code or name

Fetch coupon

Fetches the details of an existing coupon by code or name

Fetch addon

Fetches the details of an existing addon by code or name

Fetch customer

Fetches the details of an existing customer

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch subscription

Fetches the details of an existing subscription

Pause subscription

Pauses the specified subscription

Fetch scheduled changes

Fetches the scheduled changes of an existing subscription

Resume subscription

Resumes the specified subscription

Extend subscription

Extends the specified subscription

Add user to group

Adds a user to an existing group

Create user

Creates a new user

Update user

Updates the details of an existing user

Activate user

Activates an inactive user

Fetch user

Fetches the details of an existing user by ID

Deactivate user

Deactivates a user from your Zoho Directory organization

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 Zoho Directory?

Zoho Directory is an identity and access management solution for businesses. It helps you provide seamless logins for your employees, free your IT Admins from repetitive tasks, and get a complete view of your workforce identity.

IT Security Zoho

Build comprehensive workflows using

Webhook triggers

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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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Technical and Operations Head, TruAct

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