Integrate Pipedrive with Zoho Billing
Send information between Pipedrive and Zoho Billing automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Zoho Billing using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Activity updated
Triggers when any detail of an existing activity is updated
Note added
Triggers when a new note is added
Organization created
Triggers when a new organization is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Pipeline created
Triggers when a new pipeline is created
Note updated
Triggers when an existing note is updated
Activity created
Triggers when a new activity is created
Deal created
Triggers when a new deal is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal updated
Triggers when any detail of an existing deal is updated
Subscription created
Triggers when a new subscription is created
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Subscription resumed
Triggers when a subscription is resumed
Subscription deleted
Triggers when a subscription is deleted
Card added
Triggers when a new card is added
Payment successful
Triggers when a payment is processed successfully
Subscription canceled
Triggers when a subscription is canceled
Subscription activated
Triggers when a new subscription is activated
Subscription expired
Triggers when a subscription expires
Subscription paused
Triggers when a subscription is paused
Subscription downgraded
Triggers when a subscription is downgraded
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription updated
Triggers when the details of an existing subscription are updated
Subscription reactivated
Triggers when a subscription is reactivated
Subscription renewed
Triggers when a subscription is renewed
Invoice created
Triggers when a new invoice is created
Payment method removed
Triggers when an existing payment method is removed
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Payment failed
Triggers when there is an error in processing a payment
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Product created
Triggers when a new product is created
Subscription upgraded
Triggers when a subscription is upgraded
Payment refunded
Triggers when a payment is refunded to a customer
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Payment method added
Triggers when a new payment method is added
All Actions - Actions are the automated tasks
Create activity
Creates a new activity
Update deal
Updates the details of an existing deal
Create deal
Creates a new deal
Create product
Creates a new product
Create contact person
Creates a new contact person for the selected organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create organization
Creates a new organization
Update activity
Updates the details of an existing activity
Update notes
Updates an existing note
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update contact person
Updates the details of an existing contact person
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch activity
Fetches the details of the user activities
Fetch person by phone
Fetches the details of an existing person record by phone number
Fetch user by name
Fetches the details of an existing user by name
Fetch product by name
Fetches the details of an existing product by name
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch person by email address
Fetches the details of an existing person by email address
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch deal by title
Fetches the details of an existing deal by title
Enable portal access
Enables portal access for the specified customer
Update next billing date
Updates the next billing date of an existing subscription
Create customer
Creates a new customer
Send customer statement
Sends an existing customer statement to the specified email addresses
Create invoice
Creates a new invoice
Create subscription
Creates a new subscription
Associate coupon
Associates a coupon with the selected subscription
Create coupon
Creates a new coupon
Cancel subscription
Cancels the specified subscription
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Record customer payment
Records a payment for an existing customer invoice
Update customer
Updates the details of an existing customer
Update coupon status
Updates the status of the specified coupon
Update subscription
Updates the details of an existing subscription
Update coupon
Updates the details of an existing coupon
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch customer
Fetches the details of an existing customer
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch invoice by number
Fetches the details of an existing invoice by number
Pause subscription
Pauses the specified subscription
Resume subscription
Resumes the specified subscription
Fetch subscription
Fetches the details of an existing subscription
Extend subscription
Extends the specified subscription
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
Similar apps
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.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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
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