Integrate Zoho Billing with Zoho Expense
Send information between Zoho Billing and Zoho Expense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and Zoho Expense using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 expiry date updated
Triggers when the expiry date of a subscription is updated
Estimate created
Triggers when a new estimate is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription canceled
Triggers when a subscription is canceled
Customer updated
Triggers when the details of an existing customer are updated
Subscription renewed
Triggers when a subscription is renewed
Plan added
Triggers when a new plan is added
Subscription updated
Triggers when the details of an existing subscription are updated
Payment method removed
Triggers when an existing payment method is removed
Customer created
Triggers when a new customer is created
Subscription reactivated
Triggers when a subscription is reactivated
Invoice created
Triggers when a new invoice is created
Subscription downgraded
Triggers when a subscription is downgraded
Card added
Triggers when a new card is added
Payment successful
Triggers when a payment is processed successfully
Subscription resumed
Triggers when a subscription is resumed
Payment refunded
Triggers when a payment is refunded to a customer
Subscription upgraded
Triggers when an existing subscription is upgraded
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription expired
Triggers when a subscription expires
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Product created
Triggers when a new product 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
Subscription deleted
Triggers when a subscription is deleted
Subscription created
Triggers when a new subscription is created
Subscription activated
Triggers when a new subscription is activated
Subscription paused
Triggers when a subscription is paused
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Payment method added
Triggers when a new payment method is added
Expense category created
Triggers when a new expense category is created in the selected organization
Expense updated
Triggers when an existing expense is updated in the selected organization
Report created
Triggers when a new report is created in the selected organization
Advance payment refund event recorded
Triggers when an advanced payment refund event is recorded in the selected organization
Trip event
Triggers when a trip-related event is recorded in the selected organization
Report event
Triggers when a report-related event is recorded in the selected organization
Expense created
Triggers when a new expense is created in the selected organization
Purchase request event
Triggers when a purchase request event is recorded in the selected organization
User created
Triggers when a new user is created in the selected organization
Advance payment event recorded
Triggers when an advance payment-related event is recorded in the selected organization
Customer created
Triggers when a new customer is created in the selected organization
Report updated
Triggers when an existing report is updated in the selected organization
All Actions - Actions are the automated tasks
Renew subscription
Renews an existing subscription
Record customer payment
Records a payment for an existing customer invoice
Create invoice
Creates a new invoice
Create subscription estimate
Creates a new subscription estimate
Send invoice
Sends an existing invoice to the specified recipients
Enable portal access
Enables portal access for the specified customer
Create subscription
Creates a new subscription
Update estimate status
Updates the status of an existing estimate
Associate coupon
Associates a coupon with the selected subscription
Update next billing date
Updates the next billing date of an existing subscription
Create customer
Creates a new customer
Cancel subscription
Cancels the specified subscription
Send estimate
Sends an existing estimate to the specified recipients
Create coupon
Creates a new coupon
Send customer statement
Sends an existing customer statement to the specified email addresses
Create item
Creates a new item
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Create estimate
Creates a new estimate
Update estimate
Updates the details of an existing estimate
Update coupon status
Updates the status of the specified coupon
Update subscription
Updates the details of an existing subscription
Update customer
Updates the details of an existing customer
Update coupon
Updates the details of an existing coupon
Update invoice
Updates the details of an existing invoice
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 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
Fetch customer
Fetches the details of an existing customer
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch plan
Fetches the details of an existing plan by code or name
Resume subscription
Resumes the specified subscription
Fetch subscription
Fetches the details of an existing subscription
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Pause subscription
Pauses the specified subscription
Fetch addon
Fetches the details of an existing addon by code or name
Extend subscription
Extends the specified subscription
Create expense category
Creates a new expense category in the selected organization
Inactive tag
Inactivates the specified tag
Create tag
Creates a new tag in the selected organization
Record advance payment
Records an advance payment for a project or report
Create purchase request
Creates a new purchase request
Create customer
Creates a new customer in the selected organization
Create user
Creates a new user in the selected organization
Active tag
Activates the specified tag
Create expense
Creates a new reimbursable expense in the selected organization
Create project
Creates a new project in the selected organization
Create report
Creates a new report in the selected organization
Update customer
Updates the details of an existing customer
Update project
Updates the details of an existing project
Update user
Updates the details of an existing user
Update expense
Updates an existing expense in the selected organization
Update purchase request
Updates the details of an existing purchase request
Fetch user
Fetches the details of an existing user by email address
Fetch customer
Fetches the details of an existing customer by ID, email, customer full name, first and last name
Fetch trip
Fetches the details of an existing trip
Fetch expense
Fetches the details of an existing expense
Fetch vendor
Fetches the details of an existing vendor
Fetch report
Fetches the details of an existing report
Fetch project
Fetches the details of an existing project
Fetch purchase request
Fetches the details of an existing purchase request
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.
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What is Zoho Expense?
Zoho Expense is cloud-based expense reporting software for recording and reporting all your business expenses. You can manage the entire process of reporting expense, right from uploading of a receipt to its approval and reimbursement with features such as auto scan, custom approvals, and spending policies.
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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
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
