Integrate Zoho Billing with Zoho Marketing Automation
Send information between Zoho Billing and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and Zoho Marketing Automation 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
Lead added to list
Triggers when a lead is added to the selected list
Lead removed from list
Triggers when a lead is removed from the selected list
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
Add lead score
Adds lead score for the specified email address
Tag lead
Adds the specified tag to a lead
Send email campaign
Sends an existing email campaign
Create lead tag
Creates a new lead tag
Add lead to journey
Adds the specified lead to a journey
Clone campaign
Clones an existing campaign
Create or update lead
Creates a new lead or updates the details of an existing lead
Create list
Creates a new list
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Untag lead
Removes the specified tag from a lead
Unsubscribe lead
Removes a lead from the selected list
Update list
Updates the details of an existing list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
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.
Similar apps
What is Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
Similar apps
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Logic
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Custom functions
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Louis Castellano
CEO, Lakeside CNC Group
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
