Integrate Zoho Billing with Zoho CRM
Send information between Zoho Billing and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Plan added
Triggers when a new plan is added
Payment failed
Triggers when there is an error in processing a payment
Subscription renewed
Triggers when a subscription is renewed
Subscription resumed
Triggers when a subscription is resumed
Payment refunded
Triggers when a payment is refunded to a customer
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription reactivated
Triggers when a subscription is reactivated
Subscription created
Triggers when a new subscription is created
Estimate created
Triggers when a new estimate is created
Subscription upgraded
Triggers when an existing subscription is upgraded
Subscription updated
Triggers when the details of an existing subscription are updated
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
Subscription downgraded
Triggers when a subscription is downgraded
Subscription expired
Triggers when a subscription expires
Subscription canceled
Triggers when a subscription is canceled
Payment method added
Triggers when a new payment method is added
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Estimate updated
Triggers when the details of an existing estimate are updated
Invoice created
Triggers when a new invoice is created
Card added
Triggers when a new card is added
Subscription activated
Triggers when a new subscription is activated
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Subscription paused
Triggers when a subscription is paused
Payment successful
Triggers when a payment is processed successfully
Plan updated
Triggers when any detail of an existing plan is updated
Subscription deleted
Triggers when a subscription is deleted
Product created
Triggers when a new product is created
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Payment method updated
Triggers when the details of an existing payment method are updated
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
All Actions - Actions are the automated tasks
Create estimate
Creates a new estimate
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Associate coupon
Associates a coupon with the selected subscription
Enable portal access
Enables portal access for the specified customer
Update estimate status
Updates the status of an existing estimate
Create invoice
Creates a new invoice
Create subscription
Creates a new subscription
Cancel subscription
Cancels the specified subscription
Create item
Creates a new item
Record customer payment
Records a payment for an existing customer invoice
Send estimate
Sends an existing estimate to the specified recipients
Create coupon
Creates a new coupon
Create customer
Creates a new customer
Update next billing date
Updates the next billing date of an existing subscription
Create subscription estimate
Creates a new subscription estimate
Send customer statement
Sends an existing customer statement to the specified email addresses
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Update item
Updates the details of an existing item
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
Update customer
Updates the details of an existing customer
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch coupon
Fetches the details of an existing coupon by code or name
Pause subscription
Pauses the specified subscription
Fetch subscription
Fetches the details of an existing subscription
Resume subscription
Resumes the specified subscription
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch plan
Fetches the details of an existing plan by code or name
Fetch customer
Fetches the details of an existing customer
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch addon
Fetches the details of an existing addon by code or name
Extend subscription
Extends the specified subscription
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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 CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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.
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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.
Learn more >Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
