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
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
Lead removed from list
Triggers when a lead is removed from the selected list
Lead added to list
Triggers when a lead is added to the selected list
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
Send email campaign
Sends an existing email campaign
Create or update lead
Creates a new lead or updates the details of an existing lead
Create lead tag
Creates a new lead tag
Add lead score
Adds lead score for the specified email address
Create list
Creates a new list
Tag lead
Adds the specified tag to a lead
Clone campaign
Clones an existing campaign
Add lead to journey
Adds the specified lead to a journey
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Unsubscribe lead
Removes a lead from the selected list
Untag lead
Removes the specified tag from a lead
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.
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Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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
