Zoho Billing and Salesflare
How to connect Zoho Billing
- Via Zapier — 54 operations available. Set it up ↗
What you can automate
- When new Credit Note in Zoho Billing, create internal note in Salesflare.
- When new Customer in Zoho Billing, find or create account, then find or create contact, then add contact to account in Salesflare.
- When invoice Paid in Zoho Billing, create opportunity, then find or create contact in Salesflare.
- When new Quote in Zoho Billing, create opportunity in Salesflare.
- When new Invoice in Zoho Billing, create opportunity, then find or create contact in Salesflare.
- When new Retainer Invoice in Zoho Billing, create opportunity, then find or create contact in Salesflare.
About Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
Zoho Billing operations on Zapier
Triggers (25)
Start a workflow when this happens
- Cancel Subscription — Triggers when a subscription is cancelled.
- Invoice Paid — Triggers when invoice is paid
- New Credit Note — Triggers when a new Credit Note is created.
- New Customer — Triggers when new customer is created
- New Invoice — Triggers when a new invoice is created.
Show 20 more triggers
- New Item — Triggers when new item is added.
- New Project — Triggers when a New Project is created.
- New Quote — Triggers when a New Quote is Created.
- New Retainer Invoice — Triggers when a retainer invoice is created.
- New Subscription — Triggers when a new subscription is created.
- Pause Subscription — Triggers when a subscription is paused.
- Payment Failure — Triggers when there is an error in processing payment.
- Payment Success — Triggers when a payment is received successfully.
- Resume Subscription — Triggers when a paused subscription is resumed.
- Subscription About to Expire — Triggers 3 days earlier when Subscription is about to expire
- Subscription About to Renew — Triggers 5 days earlier to Subscription renewal
- Subscription Activation — Triggers when a subscription is activated, either after a trial ends or when a future-dated subscription becomes active
- Subscription Downgrade — Triggers when a subscription is downgraded.
- Subscription Expired — Triggers when Subscription is expired
- Subscription Reactivated — Triggers when Subscription is reactivated
- Subscription Renewal — Triggers when a subscription is renewed.
- Subscription Upgrade — Triggers when a subscription is upgraded.
- Update Customer — Triggers when a customer is updated
- Update Invoice — Triggers when an invoice is updated.
- Void Invoice — Triggers when invoice is voided
Actions (26)
Things Salesflare can make it do
- Add Charge — Charges a one-time amount for the Subscription.
- Associate Coupon — Associates coupon to the subscription
- Cancel Invoice WriteOff — Cancel the write off amount of an invoice.
- Cancel Subcription — Cancels the Subscription
- Create Credit Note — Creates a new credit note for a customer
Show 21 more actions
- Create Customer — Creates a new customer.
- Create New Invoice — Create New One Time Invoice
- Create New Item — Create New Item for One time Invoices
- Create Retainer Invoice — Creates a new Retainer Invoice.
- Create Subscription — Creates a new subscription.
- Create a New Quote — Create a New Quote for a Customer
- Disassociate Coupon — Disassociates the coupon applied to the subscription.
- Email an Invoice — Sends an invoice to the associated contact persons via email.
- Fetch Customer — Used to fetch Specific Customer Details
- Fetch Invoice — Used to fetch Specific Invoice Details
- Fetch Subscription — Used to fetch Specific Subscription Details
- Invoice WriteOff — Write off the invoice balance amount of an invoice.
- Mark Invoice as Sent — Marks the Invoice as Sent
- Postpone Renewal — Subscription renewal date (billing date) can be postponed thereby extending the subscription term. Also, subscription renewal can only be postponed and not preponed.
- Reactivate Subscription — Reactivates the non renewing subscription
- Record Payment — Make payment to an Invoice.
- Update Customer — Update an existing customer.
- Update Customer Status — Updates a customer’s status to either Active or Inactive.
- Update Invoice — Update an existing invoice
- Update Subscription — Updates the existing subscription
- Void Invoice — Marks the Invoice as Void
Searches (3)
Look up existing records
- Find Customer — Search an existing customer.
- Find Invoice — Lookup an existing invoice.
- Find Subscription — Searches an existing Subscription. Enter the subscription number or reference number to search the existing Subscription.
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