Zoho Billing and Salesflare

Payment Processing Zoho go.zoho.com ↗

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.