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Popular Zoho Billing workflows

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Create Zoho Subscriptions customers for new Typeform submissions

Do you have a lot of customers signing up for your product? Use this flow to create a new customer in Zoho Subscriptions for every response submitted in Typeform, so you can manage all their subscriptions more easily.

How it works

1. A new submission is made in Typeform.

2. Zoho Flow creates a customer in Zoho Subscriptions.

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Create Zoho Subscriptions customers for new Typeform submissions

Typeform + Zoho Billing

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Create subscriptions in Zoho Subscriptions for new Zoho Form submissions

If you've built your subscription form in Zoho Forms, Zoho Flow can help easily organize the data you collect. This flow creates a subscription in Zoho Subscriptions for every new response submitted in Zoho Forms.

How it works

1) A new submission is entered in Zoho Forms.

2) Zoho Flow creates a new subscription in Zoho Subscriptions.

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Create subscriptions in Zoho Subscriptions for new Zoho Form submissions

Zoho Forms + Zoho Billing

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New invoice in QuickBooks for successful payments in Zoho Subscriptions

Automate the process of generating an invoice after you receive payment. Generate a new invoice in QuickBooks every time there's a successful payment recorded in Zoho Subscriptions.

How it works

1. A successful payment is recorded in Zoho Subscriptions.

2. Zoho Flows generates an invoice in QuickBooks.

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New invoice in QuickBooks for successful payments in Zoho Subscriptions

Zoho Billing + QuickBooks

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Send emails via Gmail for new subscriptions in Zoho Subscriptions

Need to get notified each time your product earns a new subscription? Use this flow to automatically send yourself an email, via Gmail, for every subscription created in Zoho Subscriptions.

How it works

1. A new subscription is created in Zoho Subscriptions.

2. Zoho Flow sends an email via Gmail

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Send emails via Gmail for new subscriptions in Zoho Subscriptions

Zoho Billing + Gmail for G Suite

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Send emails via Gmail for subscription renewals in Zoho Subscriptions

Does your sales team use Gmail for all their communication? Then this flow is going to save them a lot of time. Whenever a subscription is renewed in Zoho Subscriptions, this flow automatically sends the corresponding email via Gmail.

How it works

1. A subscription is renewed in Zoho Subscriptions.

2. Zoho Flow sends an email via Gmail.

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Send emails via Gmail for subscription renewals in Zoho Subscriptions

Zoho Billing + Gmail for G Suite

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Create MailChimp subscribers for new subscriptions in Zoho Subscriptions

Each time a new subscription is created in Zoho Subscriptions, Zoho Flow automatically searches for the corresponding customer in Zoho Subscriptions and adds them as a subscriber to a specific list in MailChimp.

How it works

1. A new subscription is created in Zoho Subscriptions.

2. Zoho Flow executes the following tasks automatically:

a. Searches for the corresponding customer in Zoho Subscriptions.

b. Adds the customer as a subscriber to a specific list in MailChimp.

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Create MailChimp subscribers for new subscriptions in Zoho Subscriptions

Zoho Billing + Mailchimp

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Send Slack messages for new subscriptions in Zoho Subscriptions

Want to notify your team every time you make a big sale? Use this flow to send a message to a specific channel on Slack for each subscription that is created in Zoho Subscriptions.

How it works

1. A subscription is created in Zoho Subscriptions.

2. Zoho Flow sends a channel notification in Slack.

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Send Slack messages for new subscriptions in Zoho Subscriptions

Zoho Billing + Slack

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Create Zendesk tickets when subscriptions are canceled in Zoho Subscriptions

Every time a customer unsubscribes, your team needs to find out why. Use this flow to automatically create a ticket on Zendesk whenever a subscription is canceled in Zoho Subscriptions.

How it works

1. A subscription is canceled in Zoho Subscriptions.

2. Zoho Flow creates a ticket in Zendesk.

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Create Zendesk tickets when subscriptions are canceled in Zoho Subscriptions

Zoho Billing + Zendesk

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Build your own Zoho Billing integrations

Connect Zoho Billing with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Zoho Billing workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Subscription marked as unpaid

Triggers when a subscription is marked as unpaid

Invoice updated

Triggers when any detail of an existing invoice is updated

Subscription updated

Triggers when the details of an existing subscription are updated

Payment method updated

Triggers when the details of an existing payment method are updated

Subscription expired

Triggers when a subscription expires

Subscription reactivated

Triggers when a subscription is reactivated

Subscription created

Triggers when a new subscription is created

Subscription paused

Triggers when a subscription is paused

Subscription downgraded

Triggers when a subscription is downgraded

Subscription to be renewed

Triggers 5 days before a subscription is to be renewed

Subscription renewed

Triggers when a subscription is renewed

Subscription upgraded

Triggers when a subscription is upgraded

Subscription resumed

Triggers when a subscription is resumed

Payment method added

Triggers when a new payment method is added

Payment failed

Triggers when there is an error in processing a payment

Subscription activated

Triggers when a new subscription is activated

Subscription canceled

Triggers when a subscription is canceled

Payment successful

Triggers when a payment is processed successfully

Payment method removed

Triggers when an existing payment method is removed

Invoice created

Triggers when a new invoice is created

Payment refunded

Triggers when a payment is refunded to a customer

Subscription deleted

Triggers when a subscription is deleted

Subscription expiry date updated

Triggers when the expiry date of a subscription is updated

Subscription billing date updated

Triggers when the billing date of a subscription is updated

Product created

Triggers when a new product is created

Card added

Triggers when a new card is added

All Actions - Actions are the automated tasks

Create subscription

Creates a new subscription

Create coupon

Creates a new coupon

Send customer statement

Sends an existing customer statement to the specified email addresses

Enable portal access

Enables portal access for the specified customer

Record customer payment

Records a payment for an existing customer invoice

Associate coupon

Associates a coupon with the selected subscription

Create customer

Creates a new customer

Request payment method

Sends an email to the specified customer requesting payment details for subscription payment

Cancel subscription

Cancels the specified subscription

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 coupon status

Updates the status of the specified coupon

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 invoice by number

Fetches the details of an existing invoice by number

Fetch scheduled changes

Fetches the scheduled changes of an existing subscription

Pause subscription

Pauses the specified subscription

Fetch customer

Fetches the details of an existing customer

Extend subscription

Extends the specified subscription

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.

Categories : Payment Processing Subscription Management Zoho

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

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

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Technical Engineer, Master Liveaboards