Streak + Zoho Billing

Update Zoho Billing customers when Streak contacts are updated

Effortlessly maintain your customer records across platforms with this convenient Streak to Zoho Billing workflow. Whenever you update a contact in Streak, the automation will create a customer in Zoho Billing, ensuring that your database stays current. Streamline your customer management process and save valuable time with this efficient solution.

When this happens...
Updated Contact
Triggered when a contact is updated.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- PipelineRequired
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- Stage
- Field
- PipelineRequired
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- PipelineRequired
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- PipelineRequired
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- PipelineRequired
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- PipelineRequired
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Instant
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- Box KeyRequired
- Organization NameRequired
- Website(s)Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or KeyRequired
- Pipeline
- MessageRequired
Action
Write
- Box Name or KeyRequired
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File KeyRequired
Action
Write
- Pipeline
- Box Name or KeysRequired
- Box Names or KeysRequired
Action
Write
- Contact KeyRequired
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search
- Pipelines
- Search Query
- NameRequired
- PipelineRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization
Trigger
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Credit Note Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Quote Number
- Customer NameRequired
- Quote Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Quote Notes
- Quote Terms
- Shipping Charge
- Send Quote Only to Primary Contact
Action
Write
- Organization
- Item NameRequired
- RateRequired
- Item Description
- SKU
- Unit
- Is Taxable
Action
Write
- Organization
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice Date
- DescriptionRequired
- RateRequired
- Notes
- Terms
Action
Write
- OrganizationRequired
- Display Name
- Email
Action
Search

- Stage
- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- Team KeyRequired
Trigger
Instant
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- TeamRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- Box KeyRequired
- Contact EmailRequired
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or KeyRequired
- Pipeline
- TextRequired
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread KeyRequired
Action
Write
- Box KeyRequired
- Meeting TypeRequired
- Start TimeRequired
- End Time
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
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- Organization
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Invoice IDRequired
- Payment ModeRequired
- Description
- Reference Number
Action
Write
- OrganizationRequired
- VAT Treatment
- Display NameRequired
- First Name
- Last Name
- EmailRequired
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
- Enable Portal
Action
Write
- OrganizationRequired
- Customer Name
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Invoice Only to Primary Contact
Action
Write
- OrganizationRequired
- Plan CodeRequired
- Plan Quantity
- Addons
- Coupon Code
- Starts At
- Customer
- Email
- Display Name
- First Name
- Last Name
- Company Name
- Website
- Mobile
- Work Phone
- Currency Code
- Customer Payment Terms
- Enable Portal
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Address Country
- Shipping Address Fax
- Contact Persons
- Customer Custom Fields
- Exchange Rate
- Customer Notes
- Reference
- Sales Person Name
- Subscription Custom Fields
Action
Write
- OrganizationRequired
- Customer IDRequired
- Display Name
- First Name
- Last Name
- Email
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address Zip
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Zip
- Shipping Address Fax
- Notes
- Custom Fields
Action
Write
- OrganizationRequired
- Invoice#Required
Action
Search

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Google Contacts

Contact Management, Google

Zoho CRM

CRM (Customer Relationship Management), Zoho

Insightly

CRM (Customer Relationship Management)

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.

Learn more Help

Related categories

Similar apps

Recurly

Payment Processing

Chargify

Payment Processing

Cheddar

Payment Processing

PRODUCTS

CAPABILITIES

By team

Streak + Zoho Billing

Update Zoho Billing customers when Streak contacts are updated

Box Change Pipeline

Updated Box

Stage

Field

PipelineRequired

New Comment

PipelineRequired

New Box

PipelineRequired

Task Complete

PipelineRequired

Task Due

PipelineRequired

Add Organization to Box

Box KeyRequired

Organization NameRequired

Website(s)Required

Industry

Phone Number(s)

Address(es)

Employee Count

Logo URL

Twitter Handle

Facebook Handle

LinkedIn Handle

Create Comment

Box Name or KeyRequired

Pipeline

MessageRequired

Edit Box

Box Name or KeyRequired

Pipeline

Name

Note

Assigned To

Gmail Thread Id

Create Tag and Dropdown Options

Get File by File Key

File KeyRequired

Link Boxes

Pipeline

Box Name or KeysRequired

Box Names or KeysRequired

Update Contact

Contact KeyRequired

First Name

Last Name

Email Address(es)

Title

Twitter

Facebook

LinkedIn

Photo (Url)

Phone Numbers

Address(es)

Other

Find a Box

Exact Search

Search Query

Pipelines

Find an Organization

Organization or Box Key

Search Query

Team

Find or Create Box

Pipelines

Search Query

NameRequired

PipelineRequired

Assigned To

Notes

GmailThreadID

Subscription Downgrade

OrganizationRequired

New Item