Streak + Zoho Billing

Streak + Zoho Billing integrations

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 ContactTriggered when a contact is updated.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Streak and Zoho Billing

Discover other triggers and actions you can use with Streak and Zoho Billing

- Pipeline
  Required
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Instant
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- Stage
- Field
- Pipeline
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- Pipeline
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- Pipeline
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- Pipeline
  Required
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Instant
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- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Organization Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or Key
  Required
- Pipeline
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
- Box Name or Keys
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- 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
- Organizations
  Required
Trigger
Instant
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- Organization
  Required
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Instant
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- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
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- Organizations
  Required
Trigger
Instant
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- Organizations
  Required
Trigger
Instant
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- Organization
Trigger
Instant
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- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
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- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
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- Organization
  Required
- Subscription ID
  Required
- Coupon Code
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Cancel at End of Current term
Action
Write
- Organization
- Credit Note Number
- Customer Name
  Required
- Reason
- Credit Note Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Credit Note Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Customer ID
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Quote Number
- Customer Name
  Required
- Quote Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Quote Notes
- Quote Terms
- Shipping Charge
- Send Quote Only to Primary Contact
- test
Action
Write
- Organization
- Item Name
  Required
- Rate
  Required
- Item Description
- SKU
- Unit
- Is Taxable
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Renewal At
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
Action
Write
- Organization
  Required
- Customer ID
  Required
- 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
- Organization
  Required
- Invoice ID
  Required
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Line Item Name
- Line Item Rate
- Line Item Quantity
- Line Item Description
- Is Taxable
- Tax ID
- Tax Exemption
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Place Of Supply
- Paypal Payment Method
- Payment Gateways
- Associate Primary Contact Persons to Invoice
- Update Reason
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Invoice#
Action
Search

- Stage
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Team Key
  Required
Trigger
Instant
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- Team
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
- Text
  Required
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Subscription ID
  Required
- Charge Amount
  Required
- Description
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Customer ID
  Required
- Invoice ID
  Required
- Amount
- Payment Mode
  Required
- Description
- Reference Number
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- VAT Treatment
- Display Name
  Required
- First Name
- Last Name
- Email
  Required
- 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
- Bank Account Payment
Action
Write
- Organization
  Required
- Customer ID
- Customer Name
- Customer Email
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- Line Item Description
- Line Item Discount
- Tax Rate
- Is Taxable
- Tax ID
- Tax Exemption
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Place Of Supply
- Paypal Payment Method
- Payment Gateways
- Associate Primary Contact Persons to Invoice
- Mark Invoice as Sent
Action
Write
- Organization
  Required
- Customer
  Required
- Plan Code
  Required
- Plan Quantity
- Plan Price
- Setup Fee
- Addons
- Coupon Code
- Starts At
- 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
- Place Of Supply
- Contact Persons
- Customer Custom Fields
- Is Taxable
- Tax ID
- Tax Exemption
- Exchange Rate
- Customer Notes
- Reference
- Sales Person Name
- Billing Cycles
- Trial Days
- Subscription Custom Fields
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Billing Cycle
  Required
- Reason
Action
Write
- Organization
- Retainer Invoice Number
- Customer Name
  Required
- Retainer Invoice Date
- Description
  Required
- Rate
  Required
- Notes
- Terms
Action
Write
- Organization
  Required
- Customer ID
  Required
- Status
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Subscription Number
- Plan Code
  Required
- Plan Quantity
- Plan Price
- Addons
- Coupon Code
- Place Of Supply
- Customer Notes
- Reference
- Sales Person Name
- Customer Payment Terms
- Is Taxable
- Tax ID
- Tax Exemption
- Update at End of term
- Trial Days
Action
Write
- Organization
  Required
- Display Name
- Email
Action
Search
- Organization
  Required
- Subscription Number
- Reference Number
Action
Search

About Streak

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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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 moreLearn moreHelpHelp

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Payment Processing

Zoho

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