Zoho Billing + Zoho CRM

Update Zoho CRM module entries when new Zoho Billing are created

Effortlessly manage your new subscriptions with this seamless workflow between Zoho Billing and Zoho CRM. Whenever a new subscription is created in Zoho Billing, this automation will update the relevant module entry in Zoho CRM, ensuring your records are always up to date. Save time and streamline your processes by keeping your CRM information in sync with your subscription management.

When this happens...
New Subscription
Triggers when a new subscription is created.
TriggerInstant
automatically do this!
Update Module Entry
Update existing entry in the selected module
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- 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 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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Invoice IDRequired
- Payment ModeRequired
- Description
- Reference Number
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
- Display Name
- Email
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

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

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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Zoho Billing + Zoho CRM

Update Zoho CRM module entries when new Zoho Billing are created

Subscription Downgrade

New Invoice

OrganizationRequired

Resume Subscription

Organization

Subscription Renewal

OrganizationRequired

Cancel Subscription

OrganizationRequired

Subscription Upgrade

OrganizationRequired

Create Customer

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

Update Customer

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

Find Invoice

OrganizationRequired

Invoice#Required

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired