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Zapier makes it easy to integrate Salesforce with Zoho Billing - no code necessary. See how you can get setup in minutes.
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Salesforce
Salesforce
1. Choose trigger event
Zoho Billing
Zoho Billing
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Charge" in Zoho Billing.
You’re connected!
Zapier seamlessly connects Salesforce and Zoho Billing, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Customer ID
Required
Invoice ID
Required
Amount
Payment Mode
Required
Description
Reference Number
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Subscription ID
Required
Billing Cycle
Required
Reason
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Retainer Invoice Number
Customer Name
Required
Retainer Invoice Date
Description
Required
Rate
Required
Notes
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Customer ID
Required
Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Display Name
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Subscription Number
Reference Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Salesforce and Zoho Billing with AI agents and code
Beyond Zap workflows. Call Salesforce and Zoho Billing actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and Zoho Billing actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Add Charge
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect Salesforce and Zoho Billing to integrate crucial parts of your business
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Learn how to automate Salesforce on the Zapier blog
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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.
