Integrate Capsule CRM with Zoho Billing
Send information between Capsule CRM and Zoho Billing automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Zoho Billing using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
Subscription canceled
Triggers when a subscription is canceled
Payment failed
Triggers when there is an error in processing a payment
Subscription reactivated
Triggers when a subscription is reactivated
Payment method updated
Triggers when the details of an existing payment method are updated
Payment refunded
Triggers when a payment is refunded to a customer
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription downgraded
Triggers when a subscription is downgraded
Subscription renewed
Triggers when a subscription is renewed
Payment method removed
Triggers when an existing payment method is removed
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Subscription deleted
Triggers when a subscription is deleted
Card added
Triggers when a new card is added
Subscription updated
Triggers when the details of an existing subscription are updated
Estimate updated
Triggers when the details of an existing estimate are updated
Estimate created
Triggers when a new estimate is created
Subscription upgraded
Triggers when an existing subscription is upgraded
Subscription expired
Triggers when a subscription expires
Subscription created
Triggers when a new subscription is created
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription resumed
Triggers when a subscription is resumed
Payment successful
Triggers when a payment is processed successfully
Subscription paused
Triggers when a subscription is paused
Subscription activated
Triggers when a new subscription is activated
Product created
Triggers when a new product is created
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Payment method added
Triggers when a new payment method is added
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
Create coupon
Creates a new coupon
Record customer payment
Records a payment for an existing customer invoice
Send estimate
Sends an existing estimate to the specified recipients
Create item
Creates a new item
Enable portal access
Enables portal access for the specified customer
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Associate coupon
Associates a coupon with the selected subscription
Send customer statement
Sends an existing customer statement to the specified email addresses
Create customer
Creates a new customer
Cancel subscription
Cancels the specified subscription
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Create subscription
Creates a new subscription
Update estimate status
Updates the status of an existing estimate
Update next billing date
Updates the next billing date of an existing subscription
Create subscription estimate
Creates a new subscription estimate
Update subscription
Updates the details of an existing subscription
Update item
Updates the details of an existing item
Update coupon status
Updates the status of the specified coupon
Update estimate
Updates the details of an existing estimate
Update coupon
Updates the details of an existing coupon
Update customer
Updates the details of an existing customer
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch addon
Fetches the details of an existing addon by code or name
Fetch plan
Fetches the details of an existing plan by code or name
Fetch customer
Fetches the details of an existing customer
Pause subscription
Pauses the specified subscription
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch invoice by number
Fetches the details of an existing invoice by number
Resume subscription
Resumes the specified subscription
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch subscription
Fetches the details of an existing subscription
Extend subscription
Extends the specified subscription
What is Capsule CRM?
Similar apps
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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
