Integrate Pipedrive with Zoho Billing
Send information between Pipedrive and Zoho Billing automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Zoho Billing using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product updated
Triggers when any detail of an existing product is updated
Lead updated
Triggers when any detail of an existing lead is updated
Deal updated
Triggers when any detail of an existing deal is updated
Note created
Triggers when a new note is added
Product created
Triggers when a new product is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Note updated
Triggers when an existing note is updated
Lead created
Triggers when a new lead is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity created
Triggers when a new activity is created
Organization updated
Triggers when any detail of an existing organization is updated
Subscription upgraded
Triggers when an existing subscription is upgraded
Payment refunded
Triggers when a payment is refunded to a customer
Subscription resumed
Triggers when a subscription is resumed
Payment successful
Triggers when a payment is processed successfully
Payment method added
Triggers when a new payment method is added
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Subscription paused
Triggers when a subscription is paused
Subscription activated
Triggers when a new subscription is activated
Subscription created
Triggers when a new subscription is created
Subscription deleted
Triggers when a subscription is deleted
Plan updated
Triggers when any detail of an existing plan is updated
Payment failed
Triggers when there is an error in processing a payment
Subscription renewed
Triggers when a subscription is renewed
Customer updated
Triggers when the details of an existing customer are updated
Subscription canceled
Triggers when a subscription is canceled
Invoice updated
Triggers when any detail of an existing invoice is updated
Estimate created
Triggers when a new estimate is created
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Estimate updated
Triggers when the details of an existing estimate are updated
Card added
Triggers when a new card is added
Subscription downgraded
Triggers when a subscription is downgraded
Invoice created
Triggers when a new invoice is created
Subscription reactivated
Triggers when a subscription is reactivated
Customer created
Triggers when a new customer is created
Payment method removed
Triggers when an existing payment method is removed
Subscription updated
Triggers when the details of an existing subscription are updated
Plan added
Triggers when a new plan is added
Product created
Triggers when a new product is created
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Subscription expired
Triggers when a subscription expires
Payment method updated
Triggers when the details of an existing payment method are updated
All Actions - Actions are the automated tasks
Add products to a deal
Adds multiple products to a deal
Create lead
Creates a new lead
Create deal
Creates a new deal
Create product
Creates a new project
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Create organization
Creates a new organization
Create contact person
Creates a contact new person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update contact person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Fetch user
Fetches the details of an existing user
Fetch lead
Fetches the details of an existing lead
Fetch contact person
Fetches the details of an existing contact person
Fetch field options
Fetches the specific field options by using its ID or name
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch organization
Fetches the details of an existing organization
Fetch activity
Fetches the details of an existing user activity
Create customer
Creates a new customer
Update next billing date
Updates the next billing date of an existing subscription
Associate coupon
Associates a coupon with the selected subscription
Update estimate status
Updates the status of an existing estimate
Create estimate
Creates a new estimate
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Create item
Creates a new item
Send customer statement
Sends an existing customer statement to the specified email addresses
Create coupon
Creates a new coupon
Send estimate
Sends an existing estimate to the specified recipients
Cancel subscription
Cancels the specified subscription
Create subscription
Creates a new subscription
Enable portal access
Enables portal access for the specified customer
Send invoice
Sends an existing invoice to the specified recipients
Create subscription estimate
Creates a new subscription estimate
Create invoice
Creates a new invoice
Record customer payment
Records a payment for an existing customer invoice
Renew subscription
Renews an existing subscription
Update item
Updates the details of an existing item
Update invoice
Updates the details of an existing invoice
Update coupon
Updates the details of an existing coupon
Update customer
Updates the details of an existing customer
Update subscription
Updates the details of an existing subscription
Update coupon status
Updates the status of the specified coupon
Update estimate
Updates the details of an existing estimate
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch plan
Fetches the details of an existing plan by code or name
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch customer
Fetches the details of an existing customer
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch coupon
Fetches the details of an existing coupon by code or name
Fetch addon
Fetches the details of an existing addon by code or name
Pause subscription
Pauses the specified subscription
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch subscription
Fetches the details of an existing subscription
Resume subscription
Resumes the specified subscription
Extend subscription
Extends the specified subscription
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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.
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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Technical Engineer, Master Liveaboards
