Integrate Zoho Billing with Excel
Send information between Zoho Billing and Excel automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and Excel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Subscription renewed
Triggers when a subscription is renewed
Subscription downgraded
Triggers when a subscription is downgraded
Plan added
Triggers when a new plan is added
Payment method removed
Triggers when an existing payment method is removed
Subscription reactivated
Triggers when a subscription is reactivated
Payment failed
Triggers when there is an error in processing a payment
Payment refunded
Triggers when a payment is refunded to a customer
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription resumed
Triggers when a subscription is resumed
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Payment successful
Triggers when a payment is processed successfully
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Subscription paused
Triggers when a subscription is paused
Subscription deleted
Triggers when a subscription is deleted
Subscription activated
Triggers when a new subscription is activated
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Product created
Triggers when a new product is created
Subscription canceled
Triggers when a subscription is canceled
Plan updated
Triggers when any detail of an existing plan is updated
Invoice created
Triggers when a new invoice is created
Payment method added
Triggers when a new payment method is added
Subscription updated
Triggers when the details of an existing subscription are updated
Card added
Triggers when a new card is added
Estimate created
Triggers when a new estimate is created
Estimate updated
Triggers when the details of an existing estimate are updated
Subscription expired
Triggers when a subscription expires
Subscription upgraded
Triggers when an existing subscription is upgraded
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription created
Triggers when a new subscription is created
Row added in site
Triggers when a new row is added to a spreadsheet in site
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added to the bottom of the selected worksheet
All Actions - Actions are the automated tasks
Create coupon
Creates a new coupon
Create customer
Creates a new customer
Record customer payment
Records a payment for an existing customer invoice
Create item
Creates a new item
Send estimate
Sends an existing estimate to the specified recipients
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Enable portal access
Enables portal access for the specified customer
Cancel subscription
Cancels the specified subscription
Associate coupon
Associates a coupon with the selected subscription
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create subscription
Creates a new subscription
Update next billing date
Updates the next billing date of an existing subscription
Update estimate status
Updates the status of an existing estimate
Send customer statement
Sends an existing customer statement to the specified email addresses
Create subscription estimate
Creates a new subscription estimate
Update subscription
Updates the details of an existing subscription
Update coupon status
Updates the status of the specified coupon
Update item
Updates the details of an existing item
Update invoice
Updates the details of an existing invoice
Update estimate
Updates the details of an existing estimate
Update customer
Updates the details of an existing customer
Update coupon
Updates the details of an existing coupon
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Resume subscription
Resumes the specified subscription
Fetch subscription
Fetches the details of an existing subscription
Fetch addon
Fetches the details of an existing addon by code or name
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch customer
Fetches the details of an existing customer
Fetch plan
Fetches the details of an existing plan by code or name
Pause subscription
Pauses the specified subscription
Fetch coupon
Fetches the details of an existing coupon by code or name
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
Extend subscription
Extends the specified subscription
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Update row in site
Updates the details of an existing row in an excel sheet from your site
Add row
Adds a new row to the bottom of the selected worksheet
Add row in site
Adds a new row to the selected spreadsheet in your site
Update row
Updates the details of an existing row
Find row
Finds a row based on column value
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
Find row in site
Finds a row from a spreadsheet in your site
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.
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What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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Custom functions
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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