Integrate Zoho Billing with Zoho Cliq

Send information between Zoho Billing and Zoho Cliq automatically, without writing any code, using Zoho Flow.

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Send a notification to the team through Zoho Cliq upon receiving a new payment in Zoho Billing

Streamline your payment status updates and eliminate manual checks with business communication software. This flow will trigger a private channel notification in Zoho Cliq for each new payment received in Zoho Billing.

How it works
  1. The flow triggers when a payment is processed successfully in Zoho Billing.
  2. Zoho Flow message as a bot on the specified channel in Zoho Cliq.
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Send a notification to the team through Zoho Cliq upon receiving a new payment in Zoho Billing

Zoho Billing + Zoho Cliq

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Supported triggers and actions

Integrate Zoho Billing and Zoho Cliq using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 canceled

Triggers when a subscription is canceled

Subscription reactivated

Triggers when a subscription is reactivated

Payment failed

Triggers when there is an error in processing a payment

Subscription deleted

Triggers when a subscription is deleted

Payment method removed

Triggers when an existing payment method is removed

Subscription renewed

Triggers when a subscription is renewed

Subscription billing date updated

Triggers when the billing date of a subscription is updated

Subscription to be renewed

Triggers 5 days before a subscription is to be renewed

Subscription created

Triggers when a new subscription is created

Subscription expired

Triggers when a subscription expires

Subscription downgraded

Triggers when a subscription is downgraded

Subscription expiry date updated

Triggers when the expiry date of a subscription is updated

Estimate updated

Triggers when the details of an existing estimate are updated

Subscription updated

Triggers when the details of an existing subscription are updated

Subscription upgraded

Triggers when an existing subscription is upgraded

Estimate created

Triggers when a new estimate is created

Payment method added

Triggers when a new payment method is added

Subscription marked as unpaid

Triggers when a subscription is marked as unpaid

Card added

Triggers when a new card is added

Invoice created

Triggers when a new invoice is created

Subscription paused

Triggers when a subscription is paused

Payment successful

Triggers when a payment is processed successfully

Product created

Triggers when a new product is created

Subscription activated

Triggers when a new subscription is activated

New channel added

Triggers when a new channel is created in your organization

All Actions - Actions are the automated tasks

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

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

Send customer statement

Sends an existing customer statement to the specified email addresses

Create coupon

Creates a new coupon

Create customer

Creates a new customer

Update next billing date

Updates the next billing date of an existing subscription

Update estimate status

Updates the status of an existing estimate

Create subscription estimate

Creates a new subscription estimate

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Create subscription

Creates a new subscription

Update customer

Updates the details of an existing customer

Update coupon

Updates the details of an existing coupon

Update coupon status

Updates the status of the specified coupon

Update item

Updates the details of an existing item

Update estimate

Updates the details of an existing estimate

Update subscription

Updates the details of an existing subscription

Pause subscription

Pauses the specified subscription

Fetch plan

Fetches the details of an existing plan by code or name

Fetch addon

Fetches the details of an existing addon by code or name

Fetch customer

Fetches the details of an existing customer

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch estimate

Fetches the details of an existing estimate by ID or estimate number or reference number

Fetch subscription

Fetches the details of an existing subscription

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch scheduled changes

Fetches the scheduled changes of an existing subscription

Resume subscription

Resumes the specified subscription

Fetch item

Fetches the details of an existing item by ID or name or SKU

Extend subscription

Extends the specified subscription

Add channel member

Adds a new channel member

Pin message

Pin an existing message in a conversation using message ID

Message user

Sends a message to the specified user

Add bot in a channel

Adds a bot to the selected channel

Message to bot

Sends a message to the selected bot

Create channel

Creates a new channel

Post card to channel

Posts a card to the specified channel

Message as bot on channel

Message as a bot on the specified channel

Create thread

Creates a new thread using message ID

Add user status

Adds the specified status to an existing user

Delete channel

Deletes the selected channel

Message in channel

Posts a message in a channel

Message as bot to user

Posts a message as a bot to the specified user

Archive channel

Archives the selected channel

Unarchive channel

Unarchives the selected channel

Update channel

Updates the details of an existing channel

Message as bot

Posts message as the specified bot in the selected chat or channel

Post card to chat

Posts a card to the specified chat

Update channel member role

Updates the role of a channel member

Fetch team

Fetches the details of an existing team by name

Fetch user by name or email

Fetches an existing user by name or email address

Fetch channel

Fetches the details of an existing channel by name

Remove channel member

Removes the specified member from the selected channel

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.

What is Zoho Cliq?

Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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