Integrate Zoho Billing with Zoho Vault
Send information between Zoho Billing and Zoho Vault automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Billing and Zoho Vault using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Subscription canceled
Triggers when a subscription is canceled
Customer updated
Triggers when the details of an existing customer are updated
Subscription renewed
Triggers when a subscription is renewed
Payment failed
Triggers when there is an error in processing a payment
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Estimate created
Triggers when a new estimate is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Invoice created
Triggers when a new invoice is created
Subscription downgraded
Triggers when a subscription is downgraded
Card added
Triggers when a new card is added
Estimate updated
Triggers when the details of an existing estimate are updated
Subscription updated
Triggers when the details of an existing subscription are updated
Payment method removed
Triggers when an existing payment method is removed
Customer created
Triggers when a new customer is created
Subscription reactivated
Triggers when a subscription is reactivated
Subscription expired
Triggers when a subscription expires
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Product created
Triggers when a new product is created
Plan added
Triggers when a new plan is added
Subscription resumed
Triggers when a subscription is resumed
Payment refunded
Triggers when a payment is refunded to a customer
Subscription upgraded
Triggers when an existing subscription is upgraded
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription paused
Triggers when a subscription is paused
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Payment method added
Triggers when a new payment method is added
Payment successful
Triggers when a payment is processed successfully
Plan updated
Triggers when any detail of an existing plan is updated
Subscription deleted
Triggers when a subscription is deleted
Subscription created
Triggers when a new subscription is created
Subscription activated
Triggers when a new subscription is activated
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create item
Creates a new item
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Create estimate
Creates a new estimate
Send invoice
Sends an existing invoice to the specified recipients
Enable portal access
Enables portal access for the specified customer
Create subscription
Creates a new subscription
Cancel subscription
Cancels the specified subscription
Record customer payment
Records a payment for an existing customer invoice
Create invoice
Creates a new invoice
Create subscription estimate
Creates a new subscription estimate
Renew subscription
Renews an existing subscription
Associate coupon
Associates a coupon with the selected 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 estimate
Sends an existing estimate to the specified recipients
Create coupon
Creates a new coupon
Send customer statement
Sends an existing customer statement to the specified email addresses
Update coupon
Updates the details of an existing coupon
Update invoice
Updates the details of an existing invoice
Update item
Updates the details of an existing item
Update estimate
Updates the details of an existing estimate
Update coupon status
Updates the status of the specified coupon
Update subscription
Updates the details of an existing subscription
Update customer
Updates the details of an existing customer
Fetch plan
Fetches the details of an existing plan by code or name
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch customer
Fetches the details of an existing customer
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Pause subscription
Pauses the specified subscription
Fetch addon
Fetches the details of an existing addon by code or name
Fetch coupon
Fetches the details of an existing coupon by code or name
Resume subscription
Resumes the specified subscription
Fetch subscription
Fetches the details of an existing subscription
Extend subscription
Extends the specified subscription
Share folder with users
Shares the selected folder with the specified users
Share password with user groups
Shares the selected password with the specified user groups
Share folder to group
Shares the selected folder to the specified group
Share password with users
Shares the selected password with the specified users
Create folder
Creates a new folder
Stop sharing password with users
Stop sharing the selected password with the specified users
Stop sharing password with user groups
Stop sharing the selected password with the selected user groups
Stop sharing folder with users
Stop sharing the selected folder with the specified users
Fetch user - By name
Fetches the details of an existing user by name
Fetch user group
Fetches the details of an existing user group by name
Fetch folder
Fetches the details of an existing folder by name
Fetch user - By email address
Fetches the details of an existing user using email address
Fetch password
Fetches an existing password by name
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
What is Zoho Vault?
Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere.
Similar apps
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