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
- The flow triggers when a payment is processed successfully in Zoho Billing.
- Zoho Flow message as a bot on the specified channel in Zoho Cliq.
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 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
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
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
Payment failed
Triggers when there is an error in processing a payment
Subscription canceled
Triggers when a subscription is canceled
Subscription deleted
Triggers when a subscription is deleted
Subscription reactivated
Triggers when a subscription is reactivated
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 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
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
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
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create subscription
Creates a new subscription
Create customer
Creates a new customer
Send customer statement
Sends an existing customer statement to the specified email addresses
Update estimate status
Updates the status of an existing estimate
Create coupon
Creates a new coupon
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
Create subscription estimate
Creates a new subscription estimate
Update next billing date
Updates the next billing date of an existing subscription
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 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 customer
Fetches the details of an existing customer
Fetch invoice by ID
Fetches the details of an existing invoice by ID
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
Resume subscription
Resumes the specified subscription
Fetch item
Fetches the details of an existing item by ID or name or SKU
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
Extend subscription
Extends the specified subscription
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
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
Message as bot to user
Posts a message as a bot to the specified user
Add user status
Adds the specified status to an existing user
Add channel member
Adds a new channel member
Message in channel
Posts a message in a channel
Delete channel
Deletes the selected channel
Update channel
Updates the details of an existing channel
Archive channel
Archives the selected channel
Post card to chat
Posts a card to the specified chat
Unarchive channel
Unarchives the selected channel
Update channel member role
Updates the role of a channel member
Message as bot
Posts message as the specified bot in the selected chat or channel
Fetch channel
Fetches the details of an existing channel by name
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
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.
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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.
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Learn more >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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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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