Integrate Bigin by Zoho CRM with Zoho Billing
Send information between Bigin by Zoho CRM and Zoho Billing automatically, without writing any code, using Zoho Flow.
Build your own integrations between Bigin by Zoho CRM and Zoho Billing
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho Billing using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a new note is added
Contact created or updated
Triggers when a new contact is created or updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company updated
Triggers when any detail of an existing company is updated
Event updated
Triggers when any detail of an existing event is updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Contact updated
Triggers when any detail of an existing contact is updated
Contact created
Triggers when a new contact is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Event created
Triggers when a new event is created
Product updated
Triggers when any detail of an existing product is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Product created
Triggers when a new product is created
Pipeline record created
Triggers when a new pipeline record is created
User added
Triggers when a new user is added
Call updated
Triggers when any detail of an existing call is updated
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Plan updated
Triggers when any detail of an existing plan is updated
Plan added
Triggers when a new plan is added
Payment method added
Triggers when a new payment method is added
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Subscription activated
Triggers when a new subscription is activated
Subscription deleted
Triggers when a subscription is deleted
Product created
Triggers when a new product is created
Subscription updated
Triggers when the details of an existing subscription are updated
Estimate updated
Triggers when the details of an existing estimate are updated
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Subscription upgraded
Triggers when an existing subscription is upgraded
Subscription canceled
Triggers when a subscription is canceled
Invoice created
Triggers when a new invoice is created
Card added
Triggers when a new card is added
Subscription renewed
Triggers when a subscription is renewed
Payment method removed
Triggers when an existing payment method is removed
Payment failed
Triggers when there is an error in processing a payment
Subscription expired
Triggers when a subscription expires
Subscription created
Triggers when a new subscription is created
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription downgraded
Triggers when a subscription is downgraded
Payment successful
Triggers when a payment is processed successfully
Subscription resumed
Triggers when a subscription is resumed
Estimate created
Triggers when a new estimate is created
Subscription paused
Triggers when a subscription is paused
Subscription reactivated
Triggers when a subscription is reactivated
Payment method updated
Triggers when the details of an existing payment method are updated
Payment refunded
Triggers when a payment is refunded to a customer
Invoice updated
Triggers when any detail of an existing invoice is updated
All Actions - Actions are the automated tasks
Send email
Sends an email to the specified contact
Create event
Creates a new event
Create or update company
Creates a new company or updates the details of the company if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Create or update product
Creates a new product or updates the details of an existing product
Create task
Creates a new task
Create user
Creates a new user
Create tag
Creates a new tag in the selected module
Add tag to record
Adds a tag to the specified record
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create call
Creates a new call
Remove tag from record
Removes an existing tag from the specified record
Add note
Adds a note to the selected module
Update task
Updates the details of an existing task
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Add product to pipeline record
Adds a product to the selected pipeline record
Update pipeline record
Updates the details of an existing pipeline record
Update user
Updates the existing user
Update contact
Updates the details of an existing contact
Update call
Updates the details of an existing call
Update event
Updates the details of an existing event
Fetch task
Fetches the details of an existing task by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch user
Fetches the details of an existing user by email address or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Update next billing date
Updates the next billing date of an existing subscription
Associate coupon
Associates a coupon with the selected subscription
Record customer payment
Records a payment for an existing customer invoice
Send estimate
Sends an existing estimate to the specified recipients
Enable portal access
Enables portal access for the specified customer
Create item
Creates a new item
Create subscription estimate
Creates a new subscription estimate
Create coupon
Creates a new coupon
Create subscription
Creates a new subscription
Cancel subscription
Cancels the specified subscription
Update estimate status
Updates the status of an existing estimate
Create invoice
Creates a new invoice
Send customer statement
Sends an existing customer statement to the specified email addresses
Create customer
Creates a new customer
Create estimate
Creates a new estimate
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Update customer
Updates the details of an existing customer
Update subscription
Updates the details of an existing subscription
Update coupon
Updates the details of an existing coupon
Update item
Updates the details of an existing item
Update coupon status
Updates the status of the specified coupon
Resume subscription
Resumes the specified subscription
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 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
Fetch plan
Fetches the details of an existing plan by code or name
Fetch customer
Fetches the details of an existing customer
Pause subscription
Pauses the specified subscription
Fetch subscription
Fetches the details of an existing subscription
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch addon
Fetches the details of an existing addon by code or name
Extend subscription
Extends the specified subscription
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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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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