Integrate Zoho Billing with Zoho Projects
Send information between Zoho Billing and Zoho Projects automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho Billing and Zoho Projects
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Supported triggers and actions
Integrate Zoho Billing and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 created
Triggers when a new subscription is created
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
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
Payment successful
Triggers when a payment is processed successfully
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
Subscription resumed
Triggers when a subscription is resumed
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
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task list completed
Triggers when a task list is marked as completed
Task list created
Triggers when a new task list is created
Comment added
Triggers when a new comment is added to the selected task
Overdue task in project
Triggers when a task in the selected project becomes overdue
Event created
Triggers when a new event is created
Bug submitted
Triggers when a new bug/issue is submitted
Milestone updated in a portal
Triggers when a milestone is updated in a portal
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
Project updated
Triggers when the details of an existing project are updated
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone created
Triggers when a new milestone is created
Bug updated
Triggers when the details of an existing bug/issue are updated
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Project comment added
Triggers when a new comment is added in the selected project
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task created in project
Triggers when a new task is created in the selected project
Milestone updated
Triggers when a milestone is updated in a project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Task completed
Triggers when a task is completed in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created in the selected portal
All Actions - Actions are the automated tasks
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
Create customer
Creates a new customer
Create coupon
Creates a new coupon
Record customer payment
Records a payment for an existing customer invoice
Enable portal access
Enables portal access for the specified customer
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
Create item
Creates a new item
Cancel subscription
Cancels the specified subscription
Associate coupon
Associates a coupon with the selected 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
Update subscription
Updates the details of an existing subscription
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch subscription
Fetches the details of an existing subscription
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch addon
Fetches the details of an existing addon by code or name
Resume subscription
Resumes the specified subscription
Fetch customer
Fetches the details of an existing customer
Pause subscription
Pauses the specified subscription
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch plan
Fetches the details of an existing plan by code or name
Fetch coupon
Fetches the details of an existing coupon by code or name
Extend subscription
Extends the specified subscription
Add comment to bug
Adds a new comment to the selected bug
Add comment
Adds a comment to the selected task
Add followers to task
Adds the specified users as followers to an existing task
Create event
Creates a new event
Create task list
Creates a new task list
Create time log for task
Creates a time log for the selected task
Create general time log
Creates a general time log for the selected project
Create comment in project
Creates a new comment in the selected project
Add user to project
Adds a user to the selected project
Add client company
Creates a new client company
Create milestone
Creates a new milestone
Add existing client company to a project
Adds an existing client company to a project
Add client to project
Adds a client to the selected project
Create task
Creates a new task
Submit bug
Submits a new bug/issue
Create subtask
Creates a new subtask in the selected task
Create issue time log
Creates a time log for the selected issue
Associate project with a team
Associates a project with the selected team
Create project
Creates a new project
Update task or subtask
Updates the details of an existing task or subtask for the specified ID
Update task time log
Updates the details of an existing task time log
Complete milestone
Completes an existing milestone
Update bug
Updates the details of an existing bug/issue
Approve timelog
Approves a general timelog
Update project
Updates the details of an existing project
Update issue time log
Updates the details of an existing issue time log
Update task list
Updates the details of a task list using its ID
Approve task timelog
Approves a task timelog
Update client company
Updates the details of an existing client company
Update general time log
Updates the details of an existing general time log
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch task
Fetches the details of an existing task by name
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch task list
Fetches the details of an existing task list by name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch project status
Fetches the status of a project by name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch user in portal
Fetches the details of a user in the selected portal using email address
Fetch tag
Fetches the specified tag using 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.
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What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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