Integrate Zoho Projects with Zoho Billing
Send information between Zoho Projects and Zoho Billing automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Projects and Zoho Billing using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Milestone created
Triggers when a new milestone is created
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Project created
Triggers when a new project is created
Milestone updated
Triggers when a milestone is updated in a project
Bug updated
Triggers when the details of an existing bug/issue are updated
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Project comment added
Triggers when a new comment is added in the selected project
Milestone completed
Triggers when a milestone is marked as completed
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Event created
Triggers when a new event is created
Task list completed
Triggers when a task list is marked as completed
Task created in project
Triggers when a new task is created in the selected project
Task completed
Triggers when a task is completed in the selected portal
Task list created
Triggers when a new task list is created
Task created
Triggers when a new task is created in the selected portal
Comment added
Triggers when a new comment is added to the selected task
Bug submitted
Triggers when a new bug/issue is submitted
Overdue task in project
Triggers when a task in the selected project becomes overdue
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone updated in a portal
Triggers when a milestone is updated in a portal
Project updated
Triggers when the details of an existing project are updated
Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Estimate updated
Triggers when the details of an existing estimate are updated
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
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
Plan added
Triggers when a new plan is added
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
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
Payment successful
Triggers when a payment is processed successfully
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 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
Payment failed
Triggers when there is an error in processing a payment
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
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
All Actions - Actions are the automated tasks
Add followers to task
Adds the specified users as followers to an existing task
Create milestone
Creates a new milestone
Add comment
Adds a comment to the selected task
Add comment to bug
Adds a new comment to the selected bug
Create event
Creates a new event
Create general time log
Creates a general time log for the selected project
Add client company
Creates a new client company
Add user to project
Adds a user to the selected project
Add existing client company to a project
Adds an existing client company to a project
Associate project with a team
Associates a project with the selected team
Create time log for task
Creates a time log for the selected task
Create task list
Creates a new task list
Create comment in project
Creates a new comment in the selected project
Create task
Creates a new task
Create issue time log
Creates a time log for the selected issue
Create subtask
Creates a new subtask in the selected task
Create project
Creates a new project
Add client to project
Adds a client to the selected project
Submit bug
Submits a new bug/issue
Update project
Updates the details of an existing project
Update task time log
Updates the details of an existing task time log
Approve timelog
Approves a general timelog
Update bug
Updates the details of an existing bug/issue
Update issue time log
Updates the details of an existing issue time log
Update general time log
Updates the details of an existing general time log
Update client company
Updates the details of an existing client company
Update task or subtask
Updates the details of an existing task or subtask for the specified ID
Complete milestone
Completes an existing milestone
Approve task timelog
Approves a task timelog
Update task list
Updates the details of a task list using its ID
Fetch task list
Fetches the details of an existing task list by name
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch task status
Fetches the status of an existing task by task name
Fetch client company
Fetches a client company based on ID or name
Fetch project status
Fetches the status of a project by name
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch task
Fetches the details of an existing task by name
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
Renew subscription
Renews an existing 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
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
Update estimate status
Updates the status of an existing estimate
Associate coupon
Associates a coupon with the selected subscription
Update next billing date
Updates the next billing date of an existing subscription
Create customer
Creates a new customer
Cancel subscription
Cancels the specified subscription
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
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
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
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
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch coupon
Fetches the details of an existing coupon by code or name
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 plan
Fetches the details of an existing plan by code or name
Resume subscription
Resumes the specified subscription
Fetch subscription
Fetches the details of an existing subscription
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
Extend subscription
Extends the specified subscription
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.
Similar apps
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
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Owain ap Rees
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Rahul Roushan
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
