Connect Campaign Monitor and Zoho Billing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber
New Unsubscriber
Choose an Action
Automatically do this!
Create Invoice
Update invoice
Create or Update Customer
Create an estimate
Update customer
Find Invoice
Find Customer
Create a Item
Record Payment
Create Product
Create a subscription plan
Fetch Subscription
Add Charge
Cancel a subscription
Cancel invoice write-off
Create credit note
Send invoice by email
Fetch Customer
Void an invoice
Write off an invoice
Update subscription
Ready to use Campaign Monitor and Zoho Billing automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to a designated list.
New Unsubscriber
Triggers when a subscriber unsubscribes from a list.
New Subscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
New Invoice
Triggers when new invoice is created
Do thisActions
Action is the task that follows automatically within your Campaign Monitor integrations.
Add Subscriber
Adds a new subscriber to a specified list, including custom field data if provided.
Unsubscribe
Remove a subscriber from a list.
Create Draft Campaign
Create and save a campaign draft with subject, content, and selected audience for review and later sending.
List Clients
list all existing clients
Get Billing Details
Get the billing details for your account.
Update a Subscriber
Update a subscriber to a specified list.
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Frequently Asked Questions
To start, connect both your Campaign Monitor and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Campaign Monitor triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Campaign Monitor data is recorded in Zoho Billing. This includes choosing which data fields go into which fields of Zoho Billing, setting up custom formats, and filtering out unwanted information.
The data sync between Campaign Monitor and Zoho Billing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Campaign Monitor and Zoho Billing. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Campaign Monitor
Campaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
Learn MoreAbout Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
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