Connect Nutshell and Zoho Billing
Integrate Nutshell with Zoho Billing to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Invoice By Email via Zoho Billing when New Lead Marked Won in Nutshell
List Custom Fields For Leads from Nutshell when Updated Subscription Reactivated in Zoho Billing
Fetch Customer from Zoho Billing when New Lead Marked Won in Nutshell
Send Invoice By Email via Zoho Billing when New Lead Created in Nutshell
Create Subscription Plan in Zoho Billing when New Lead Created in Nutshell
Popular Nutshell + Zoho Billing flows
Start from a real workflow other teams are already running.
Choose a trigger
Nutshell
When this happens...
New Lead Created
New Lead Marked Won
Choose an action
Zoho Billing
Automatically do this!
Update invoice
Create Customer
Create Subscription
Create an estimate
Update Customer
Find Invoice
Find Customer
Create a Item
Record Payment
Create Product
Create Subscription Plan
Get Subscription
Add Coupon to Subscription
Create Subscription Charge
Cancel Subscription
Cancel Invoice Write-Off
Create credit note
Send Invoice By Email
Fetch Customer
Void an invoice
Write Off Invoice
Remove Coupon from Subscription
Update subscription
Void Invoice
List Items
List Customers
Delete Subscription
Delete Customer
List Subscriptions
Delete Invoice
LIst Invoices
Send Invoice By Email via Zoho Billing when New Lead Marked Won in Nutshell
Use this flowList Custom Fields For Leads from Nutshell when Updated Subscription Reactivated in Zoho Billing
Use this flowFetch Customer from Zoho Billing when New Lead Marked Won in Nutshell
Use this flowSend Invoice By Email via Zoho Billing when New Lead Created in Nutshell
Use this flowCreate Subscription Plan in Zoho Billing when New Lead Created in Nutshell
Use this flowCreate Subscription in Zoho Billing when New Lead Created in Nutshell
Use this flowFetch Customer from Zoho Billing when New Lead Created in Nutshell
Use this flowCreate Subscription Charge in Zoho Billing when New Lead Marked Won in Nutshell
Use this flowUpdate Customer in Zoho Billing when New Lead Marked Won in Nutshell
Use this flowCreate Subscription Plan in Zoho Billing when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Nutshell and Zoho Billing.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
New Subscription
Runs when new subscription is created within a chosen time window.
New Customer Created
Runs when a customer is created
New Product Created
Runs when new product is created. You can set the polling interval (minutes).
New Invoice
Triggers when new invoice is created
Do thisActions
Action is the task that follows automatically within your Nutshell integrations.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
List Account Type
Get a list of all account types in a Nutshell instance.
List Activities
List all activities.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more
About 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.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nutshell and Zoho Billing accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Nutshell and Zoho Billing as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho Billing. No coding required.
Yes. You can set up a workflow where Nutshell triggers actions in Zoho Billing, and a separate workflow where Zoho Billing triggers actions in Nutshell. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Nutshell and Zoho Billing. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nutshell and Zoho Billing integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
