Connect Raynet CRM and Zoho Billing to Build Intelligent Automations
Choose a Trigger
When this happens...
Trigger Record
Choose an Action
Automatically do this!
Create invoice
Update invoice
Create Customer
Create subscription
Create an estimate
Update customer
Find Invoice
Find Customer
Create a product
Record Payment
Create a 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
Void an invoice
Ready to use Raynet CRM and Zoho Billing automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger Record
Triggers when a record is updated , created or deleted
New Sbscription
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
Cancel Subscription
Triggers when subscription is cancelled
Do thisActions
Action is the task that follows automatically within your Raynet CRM integrations.
Modifying Call
Modifying call data
Modifying Event
Modifying event data
Modifying Letter
Modifying letter data
Modifying Task
Modifying task data
Modifying Deal
Modifying deal data
Modifying Price List
Modifying price list data
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Frequently Asked Questions
To start, connect both your Raynet CRM and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Raynet CRM 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 Raynet CRM 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 Raynet CRM 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 Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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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