
When this happens...

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
Enable Integrations or automations with these events of rolldog and Zoho Billing
Triggers when a new subscription is created
Triggers when customer is created
Triggers when new product is created
Triggers when new invoice is created
Triggers when subscription is cancelled
Triggers when a customer is updated.
Create an invoice for a customer with items, shipping, adjustments, and payment options.
Update an invoice's items, notes, and terms.
Creates a new customer.
Create a subscription for a customer
Create an estimate for a customer including items, quantities, prices, discounts, and terms.
Update a customer's details, addresses, and custom fields.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your rolldog and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in rolldog triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how rolldog 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 rolldog 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 rolldog 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.
Rolldog is a CRM designed to manage your business relationships, increase revenue and boost sales effectiveness.
Learn MoreZoho 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 More