Connect SimpleCert and Zoho Billing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New Recipient Added
New Certificate Created
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 SimpleCert and Zoho Billing automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when new project created
New Recipient Added
Runs when new recipient added
New Certificate Created
Runs when certificate created
New Subscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
Do thisActions
Action is the task that follows automatically within your SimpleCert integrations.
Create New Project
Create a certificate project
Create Invoice
Create an invoice for a customer with items, shipping, adjustments, and payment options.
Update invoice
Update an invoice's items, notes, and terms.
Create or Update Customer
Creates a new customer.
Create an estimate
Create an estimate for a customer including items, quantities, prices, discounts, and terms.
Update customer
Update a customer's details, addresses, and custom fields.
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Frequently Asked Questions
To start, connect both your SimpleCert and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleCert triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how SimpleCert 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 SimpleCert 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 SimpleCert 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 SimpleCert
SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
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.
Learn More
