IntegrationsZoho BillingClose
Zoho Billing + Close

Connect Zoho Billing and Close to Build Intelligent Automations

Choose a Trigger

Zoho Billing

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Zoho Billing integrations.

Create Invoice

Create Invoice

Creates a new invoice.

Update an Invoice

Update an Invoice

Updates an existing invoice by its id.

Create Customer

Create Customer

Creates a new customer.

Update Customer

Update Customer

Update an existing customer.

Find Invoice

Find Invoice

Retrieve's existing invoice details.

Find Customer

Find Customer

Get an existing customer’s details.

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Frequently Asked Questions

How do I start an integration between Zoho Billing and Close?

To start, connect both your Zoho Billing and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in Close (or vice versa).

Can we customize how data from Zoho Billing is recorded in Close?

Absolutely. You can customize how Zoho Billing data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Billing and Close?

The data sync between Zoho Billing and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Billing to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Billing and Close?

Yes, you can set conditional logic to control the flow of data between Zoho Billing and Close. 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.

Zoho Billing

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.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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