Connect Zoho Billing and Coach Catalyst to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Billing
Choose an Action
Automatically do this!
- Request a new Action for Coach Catalyst
Enable Integrations or automations with these events of Zoho Billing and Coach Catalyst
Enable Integrations or automations with these events of Zoho Billing and Coach Catalyst
Actions
Create Invoice
Creates a new invoice.
Update an Invoice
Updates an existing invoice by its id.
Create Customer
Creates a new customer.
Update Customer
Update an existing customer.
Find Invoice
Retrieve's existing invoice details.
Find Customer
Get an existing customer’s details.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Zoho Billing and Coach Catalyst accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in Coach Catalyst (or vice versa).
Absolutely. You can customize how Zoho Billing data is recorded in Coach Catalyst. This includes choosing which data fields go into which fields of Coach Catalyst, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Billing and Coach Catalyst 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 Zoho Billing and Coach Catalyst. 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 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 MoreAbout Coach Catalyst
Coach Catalyst is a coaching platform that helps you keep clients accountable.
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