
When this happens...
New Sbscription
New Customer
New Product
New Invoice
Cancel Subscription
Update Customer
Updated Invoice
Void Invoice
Update Subscription
Subscription Reactivate
New Project
New Quote
Payment Sucess
Payment Failure
invoice is paid

Automatically do this!
Add Lead to campaign
Search Lead
Add Recipient to Unsubscribe List
Resume Lead From All Campaigns
Remove Lead From Unsubscribe
Remove Lead From Campaign
Pause Lead From All Campaign
Unsubscribe a Lead
Mark a Lead From One Campaign as Not Interested
Mark a Lead From One Campaign as Interested
Update Lead From Campaign
Get User Information
Get Lead by email or Id
Export Campaign Leads
Create Lead in Campaign
Create Campaign
Get Campaigns
Pause Campaign
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your Zoho Billing integrations.
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Zoho Billing and Lemlist accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in Lemlist (or vice versa).
Absolutely. You can customize how Zoho Billing data is recorded in Lemlist. This includes choosing which data fields go into which fields of Lemlist, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Billing and Lemlist 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 Lemlist. 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 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 Morelemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.
Learn More