Connect Zoho Billing and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Billing
Choose an Action
Automatically do this!
Create Contact
Create Custom Field
Update Contact
Get Contact
Create Deal
Get Deal
Create Document
Update Document
Get Document
Ready to use Zoho Billing and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Create a new sales deal in Ploomes to track an opportunity with details such as title, value, and status.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Create Contact
Create a new contact record in Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and link it to a CRM record (contact, deal, or company).
Update Document
Update an existing document in Ploomes CRM to change its content or metadata.
Do thisActions
Action is the task that follows automatically within your Zoho Billing integrations.
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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Frequently Asked Questions
To start, connect both your Zoho Billing and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Zoho Billing data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Billing and Ploomes 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 Ploomes. 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 Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
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