
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!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
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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.

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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 Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how Zoho Billing data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Billing and Raynet CRM 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 Raynet CRM. 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 MoreRaynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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