Connect Zoho Billing and SmartTask to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Billing
Choose an Action
Automatically do this!
List Organizations
Create Task
List User
List Project
Add Comment to Task
Create Contact
Complete a Task
Ready to use Zoho Billing and SmartTask automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
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 SmartTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in SmartTask (or vice versa).
Absolutely. You can customize how Zoho Billing data is recorded in SmartTask. This includes choosing which data fields go into which fields of SmartTask, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Billing and SmartTask 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 SmartTask. 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 SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
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