Connect Zoho Billing and Solve CRM
Integrate Zoho Billing with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when New Subscription in Zoho Billing
Create a Contact in Solve CRM when New Subscription in Zoho Billing
List Contact in Solve CRM when New Subscription in Zoho Billing
List Ownership in Solve-crm when New Subscription in Zoho Billing
List Category Tags from Solve CRM when New Subscription in Zoho Billing
Popular Zoho Billing + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Billing
When this happens...
New Subscription
New Customer
New Product
New Invoice
Cancel Subscription
Update Customer
Updated Invoice
Invoice Voided
Subscription Updated
Subscription Reactivated
New Project Created
New Quote Created
Payment Received
Failed Payment
Invoice Paid
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when New Subscription in Zoho Billing
Use this flowCreate a Contact in Solve CRM when New Subscription in Zoho Billing
Use this flowList Contact in Solve CRM when New Subscription in Zoho Billing
Use this flowList Ownership in Solve-crm when New Subscription in Zoho Billing
Use this flowList Category Tags from Solve CRM when New Subscription in Zoho Billing
Use this flowList Fields in Solve-crm when New Subscription in Zoho Billing
Use this flowCreate a Company in Solve360 when New Customer in Zoho Billing
Use this flowCreate a Contact in Solve CRM when New Customer in Zoho Billing
Use this flowList Contact in Solve CRM when New Customer in Zoho Billing
Use this flowList Ownership in Solve-crm when New Customer in Zoho Billing
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Billing and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
New Invoice
Triggers when new invoice is created
Cancel Subscription
Triggers when subscription is cancelled
Update Customer
Triggers when a customer is updated.
Do thisActions
Action is the task that follows automatically within your Zoho Billing integrations.
Create Invoice
Create an invoice for a customer with items, shipping, adjustments, and payment options.
Update invoice
Update an invoice's items, notes, and terms.
Create or Update Customer
Creates a new customer.
Create an estimate
Create an estimate for a customer including items, quantities, prices, discounts, and terms.
Update customer
Update a customer's details, addresses, and custom fields.
Find Invoice
Retrieve's existing invoice details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Zoho Billing and Solve CRM free
No credit card required. Set up your first workflow in minutes.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Billing and Solve CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Billing and Solve CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Solve CRM. No coding required.
Yes. You can set up a workflow where Zoho Billing triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Zoho Billing. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Billing and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Billing and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
