Connect Zoho Billing and Upkeep to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Billing
Choose an Action
Automatically do this!
Get All Users
List Users
List Locations
List Parts
List Assets
List Custom Fields
List Work Order Custom Fields
List Work Orders
List Meters
List WorkOrder Cost Categories
Create Work Order
Update Purchase Order
List Purchase Order
Enable Integrations or automations with these events of Zoho Billing and Upkeep
Enable Integrations or automations with these events of Zoho Billing and Upkeep
Actions
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 Upkeep accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in Upkeep (or vice versa).
Absolutely. You can customize how Zoho Billing data is recorded in Upkeep. This includes choosing which data fields go into which fields of Upkeep, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Billing and Upkeep 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 Upkeep. 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 Upkeep
Upkeep is a leading maintenance management software designed to streamline work orders, manage assets, and improve overall operational efficiency. Ideal for facilities, property, and asset management, Upkeep helps teams stay organized and productive.
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