Connect Zoho Books and Zoho Billing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sales Invoice
New Updated Sales Invoice
Choose an Action
Automatically do this!
Create invoice
Update invoice
Create Customer
Create subscription
Create an estimate
Update customer
Find Invoice
Find Customer
Create a product
Record Payment
Create a product
Create a subscription plan
Fetch Subscription
Add Charge
Cancel a subscription
Cancel invoice write-off
Create credit note
Send invoice by email
Fetch Customer
Void an invoice
Write off an invoice
Update subscription
Void an invoice
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
New Sbscription
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
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Get all Invoices
Get a list of all invoices.
Know More About Zoho Books and Zoho Billing Integrations
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Frequently Asked Questions
To start, connect both your Zoho Books and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in Zoho Billing. This includes choosing which data fields go into which fields of Zoho Billing, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and Zoho Billing 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 Books and Zoho Billing. 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 Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreAbout 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.
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