Connect Zoho Mail and Zoho Billing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email
New Email Matching Search
New Tagged Email
Choose an Action
Automatically do this!
Create Invoice
Update an Invoice
Create Customer
Update Customer
Find Invoice
Find Customer
Create New Item
Record Payment
Ready to use Zoho Mail and Zoho Billing automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when you recieve a new email.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
New Tagged Email
Triggers when a new email is received and you tag it within two days.
Do thisActions
Action is the task that follows automatically within your Zoho Mail integrations.
Create Draft
Create a new draft mail.
Create Folder
Creates a new folder.
Create Label
Creates a new label in zoho mail.
Send Mail
Send a new email.
Create New Task
Creates a new task
Get all User Signature
Get a list of all user signature.
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Frequently Asked Questions
To start, connect both your Zoho Mail and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Zoho Mail 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 Mail 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 Mail 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 Mail
Zoho Show is a powerful online presentation tool that allows users to create, collaborate, and deliver stunning presentations.
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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