Connect Zoho Billing to BoldSign

Both apps 54Zoho Billing 41BoldSign 13

• Trigger
  Cancel Subscription

  Triggered when a subscription is cancelled

• Trigger
  New Credit Note

  Triggered when a new credit note is created

• Trigger
  New Customer

  Triggered when a new customer is created

• Trigger
  New Invoice

  Fires once for each new invoice created in the selected Zoho Billing organization.

• Trigger
  New Item

  Fires when a new item is added in Zoho Billing.

• Trigger
  New Quote

  Fires once for each new quote created in the selected Zoho Billing organization.

• Trigger
  New Subscription

  Fires once for each new subscription created in the selected Zoho Billing organization.

• Trigger
  Payment Failure

  Fires when an online payment attempt fails in Zoho Billing (for example a declined card charge).

• Trigger
  Payment Success

  Fires when a new successful customer payment is recorded in Zoho Billing.

• Trigger
  Subscription About to Renew

  Fires once per billing term for each live subscription that is scheduled to renew, carrying the date of its upcoming renewal.

• Trigger
  Subscription Activation

  Fires when a subscription is activated (becomes live) in the selected Zoho Billing organization.

• Trigger
  Updated Customer

  Triggered when a customer is created or updated.

• Trigger
  Updated Invoice

  Triggered when an invoice is created or updated.

• Trigger
  Void Invoice

  Fires once for each invoice that is voided in the selected Zoho Billing organization.

• Action
  Add Charge

  Charge a one-time amount against a Zoho Billing subscription. Creates an invoice for the charge, or adds it to the subscription's unbilled charges.

• Action
  Associate Coupon

  Applies a coupon to an existing subscription in Zoho Billing.

• Action
  Cancel Invoice WriteOff

  Cancels the write-off on an invoice in Zoho Billing, restoring its unpaid balance.

• Action
  Cancel Subcription

  Cancels a Zoho Billing subscription, either immediately or at the end of the current term.

• Action
  Create a New Quote

  Create a New Quote for a Customer

• Action
  Create Credit Note

  Creates a credit note for a customer in Zoho Billing.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create New Invoice

  Creates an invoice for a customer in Zoho Billing.

• Action
  Create New Item

  Create New Item for One time Invoices

• Action
  Create Subscription

  Creates a new subscription in Zoho Billing, either for an existing customer or for a new customer created in the same call.

• Action
  Disassociate Coupon

  Removes the coupon currently applied to a Zoho Billing subscription.

• Action
  Email an Invoice

  Emails an existing invoice to the recipients you specify, with your own subject and message.

• Action
  Fetch Customer

  Retrieve the details of an existing customer in Zoho Billing.

• Action
  Fetch Invoice

  Retrieve the details of a single invoice by its id.

• Action
  Fetch Subscription

  Retrieve the details of a subscription by its id.

• Action
  Find Customer

  Finds Zoho Billing customers whose email address matches the one supplied, returning the first match and the full list of matches.

• Action
  Find Invoice

  Returns the invoices whose invoice number matches the one you supply.

• Action
  Find Subscription

  Finds subscriptions by subscription number, customer, or reference, optionally narrowed by status.

• Action
  Invoice WriteOff

  Writes off the unpaid balance of a Zoho Billing invoice.

• Action
  Mark Invoice as Sent

  Marks a draft invoice as sent by changing its status to open, without emailing it to the customer.

• Action
  Postpone Renewal

  Postpones a subscription's next renewal (billing) date to a later date. No prorated charges are applied.

• Action
  Reactivate Subscription

  Reactivates a non-renewing Zoho Billing subscription so it keeps renewing for the given number of billing cycles.

• Action
  Update Customer

  Update an existing customer.

• Action
  Update Customer Status

  Marks a Zoho Billing customer as active or inactive.

• Action
  Update Invoice

  Update an existing invoice

• Action
  Update Subscription

  Updates the existing subscription

• Action
  Void Invoice

  Marks an invoice as void in Zoho Billing.

• Action
  Add contact

  Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.

• Action
  Delete contact

  Deletes a contact from your BoldSign organization by its contact ID.

• Action
  Delete document

  Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.

• Action
  Download document

  Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.

• Action
  Get contact

  Returns the details of a BoldSign contact — name, email, company, job title and phone number.

• Action
  Get document

  Returns the properties of a BoldSign document — its status, title, signers and timestamps.

• Action
  List contacts

  Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.

• Action
  List documents

  Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.

• Action
  List templates

  Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.

• Action
  Revoke document

  Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.

• Action
  Send document

  Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.

• Action
  Send document reminder

  Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.

• Action
  Update contact

  Updates an existing BoldSign contact's name, email, phone number, job title and company.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.