Connect Zoho Billing to Folderit Dms

Both apps 63Zoho Billing 41Folderit Dms 22

• 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 entity tasks

  Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item.

• Action
  Add file

  /v2/accounts/{accountUid}/files/upload - upload new file/version.

• Action
  Add folder

  /v2/accounts/{accountUid}/folders - create a folder/section.

• Action
  Add group

  Creates a new user group in a Folderit account.

• Action
  Add share

  Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link.

• Action
  Add tag

  Creates a new tag in a Folderit account, optionally nested under an existing parent tag.

• Action
  Add tags to file

  /v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file.

• Action
  Add team user

  Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country.

• Action
  Delete file

  Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details.

• Action
  Delete folder

  /v2/accounts/{accountUid}/folders/{folderUid}.

• Action
  Find files

  Searches the files of a Folderit account by text and optional filters, returning the matching files.

• Action
  Get entity tasks

  Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder.

• Action
  Get file download link

  /v2/accounts/{accountUid}/files/{fileUid}/download - returns download link.

• Action
  Get folder

  /v2/accounts/{accountUid}/folders/{folderUid} - folder info.

• Action
  List accounts

  Lists the Folderit accounts available to the connected user, optionally filtered by name or ownership.

• Action
  List files

  Lists the files directly inside a Folderit folder or section.

• Action
  List folders

  Lists the subfolders directly inside a Folderit folder or section.

• Action
  List groups

  Lists the user groups in a Folderit account.

• Action
  List tags

  Lists all tags in a Folderit account.

• Action
  List team users

  Lists the team users of a Folderit account, optionally filtered by email address.

• Action
  Update file

  Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end.

• Action
  Update folder

  /v2/accounts/{accountUid}/folders/{folderUid} - update folder.

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