Connect Zoho Billing to Funil de Vendas

Both apps 54Zoho Billing 41Funil de Vendas 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 Activity

  Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas.

• Action
  Add Product

  Creates a new product in the catalog. See "Api Criação de produtos" doc.

• Action
  Delete Activity

  Deletes an activity in Funil de Vendas by its code.

• Action
  List Activity types

  Lists the activity types (categories) configured in the Funil de Vendas account.

• Action
  List Funnels

  Lists the sales funnels (pipelines) in the Funil de Vendas account.

• Action
  List Loss reasons

  Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account.

• Action
  List Sales channels

  Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc.

• Action
  List Segments

  Lists the company segments configured in the Funil de Vendas account.

• Action
  List Stages

  Lists the stages (steps) of a sales funnel.

• Action
  List Users

  Lists the users (sales reps) of the Funil de Vendas CRM account.

• Action
  List Win reasons

  Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc.

• Action
  Transfer Opportunity

  Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage.

• Action
  Update Activity

  Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc.

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