Connect Zoho Billing to Mailsoftly

Both apps 65Zoho Billing 45Mailsoftly 20

• Trigger
  Cancel Subscription

  Triggered when a subscription is cancelled

• Trigger
  Invoice Paid

  Fires once for each invoice that reaches Paid status in the selected Zoho Billing organization.

• 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
  Get Item

  Retrieves one item by item_id, returning its name, rate, product type, status and custom fields.

• Action
  Get Payment

  Retrieve a payment by id; returns the payment including amount, mode and applied invoices.

• 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
  Record Payment

  Records a payment received from a customer in Zoho Billing, optionally applying it to one or more invoices.

• 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 list

  Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id.

• Action
  Add contact note

  Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened.

• Action
  Add Global Unsubscribe

  Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet.

• Action
  Add or update contact

  Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID).

• Action
  Add Tag to Contact

  Adds a tag to a contact, either an existing tag or one found or created by name.

• Action
  Add to Contact List

  Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error.

• Action
  Add to Suppression List

  Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists.

• Action
  Create Contact

  Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID.

• Action
  Create Tag

  Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists.

• Action
  Delete contact

  Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity.

• Action
  Find contacts

  Returns the contacts that exactly match the email address, first name and/or last name you supply.

• Action
  Get contact

  Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields.

• Action
  Get Contact Activity

  Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes.

• Action
  Get Contact Subscriptions

  Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives.

• Action
  List contact lists

  Returns all contact lists in your Mailsoftly account with their ids, names and contact counts.

• Action
  List Contacts in Contact List

  Returns the contacts that belong to one contact list, with when each was added to the list.

• Action
  List Tags

  Returns every contact tag in the account with its id, name and color.

• Action
  Remove contact from contact list

  Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched.

• Action
  Remove Tag to Contact

  Removes one or more tags from a Mailsoftly contact, by tag or by tag name. The tags stay defined on the account for other contacts.

• Action
  Update Contact

  Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value.

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