Connect Zoho Billing to Plumsail Documents

Both apps 67Zoho Billing 45Plumsail Documents 22

• 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 HTML Watermark to PDF

  Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF.

• Action
  Add Image Watermark to PDF

  Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.

• Action
  Add PDF Watermark to PDF

  Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.

• Action
  Add Text Watermark to PDF

  Adds a text watermark to a PDF and returns a download link to the watermarked file.

• Action
  Compress PDF

  Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.

• Action
  Convert CSV to Excel File (XLSX)

  Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.

• Action
  Convert DOC to DOCX

  Converts a legacy Word DOC document into a DOCX file and returns a download link to the result.

• Action
  Convert DOCX to PDF

  Converts a Word DOCX document to PDF and returns a download link to the PDF.

• Action
  Convert PPT to PPTX

  Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.

• Action
  Convert PPTX to PDF

  Converts a PowerPoint PPTX presentation into a PDF file and returns a download link.

• Action
  Convert to PDF

  Converts a document from a public URL into a PDF file and returns a download link to the PDF.

• Action
  Convert XLS to XLSX

  Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.

• Action
  Convert XLSX to PDF

  Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.

• Action
  Fill in PDF Form

  Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.

• Action
  Fill Merge Fields in DOCX Document

  Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.

• Action
  Generate Document From DOCX Template

  Creates a document from a Word DOCX template filled with your data and returns a download link to the result.

• Action
  Generate Document From Fillable PDF

  Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.

• Action
  Generate Document From PPTX Template

  Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.

• Action
  Generate Document From XLSX Template

  Creates a document from an Excel XLSX template filled with your data and returns a download link to the result.

• Action
  Merge Any Files Into PDF

  Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.

• Action
  Merge DOCX Files

  Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.

• Action
  Protect PDF

  Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.

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