Connect Zoho Billing to WiseTeam

Both apps 62Zoho Billing 45WiseTeam 17

• 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 account

  Creates a new account (company) in WiseTeam.

• Action
  Add contact

  Creates a new contact in WiseTeam.

• Action
  Add note

  Adds a note to a WiseTeam lead, contact, account, opportunity or other record.

• Action
  Add opportunity

  Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead.

• Action
  Add task

  Creates a task in WiseTeam, optionally attached to a project or other record.

• Action
  Get account

  Returns a single WiseTeam account by its ID.

• Action
  Get contact

  Returns a single WiseTeam contact by its ID, including name, address, phone and email details.

• Action
  Get lead

  Returns a single WiseTeam lead by its record ID, including all of its fields.

• Action
  Get project

  Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties.

• Action
  Get task

  Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner.

• Action
  List accounts

  Returns all accounts in your WiseTeam CRM with their name and code.

• Action
  List contacts

  Returns all contacts in your WiseTeam account.

• Action
  List leads

  Returns the leads in your WiseTeam account.

• Action
  Update account

  Updates an existing account in WiseTeam, changing its name, code or acronym.

• Action
  Update contact

  Updates an existing contact in WiseTeam. Fields left blank keep their current values.

• Action
  Update lead

  Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign.

• Action
  Update opportunity

  Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead.

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