Connect Zoho Billing and Zomentum

Both apps 76Zoho Billing 45Zomentum 31

• 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.

• Trigger
  Client Created

  Triggers when a new client company is created in Zomentum.

• Trigger
  Client Updated

  Triggers when a client company in Zomentum is updated.

• Trigger
  Contact Created

  Triggers when a new contact is created in Zomentum.

• Trigger
  Contact Updated

  Triggers when a contact is created or updated in Zomentum.

• Trigger
  Document Approved

  Triggers when a document is approved.

• Trigger
  Document Created

  Triggers when a new document is created in Zomentum, optionally only for one client, status or document type.

• Trigger
  Document Updated

  Triggers when a document is created or updated, optionally limited to one client, status or document type.

• Trigger
  Opportunity Created

  Triggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.

• Trigger
  Opportunity Updated

  Triggers when an opportunity is updated in Zomentum.

• Trigger
  Users

  Triggers when a new user is added to your Zomentum account.

• Action
  Add call log

  Logs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.

• Action
  Add meeting

  Adds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.

• Action
  Add task

  Creates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.

• Action
  Delete client company

  Deletes a client company in Zomentum by its ID.

• Action
  Delete opportunity

  Deletes an opportunity from Zomentum and confirms whether it was removed.

• Action
  Find catalog items

  Returns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.

• Action
  Find documents

  Returns the documents that match a client company, status, document type, or created or updated date range, along with the products each document contains.

• Action
  Find opportunities

  Returns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.

• Action
  Get catalog item

  Returns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.

• Action
  Get Client Company

  Returns one client company by its ID, including its addresses, owner and custom field values.

• Action
  Get Client Contact

  Returns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.

• Action
  Get document

  Returns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.

• Action
  GetOpportunity

  Returns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.

• Action
  List client companies

  Returns the client companies in your Zomentum account, optionally narrowed by name, owner, client type, sync source, or created and updated time.

• Action
  List client contacts

  Returns the client contacts in your Zomentum account, optionally narrowed by email, client company, contact type, sync source, or created and updated dates.

• Action
  List documents

  Returns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.

• Action
  List opportunities

  Returns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.

• Action
  List pipelines

  Returns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.

• Action
  List tasks

  Returns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.

• Action
  List users

  Returns the users in your Zomentum account, optionally only those with a given email address or phone number.

• Action
  Update task

  Updates an existing Zomentum sales task by ID. Only the fields you fill in are changed.

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