Skip to main content

Zoho Billing Trigger

Overview​

Zoho Billing triggers allow you to start workflows automatically when specific billing and subscription events occur in your Zoho Billing organization. These triggers use a polling mechanism to detect new events, subscription changes, and payment updates in your account.

Authenticating with Zoho Billing​

Before using triggers, connect your Zoho Billing account via OAuth 2.0 in Boltic. See the Integration documentation for setup steps.

Setting Up a Trigger​

Step 1: Create a New Workflow​

  • Log in to your Boltic account and navigate to the "Workflows" page from Left Navigation.
  • Click on the "Create New Workflow" button and select "Zoho Billing" as the trigger.

Step 2: Configure the Trigger​

  1. Select your Zoho Billing Account connection.
  2. Select Webhook as the resource.
  3. Choose the Event you want to listen to.
  4. Select your Organization ID from the dropdown.
  5. Test the trigger to verify it receives data correctly.

Polling Interval: Triggers check for new records every 15 seconds.

Available Triggers​

New Credit Note​

Triggered when a new credit note is created in your Zoho Billing organization.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.creditnote_created
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches credit notes sorted by creation time in descending order.
  • Data Returned: Credit note details, amount, customer information, and line items.

Use Cases:

  • Accounting system updates
  • Customer refund notifications
  • Financial reporting

New Invoice​

Triggered when a new invoice is generated in your Zoho Billing organization.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.invoice_created
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches invoices sorted by creation time in descending order.
  • Data Returned: Invoice details, line items, amount, due date, and customer information.

Use Cases:

  • Payment processing automation
  • Customer notifications
  • Accounting integration

Invoice Updated​

Triggered when an existing invoice is modified in your Zoho Billing organization.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.invoice_updated
  • Polling Criteria: Timestamp-based on updated_time field (ISO format).
  • API Endpoint: Fetches invoices sorted by update time in descending order.
  • Data Returned: Updated invoice information and change details.

Use Cases:

  • Accounting corrections
  • Customer notifications
  • Audit trails

New Item​

Triggered when a new billable item is added to the catalog.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.item_created
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches items sorted by creation time in descending order.
  • Data Returned: Item details, pricing, tax settings, and subscription parameters.

Use Cases:

  • Catalog synchronization
  • Pricing updates
  • Inventory management

New Project​

Triggered when a new project is created for project-based billing.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.project_created
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches projects sorted by creation time in descending order.
  • Data Returned: Project details, customer assignment, and billing settings.

Use Cases:

  • Project management integration
  • Resource allocation
  • Time tracking setup

New Quote​

Triggered when a new quote is created for a potential customer.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.quote_created
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches estimates sorted by creation time in descending order.
  • Data Returned: Quote details, pricing, terms, expiration date, and prospect information.

Use Cases:

  • Sales pipeline tracking
  • Follow-up automation
  • Conversion monitoring

New Retainer Invoice​

Triggered when a new retainer invoice is created for prepaid services.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.retainerinvoice_created
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches retainer invoices sorted by creation time in descending order.
  • Data Returned: Retainer invoice details, amount, and customer information.

Use Cases:

  • Prepaid service tracking
  • Credit balance management
  • Customer account updates

New Subscription​

Triggered when a new subscription is created for a customer.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.subscription_created
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches events and filters for subscription_created event type.
  • Data Returned: Subscription details, plan information, billing cycle, and customer data.

Use Cases:

  • Welcome workflows
  • Service provisioning
  • Customer onboarding

Subscription Cancelled​

Triggered when a subscription is cancelled by a customer or administrator.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.subscription_cancelled
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches events and filters for subscription_cancelled event type.
  • Data Returned: Subscription details, cancellation reason, effective date, and customer information.

Use Cases:

  • Customer retention workflows
  • Exit surveys
  • Service deactivation

Subscription Paused​

Triggered when a subscription is paused in your Zoho Billing organization.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.subscription_paused
  • Polling Criteria: Timestamp-based on updated_time field (ISO format).
  • API Endpoint: Fetches subscriptions sorted by update time in descending order.
  • Data Returned: Subscription details, pause date, and customer information.

Use Cases:

  • Service suspension workflows
  • Customer communication
  • Billing hold management

Subscription Resumed​

Triggered when a paused subscription is resumed.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.subscription_resumed
  • Polling Criteria: Timestamp-based on updated_time field (ISO format).
  • API Endpoint: Fetches live subscriptions filtered by SubscriptionStatus.LIVE.
  • Data Returned: Subscription details, resume date, and customer information.

Use Cases:

  • Service reactivation
  • Customer notifications
  • Billing restart workflows

Subscription Downgraded​

Triggered when a customer downgrades their subscription plan.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.subscription_downgraded
  • Polling Criteria: Timestamp-based on updated_time field (ISO format).
  • API Endpoint: Fetches events and filters for subscription_downgraded event type.
  • Data Returned: Old and new plan details, effective date, and prorated amounts.

Use Cases:

  • Service level adjustments
  • Billing modifications
  • Customer communication

Subscription Renewed​

Triggered when a subscription automatically renews for another billing period.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.subscription_renewed
  • Polling Criteria: Timestamp-based on updated_time field (ISO format).
  • API Endpoint: Fetches events and filters for subscription_renewed event type.
  • Data Returned: Renewal details, new term dates, and billing information.

Use Cases:

  • Service continuity
  • Renewal notifications
  • Usage tracking reset

Subscription Upgraded​

Triggered when a customer upgrades their subscription plan.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.subscription_upgraded
  • Polling Criteria: Timestamp-based on updated_time field (ISO format).
  • API Endpoint: Fetches events and filters for subscription_upgraded event type.
  • Data Returned: Old and new plan details, effective date, and prorated amounts.

Use Cases:

  • Service enhancement
  • Billing adjustments
  • Feature activation

Payment Success​

Triggered when a payment is successfully processed.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.payment_success
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches events and filters for payment_thankyou event type.
  • Data Returned: Payment details, amount, method, and invoice information.

Use Cases:

  • Receipt generation
  • Service activation
  • Accounting updates

Payment Failure​

Triggered when a payment attempt fails for an invoice or subscription.

Configuration:

  • Organization ID (Required): Select your Zoho Billing organization.

Trigger Details:

  • Event: webhook.payment_failure
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches events and filters for payment_declined event type.
  • Data Returned: Payment details, failure reason, invoice information, and retry schedule.

Use Cases:

  • Dunning management
  • Customer notifications
  • Payment retry workflows

Troubleshooting​

Common Issues​

  • No data received: Ensure your Zoho Billing organization has recent records matching the trigger event.
  • Authentication errors: Reconnect your Zoho Billing account if the access token has expired.
  • Missing Organization ID: Make sure you have selected a valid organization from the dropdown.
  • Rate limits: Zoho Billing API has rate limits that vary by plan and endpoint type. Monitor usage to avoid hitting limits.

Support​

  • Contact Boltic support for assistance with configuring Zoho Billing triggers.
  • Check Zoho Billing API documentation at https://www.zoho.com/billing/api/v1/ for detailed technical information.