Integrate Zoho Billing with Retently

Trigger NPS/CSAT surveys after subscription renewals or billing updates, sync customer billing profiles with Retently to ensure accurate feedback targeting, and use survey responses to improve billing and subscription services.

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About Zoho Billing

Zoho Billing is a recurring billing and subscription management app that manages customer billing cycles, subscription management, and recurring charges.

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Zoho Billing to Retently

1

New Credit Note

Triggers when a new Credit Note is created.
2

Payment Failure

Triggers when there is an error in processing payment.
3

New Quote

Triggers when a new Quote is created.
4

New Project

Triggers when a new Project is created.
5

Resume Subscription

Triggers when a paused subscription is resumed.
6

New Subscription

Triggers when a new subscription is created.
7

Payment Success

Triggers when a payment is received successfully.
8

Update Invoice

Triggers when an invoice is updated.
9

Subscription Downgrade

Triggers when a subscription is downgraded.
10

New Item

Triggers when a new item is added.
11

New Invoice

Triggers when a new invoice is created.
12

Pause Subscription

Triggers when a subscription is paused.
13

New Retainer Invoice

Triggers when a retainer invoice is created.
14

Subscription Renewal

Triggers when a subscription is renewed.
15

Cancel Subscription

Triggers when a subscription is cancelled.
16

Subscription Upgrade

Triggers when a subscription is upgraded.
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Retently to Zoho Billing

1

Record Payment

Makes payment to an invoice.
2

Create Customer

Creates a new customer.
3

Create New Invoice

Creates a new one-time invoice.
4

Create Subscription

Creates a new subscription.
5

Update Customer

Updates an existing customer.
6

Find Invoice

Looks up an existing invoice.
7

Create Credit Note

Creates a new credit note for a customer.
8

Create a New Quote

Creates a new quote for a customer.
9

Create New Item

Creates a new item for one-time invoices.
10

Create Retainer Invoice

Creates a new retainer invoice.
11

Find Customer

Searches for an existing customer.

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