Pipefy and Zoho Billing integrations and automations

Seamlessly connect Pipefy and Zoho Billing. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Pipefy
  • New card Real-time
    New card in Pipefy
  • Deleted card Real-time
    Deleted card in Pipefy
  • Card done Real-time
    Card done in Pipefy
  • Card expired Real-time
    Card expired in Pipefy
  • Updated card Real-time
    Updated card in Pipefy
  • Card late Real-time
    Card late in Pipefy
  • Moved card Real-time
    Moved card in Pipefy
  • Card overdue Real-time
    Card overdue in Pipefy
  • New record Real-time
    New record in Pipefy
  • Record done Real-time
    Record done in Pipefy
  • Updated record Real-time
    Updated record in Pipefy
  • Record overdue Real-time
    Record overdue in Pipefy

    • Any other trigger you can think up

Zoho Billing
  • New Customer Real-time
    New customer in Zoho Billing
  • New Invoice Real-time
    New invoice in Zoho Billing
  • New Item Real-time
    New item in Zoho Billing
  • New Subscription Real-time
    New Subscription in Zoho Billing

    • Any other trigger you can think up

Actions

Do this…

Pipefy
  • Custom action
    Custom action in Pipefy (Custom)
  • Create card
    Create Card in Pipefy
  • Create record
    Create a Database record in Pipefy
  • Delete card
    Delete card in Pipefy
  • Delete record
    Delete record in Pipefy
  • Get a card by ID
    Get a card by ID in Pipefy
  • Get cards by field
    Get cards by field in Pipefy
  • Get cards by phase
    Get cards by phase in Pipefy
  • Get cards by title
    Get cards by title in Pipefy
  • Get a record by ID
    Get a record by ID in Pipefy
  • Get records
    Get records in Pipefy
  • Get records by field
    Get records by field in Pipefy
  • Move card
    Move card in Pipefy
  • Update card
    Update card in Pipefy
  • Update record
    Update record in Pipefy

    • Any other action you can think up

Zoho Billing
  • Create Customer
    Creates a new customer in Zoho Billing..
  • Create Invoice
    Creates a new invoice in Zoho Billing..
  • Create Item
    Creates a new item in Zoho Billing.
  • Create Subscription
    Creates a new Subscription in Zoho Billing..
  • Fetch Customer
    Fetches the details of customer by ID.
  • Fetch Invoice
    Fetches the details of invoice by ID.
  • Fetch Item
    Fetch the details of item by Id.
  • Fetch Subscription
    Fetches the details of Subscription by ID.
  • Search Customer
    Search the details of customer by Email/Display Name.
  • Search Invoice
    Search the details of Invoice by Invoice Number/Order Number.
  • Search Item
    Search the details of item by Name.
  • Search Subscription
    Search the details of Subscription by Subscription Number/Reference Number.

    • Any other action you can think up

One platform

  • Power
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  • Speed
  • Innovation