Workflow Max and Zoho Billing integrations and automations

Seamlessly connect Workflow Max 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…

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…

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • 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

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