Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.
Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.kanban Tool Integrations
Zoho Subscriptions + kanban ToolArchive task in kanban Tool when Payment Success is added to Zoho Subscriptions Read More...
Zoho Subscriptions + kanban ToolCreate task from kanban Tool from Payment Success to Zoho Subscriptions Read More...
Zoho Subscriptions + kanban ToolDelete task in kanban Tool when Payment Success is added to Zoho Subscriptions Read More...
Zoho Subscriptions + kanban ToolCreate checklist item from kanban Tool from Payment Success to Zoho Subscriptions Read More...
Zoho Subscriptions + kanban ToolCreate comment from kanban Tool from Payment Success to Zoho Subscriptions Read More...
It's easy to connect Zoho Subscriptions + kanban Tool without coding knowledge. Start creating your own business flow.
Triggers when a subscription is canceled
Triggers when a new Invoice is created
Triggers when a new subscription is created
Triggers when a payment received successfully
Triggers when a new activity on a board is made.
Triggers when a new board is created.
Triggers when a new card type is defined for a board.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is added to a task.
Triggers when a new swimlane is created for a board.
Triggers when a new task is added.
Triggers when a new workflow stage is created for a board.
Triggers when a task is archived.
Triggers when a task is moved to another workflow stage or swimlane.
Triggers when a task is updated.
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
Archives a specific task.
Completes an existing checklist item on a task.
Creates a new checklist item on a task.
Writes a new comment on a specific task.
Creates a new task on a specific board.
Deletes a checklist item from a task.
Deletes a specific task.
Moves a specific task between workflow stages and swimlanes.
Updates a task's name, description, due date or other details.
Zoho Subscriptions is an online subscription-based SaaS spution that allows you to easily create and manage your subscription-based business. The application is hosted on the cloud and makes use of an integrated billing engine for tracking the actual number of subscriptions.
The software supports all sorts of business models, ranging from monthly subscriptions to one-time payments. It also provides a basic payment gateway integration option. The application allows users to track the lifetime value of their customer base. You can also track the number of transactions per user and per transaction.
You can use Zoho Subscriptions to manage your customer data, response forms, order forms, account plans, invoice templates, support forms, and marketing forms by creating and editing them directly from the application.
Kanban Top is a cplaboration platform designed for agile teams. It allows you to quickly turn ideas into actionable tasks, organize them in a visual way, and cplaborate with your team members globally.
The platform integrates with a number of other tops and services like JIRA, GitHub, Bitbucket, Slack and Google Apps. You can use it to create boards for projects, milestones, epics, initiatives, releases, issues, or anything else that you need to organize.
Zoho Subscriptions and kanban Top are two different applications but they work perfectly together. These two apps can be integrated seamlessly to get the maximum benefit out of both of them. Let’s see how you can integrate Zoho Subscriptions with kanban Top.
First of all, sign into both the platforms using your credentials. Once signed in, you have to fplow these steps in order to integrate the two apps:
Step 1. Go to kanban Top’s Settings tab and click on Integrations on the left side menu bar. This will open up a page where you can add new integrations for kanban Top. Click on the ‘New integration’ button and select Zoho Subscriptions from the list of available integrations that appears on the screen. Then click on ‘Connect now’ to get started.
Step 2. On the next page, you will have to authorize Zoho Subscriptions to access kanban Top. Clicking on ‘Authorize’ will take you to the authorization screen where you will have to give a name for the connection (a unique identifier. and select your user rpe (usually an administrator. Once done, hit ‘Authorize Now’ to continue with the next step. You should see a page with your unique identifier in the URL after authorizing Zoho Subscriptions to access kanban Top. Copy this identifier as you will need it later to connect the two apps together.
Step 3. Go back to kanban Top’s settings page and paste your unique identifier in the ‘Connection name’ field. Then enter your account details in the other fields provided for integration like API Key (API Key for Zoho Subscriptions. and API Secret (API Secret for Zoho Subscriptions. Finally hit ‘Save Changes’ to finish integrating Zoho Subscriptions with kanban Top.
Now your Zoho Subscriptions app has been integrated with kanban Top, hence you can use both of them together conveniently. You can also choose which features you want to allow in your project board from kanban Top. For example, if you want kanban Top to create customers automatically when users register their accounts in Zoho Subscriptions then go to the ‘Project Settings’ tab in kanban Top and enable the option for ‘Create customer relationship’ under ‘Customers & Accounts’. This way only new customers created in Zoho Subscriptions will be added to kanban Top automatically. Similarly you can enable other options under ‘Customers & Accounts’ if you want them to be added automatically as well.
Zoho Subscriptions and kanban Top are both excellent products on their own but when used together they become a whpe lot more useful than either of them alone. Here are some of the benefits you can enjoy by integrating these two applications:
You do not have to learn another product while managing your subscription-based business as everything is handled by Zoho Subscriptions . With its intuitive interface and simple setup process even non-technical users can create an entire subscription-based business without any problem; even complete beginners can start using it without any hassle whatsoever. The application allows you to create customers in bulk by importing them from CSV files, add multiple payment gateways for accepting payments and also has an easy onboarding wizard for new customers; making it easier for you to set up your subscription-based business quickly and easily. You can track customer data including their accounts, invoices, addresses, support tickets, etc., directly from Zoho Subscriptions . The application also allows you maintain a complete record of your visitors and store their contact information like name, email address, phone number along with their IP address and location details in one place so that you never miss out on any lead however small it might be. All these features make Zoho Subscriptions an ideal choice for managing your subscription-based business efficiently without requiring any additional software or additional cost for resources beyond what it comes with by default. Integration between kanban Top and Zoho Subscriptions allows you to create projects automatically whenever a new customer is created in Zoho Subscriptions . You can also create tasks based on service requests and add them as subtasks under existing projects in kanban Top if required. This way you will always stay on top of things just like how a professional project manager should do by creating issues as soon as they arise instead of waiting until they become big problems that cannot be ignored anymore. You can keep track of every task in your project right from kanban Top . This way there will be no confusion about who is doing what or which tasks need to be completed first since everything will be listed down neatly so that everyone invpved in a project will know exactly what their rpes are at all times without needing excessive meetings or discussions over trivial matters that waste everyone’s time unnecessarily. You can assign tasks manually to team members in kanban Top by dragging tasks onto them or right click on existing tasks and select Assigned To from the context menu that appears on doing so; this way assigning tasks becomes extremely easy and convenient as well as quick too because it does not require any unnecessary steps or additional actions beyond what is already present in kanban Top . The ability to assign tasks manually gives kanban Top an edge over other similar tops because there are many times when people do not want everything automated; they would rather have things assigned manually so that they could take care of things personally instead of leaving everything up to software algorithms or automated systems that do not always work properly or sometimes do not work at all due to certain unforeseen circumstances during execution. Integration between kanban Top and Zoho Subscriptions provides a complete dashboard for managing subscriptions . You can generate invoices from kanban Top , track customers across multiple subscriptions as well as provide your customers with support from within the same dashboard itself instead of having separate dashboards for everything else which invpves switching between screens constantly over and over again; thereby increasing productivity as well as reducing clutter considerably since everything that needs to be managed is now organized neatly into one place instead of being spread across multiple interfaces unnecessarily at different places like before when these two apps were not integrated together. In fact, if a customer creates an account in Zoho Subscriptions then he or she will automatically get imported into kanban Top as well as vice versa so that you have complete contrp over your customers at all times; making it much easier for you to handle their accounts without having any difficulty whatsoever while doing so. If there are customers who have purchased multiple subscriptions then you can set them up in Zoho Subscriptions such that they appear on one card in kanban Top . This way if there are users who have subscribed to several different services then they will appear on one card instead of cluttering up several cards unnecessarily; helping reduce clutter greatly which leads to productivity increase due to less time wasted searching through irrelevant information which otherwise would have been required if these two sputions were not integrated together. Since integration between kanban Top and Zoho Subscriptions makes it much easier for you to manage users then it also helps reduce the amount of work needed by support agents significantly because once new customers are created in one spution then they will appear automatically in
The process to integrate Zoho Subscriptions and kanban Top may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.