Zoho Billing Vtiger Integration using AI Agents
Appy Pie Automate allows you to Integrate Zoho Billing with Vtiger using AI Agents
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Simplify Zoho Billing Vtiger Integration with seamless setup
Easily set up Zoho Billing Vtiger Integration without coding. Start automating your workflows and Integrate Zoho Billing with Vtiger today.
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Cancel Subscription
Triggers when a subscription is canceled
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New Invoice
Triggers when a new Invoice is created
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New Subscription
Triggers when a new subscription is created
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Payment Success
Triggers when a payment received successfully
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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Create Subscription
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.
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Update Customer
Update an existing customer.
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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Cancel Subscription
Triggers when a subscription is canceled
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New Invoice
Triggers when a new Invoice is created
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New Subscription
Triggers when a new subscription is created
-
Payment Success
Triggers when a payment received successfully
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
-
New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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Create Subscription
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.
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Update Customer
Update an existing customer.
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Create Case
Creates a new Case.
-
Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
How Zoho Billing and Vtiger Integrations Work
Follow the steps below to start setting up your Zoho Billing integrations using Appy Pie Automate: using Appy Pie Automate:
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![Steps]()
Step 1: Select Trigger
Choose Zoho Billing as the trigger app, select event, authenticate & successfully Test
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![Steps]()
Step 2: Select Action
After completing the trigger test, select Vtiger as the action app from the list.
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![Steps]()
Step 3: Authenticate
Connect your Vtiger account & authenticate it.
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![Steps]()
Step 4: Setup & Test
Select the data you want to send from Zoho Billing to Vtiger & your AI Agent is ready!
Popular Templates for Zoho Billing and Vtiger Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Event from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create Event
Create Case from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create Case
Create Project from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create Project
Create or Update Product from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create or Update Product
Create Service from Vtiger from Cancel Subscription to Zoho Subscriptions
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When this happens:
Cancel Subscription
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Then do this:
Create Service
Create Case from Vtiger from Cancel Subscription to Zoho Subscriptions
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When this happens:
Cancel Subscription
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Then do this:
Create Case
Update Todo in Vtiger when New Invoice is created in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Update Todo
Create Product from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create Product
Create Service from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create Service
Create Todo from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create Todo
Create Product from Vtiger from Cancel Subscription to Zoho Subscriptions
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When this happens:
Cancel Subscription
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Then do this:
Create Product
Create Todo from Vtiger from Cancel Subscription to Zoho Subscriptions
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When this happens:
Cancel Subscription
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Then do this:
Create Todo
Update Project in Vtiger when Cancel Subscription is added to Zoho Subscriptions
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When this happens:
Cancel Subscription
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Then do this:
Update Project
Create or Update Product from Vtiger from Cancel Subscription to Zoho Subscriptions
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When this happens:
Cancel Subscription
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Then do this:
Create or Update Product
Create or Update Contact from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create or Update Contact
Create Ticket from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create Ticket
Update Todo in Vtiger when Payment Success is added to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Update Todo
Update Project in Vtiger when Payment Success is added to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Update Project
Create Todo to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create Todo
Create Ticket to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create Ticket
Update Project in Vtiger when New Invoice is created in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Update Project
Create or Update Product to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create or Update Product
Create Event from Vtiger from Cancel Subscription to Zoho Subscriptions
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When this happens:
Cancel Subscription
-
Then do this:
Create Event
Create Organization from Vtiger from Cancel Subscription to Zoho Subscriptions
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When this happens:
Cancel Subscription
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Then do this:
Create Organization
Create or Update Lead from Vtiger from Cancel Subscription to Zoho Subscriptions
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When this happens:
Cancel Subscription
-
Then do this:
Create or Update Lead
Create or Update Contact from Vtiger from Cancel Subscription to Zoho Subscriptions
-
When this happens:
Cancel Subscription
-
Then do this:
Create or Update Contact
Create Project from Vtiger from Cancel Subscription to Zoho Subscriptions
-
When this happens:
Cancel Subscription
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Then do this:
Create Project
Create Event to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create Event
Create Service to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create Service
Create Case to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create Case
Create Organization from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create Organization
Create or Update Lead from Vtiger from Payment Success to Zoho Subscriptions
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When this happens:
Payment Success
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Then do this:
Create or Update Lead
Create Ticket from Vtiger from Cancel Subscription to Zoho Subscriptions
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When this happens:
Cancel Subscription
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Then do this:
Create Ticket
Update Todo in Vtiger when Cancel Subscription is added to Zoho Subscriptions
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When this happens:
Cancel Subscription
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Then do this:
Update Todo
Create Product to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create Product
Create Organization to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create Organization
Create or Update Lead to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create or Update Lead
Create or Update Contact to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create or Update Contact
Create Project to Vtiger from New Invoice in Zoho Subscriptions
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When this happens:
New Invoice
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Then do this:
Create Project
Create Product to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create Product
Create Organization to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create Organization
Create Case to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create Case
Create Todo to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create Todo
Create or Update Lead to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create or Update Lead
Create Ticket to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create Ticket
Update Todo in Vtiger when New Subscription is created in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Update Todo
Update Project in Vtiger when New Subscription is created in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Update Project
Create or Update Product to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create or Update Product
Create Event to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create Event
Create Service to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create Service
Create or Update Contact to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create or Update Contact
Create Project to Vtiger from New Subscription in Zoho Subscriptions
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When this happens:
New Subscription
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Then do this:
Create Project
Streamline Your Workflow with Appy Pie Automation
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Frequently Asked Questions
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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.
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Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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The integration between Zoho Billing and Vtiger is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Zoho Billing and Vtiger. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Zoho Billing with Vtiger, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Zoho Billing-Vtiger integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Zoho Billing and Vtiger integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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