Connect Zoho Billing to Circle and automate any workflow
![Zoho Billing](https://zapier-images.imgix.net/storage/services/de7b6b55ac7da8d89011bda71e0a5b32.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Zoho Billing](https://zapier-images.imgix.net/storage/services/de7b6b55ac7da8d89011bda71e0a5b32.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
1. Choose a Trigger
An event that starts an automation
![Circle](https://zapier-images.imgix.net/storage/developer_cli/c785a61a4498829c28a5c88eada65fcc.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Circle](https://zapier-images.imgix.net/storage/developer_cli/c785a61a4498829c28a5c88eada65fcc.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Zoho Billing with Circle - no code necessary. See how you can get setup in minutes.
Select a trigger from Zoho Billing
A trigger is an event that starts your Zap and runs the workflow. For example, with Zoho Billing, a trigger could be "New Credit Note."
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Circle
An action is what takes place after the automation is triggered. For example, with Circle, the action could be "Add Member to Space Group."
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Zoho Billing to Circle
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Zoho Billing and Circle to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Zoho Billing and Circle to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
- Invoice IDRequired
- Payment ModeRequired
- Description
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- VAT Treatment
- Display NameRequired
- First Name
- Last Name
- EmailRequired
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
- Enable Portal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Reference Number
- Payment Terms
- NameRequired
- RateRequired
- QuantityRequired
- Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Credit Note Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Quote Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Plan CodeRequired
- QuantityRequired
- Addons
- Coupon Code
- Starts At
- Customer
- EmailRequired
- Display NameRequired
- First Name
- Last Name
- Company Name
- Website
- Mobile
- Work Phone
- Currency Code
- Payment Terms
- Enable Portal
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Address Country
- Shipping Address Fax
- Contact Persons
- Customer Custom Fields
- Exchange Rate
- Notes
- Reference
- Sales Person Name
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Customer IDRequired
- Display NameRequired
- First Name
- Last Name
- EmailRequired
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Invoice Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Community
- Space GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Topic
- Member Email
- Comment BodyRequired
- Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- NameRequired
- Comment BodyRequired
- Pin to top
- Comments Enabled
- Liking Enabled
- Member Email
- Custom HTML
- Disable Truncation
- Hide Meta Info
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Section
- Lesson
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EventRequired
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member EmailsRequired
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EventRequired
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- EventRequired
- NameRequired
- Comment BodyRequired
- Custom Slug
- Starts At
- DurationRequired
- Location typeRequired
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Disable RSVPs
- Hide Location from Non-attendees
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Space
- Community
ActionThis is an event a Zap performs.SearchFind existing data in your app
- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Credit Note Terms
- Shipping Charge
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Quote Number
- Customer NameRequired
- Quote Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Quote Notes
- Credit Note Terms
- Shipping Charge
- Send Quote Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- NameRequired
- RateRequired
- Description
- SKU
- Unit
- Is Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice Date
- Description
- RateRequired
- Notes
- Credit Note Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Display NameRequired
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Community
- Space
- Section
- Lesson
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Community
- Space
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Section
- NameRequired
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- NameRequired
- Comment BodyRequired
- Custom Slug
- Starts At
- DurationRequired
- Location typeRequired
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Hide Location from Non-attendees
- Disable RSVPs
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Password
- NameRequired
- Community
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add to Space Group(s)
- Add Member Tag(s)
- Skip Invitation Email?
- Is Flagged
- Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member Email
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member TagRequired
- Member Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member TagRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EventRequired
- NameRequired
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add Member Tag(s)
- Is Flagged
- Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member Email
- Member TagRequired
- Community
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Space GroupRequired
- Community
ActionThis is an event a Zap performs.SearchFind existing data in your app
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
Related categories
Related categories