← HubSpot + Zoho Subscriptions integrations

Create Subscription with Zoho Subscriptions API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API
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Create Subscription with the Zoho Subscriptions API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Zoho Subscriptions action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Deal Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Optional- Select a Pipeline
    4. Optional- Select a Stage
  3. Configure the Create Subscription action
    1. Connect your Zoho Subscriptions account
    2. Select a Organization Id
    3. Optional- Configure Add To Unbilled Charges
    4. Select a Customer Id
    5. Optional- Configure Payment Terms
    6. Optional- Configure Payment Terms Label
    7. Optional- Configure Custom Fields
    8. Optional- Select one or more Contact Person Id
    9. Optional- Select a Card Id
    10. Optional- Configure Starts At
    11. Optional- Configure Exchange Rate
    12. Optional- Configure Place Of Supply
    13. Select a Plan Code
    14. Optional- Configure Plan Description
    15. Optional- Configure Price
    16. Optional- Configure Setup Fee
    17. Optional- Configure Setup Fee Tax Id
    18. Optional- Configure Item Custom Fields
    19. Optional- Configure Quantity
    20. Optional- Configure Tax Id
    21. Optional- Configure Tax Exemption Id
    22. Optional- Configure Tax Exemption Code
    23. Optional- Configure TDS Tax Id
    24. Optional- Configure Sat Item Key Code
    25. Optional- Configure Unit Key Code
    26. Optional- Configure Setup Fee Tax Exemption Id
    27. Optional- Configure Setup Fee Tax Exemption Code
    28. Optional- Configure Exclude Trial
    29. Optional- Configure Exclude Setup Fee
    30. Optional- Configure Billing Cycles
    31. Optional- Configure Trial Days
    32. Optional- Configure Addons
    33. Optional- Configure Coupon Code
    34. Configure Auto Collect
    35. Optional- Configure Reference Id
    36. Optional- Configure Sales Person Name
    37. Optional- Select one or more Payment Gateways
    38. Optional- Configure Create Backdated Invoice
    39. Optional- Configure Can Charge Setup Fee Immediately
    40. Optional- Configure Template Id
    41. Optional- Select a CFDI Usage
    42. Optional- Configure Allow Partial Payments
    43. Optional- Configure Account Id
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)
Version:0.0.18
Key:hubspot-new-deal-updated

HubSpot Overview

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Trigger Code

import common from "../common/common.mjs";

export default {
  ...common,
  key: "hubspot-new-deal-updated",
  name: "New Deal Updated",
  description: "Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
  version: "0.0.18",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
  },
  hooks: {},
  methods: {
    ...common.methods,
    getTs(deal) {
      return Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const params = {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "deals",
      };
      if (this.pipeline) {
        params.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
PipelinepipelinestringSelect a value from the drop down menu.
StagestagestringSelect a value from the drop down menu.

Trigger Authentication

HubSpot uses OAuth authentication. When you connect your HubSpot account, Pipedream will open a popup window where you can sign into HubSpot and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any HubSpot API.

Pipedream requests the following authorization scopes when you connect your account:

business-intelligencecrm.lists.readcrm.lists.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.quotes.readcrm.objects.quotes.writecrm.objects.owners.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readconversations.readcrm.importfilesformsforms-uploaded-filesintegration-syncoauthtimeline

About HubSpot

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action

Description:Create a new subscription. [See the documentation](https://www.zoho.com/subscriptions/api/v1/subscription/#create-a-subscription)
Version:0.0.1
Key:zoho_subscriptions-create-subscription

Zoho Subscriptions Overview

The Zoho Subscriptions API allows you to manage various aspects of subscription-based billing services. With this API, you can automate tasks such as creating subscriptions, handling customer billing info, and managing invoices. In Pipedream, you can harness this API to build workflows that respond to events in Zoho Subscriptions or to perform actions based on triggers from other apps. This enables seamless automation of billing operations and integration with your broader app ecosystem.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import zohoSubscriptions from "../../zoho_subscriptions.app.mjs";

export default {
  key: "zoho_subscriptions-create-subscription",
  name: "Create Subscription",
  version: "0.0.1",
  description: "Create a new subscription. [See the documentation](https://www.zoho.com/subscriptions/api/v1/subscription/#create-a-subscription)",
  type: "action",
  props: {
    zohoSubscriptions,
    organizationId: {
      propDefinition: [
        zohoSubscriptions,
        "organizationId",
      ],
    },
    addToUnbilledCharges: {
      type: "boolean",
      label: "Add To Unbilled Charges",
      description: "When the value is given as true, the subscription would be created and charges for the current billing cycle will be put as unbilled. This can be converted to invoice at any later point of time.",
      optional: true,
    },
    customerId: {
      propDefinition: [
        zohoSubscriptions,
        "customerId",
        ({ organizationId }) => ({
          organizationId,
        }),
      ],
    },
    paymentTerms: {
      propDefinition: [
        zohoSubscriptions,
        "paymentTerms",
      ],
      optional: true,
    },
    paymentTermsLabel: {
      propDefinition: [
        zohoSubscriptions,
        "paymentTermsLabel",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        zohoSubscriptions,
        "customFields",
      ],
      optional: true,
    },
    contactpersons: {
      propDefinition: [
        zohoSubscriptions,
        "contactPersonId",
        ({
          customerId, organizationId,
        }) => ({
          customerId,
          organizationId,
        }),
      ],
      type: "string[]",
      optional: true,
    },
    cardId: {
      propDefinition: [
        zohoSubscriptions,
        "cardId",
        ({
          customerId, organizationId,
        }) => ({
          customerId,
          organizationId,
        }),
      ],
      optional: true,
    },
    startsAt: {
      type: "string",
      label: "Starts At",
      description: "Generally the subscription will start on the day it is created. But, the date can also be a future or past date depending upon your usecase. For future dates, the subscription status would be Future till the starts_at date. And for past dates, the subscription status can be `Trial`, `Live` or `Expired` depending on the subscription interval that you have selected. Format: `0000-00-00`",
      optional: true,
    },
    exchangeRate: {
      type: "string",
      label: "Exchange Rate",
      description: "This will be the exchange rate provided for the organization's currency and the customer's currency. The subscription fee would be the multiplicative product of the original price and the exchange rate.",
      optional: true,
    },
    placeOfSupply: {
      type: "string",
      label: "Place Of Supply",
      description: "Place of Supply for the customer's subscription. **India GST only**.",
      optional: true,
    },
    planCode: {
      propDefinition: [
        zohoSubscriptions,
        "planCode",
        ({ organizationId }) => ({
          organizationId,
        }),
      ],
    },
    planDescription: {
      type: "string",
      label: "Plan Description",
      description: "Description of the plan exclusive to this subscription. This will be displayed in place of the plan name in invoices generated for this subscription.",
      optional: true,
    },
    price: {
      type: "string",
      label: "Price",
      description: "Price of a plan for a particular subscription. If a value is provided here, the plan’s price for this subscription will be changed to the given value. If no value is provided, the plan’s price would be the same as what it was when it was created.",
      optional: true,
    },
    setupFee: {
      type: "string",
      label: "Setup Fee",
      description: "Setup fee for the plan.",
      optional: true,
    },
    setupFeeTaxId: {
      type: "string",
      label: "Setup Fee Tax Id",
      description: "Unique ID for tax of setup fee. `Setup Fee Tax Id` must be empty for applying tax Exemption.",
      optional: true,
    },
    itemCustomFields: {
      type: "object",
      label: "Item Custom Fields",
      description: "Custom fields for an item.",
      optional: true,
    },
    quantity: {
      type: "integer",
      label: "Quantity",
      description: "Required quantity of the chosen plan.",
      optional: true,
    },
    taxId: {
      type: "string",
      label: "Tax Id",
      description: "Unique ID of Tax or Tax Group that must be associated with the plan. `tax_id` must be empty for applying tax Exemption.",
      optional: true,
    },
    taxExemptionId: {
      type: "string",
      label: "Tax Exemption Id",
      description: "Unique ID of the tax exemption. **GST only**",
      optional: true,
    },
    taxExemptionCode: {
      type: "string",
      label: "Tax Exemption Code",
      description: "Unique code of the tax exemption. **GST only**",
      optional: true,
    },
    tdsTaxId: {
      type: "string",
      label: "TDS Tax Id",
      description: "ID of the TDS tax. **Mexico only**",
      optional: true,
    },
    satItemKeyCode: {
      type: "string",
      label: "Sat Item Key Code",
      description: "Add SAT Item Key Code for your goods/services. Download the [CFDI Catalogs](http://omawww.sat.gob.mx/tramitesyservicios/Paginas/documentos/catCFDI_V_4_07122022.xls). **Mexico only**",
      optional: true,
    },
    unitkeyCode: {
      type: "string",
      label: "Unit Key Code",
      description: "Add SAT Unit Key Code for your goods/services. Download the [CFDI Catalogs](http://omawww.sat.gob.mx/tramitesyservicios/Paginas/documentos/catCFDI_V_4_07122022.xls). **Mexico only**",
      optional: true,
    },
    setupFeeTaxExemptionId: {
      type: "string",
      label: "Setup Fee Tax Exemption Id",
      description: "Unique Tax Exemption ID that must be applied to setup fee. **GST only**",
      optional: true,
    },
    setupFeeTaxExemptionCode: {
      type: "string",
      label: "Setup Fee Tax Exemption Code",
      description: "Unique code of the tax exemption that must be applied to setup fee. **GST only**",
      optional: true,
    },
    excludeTrial: {
      type: "boolean",
      label: "Exclude Trial",
      description: "This is set to true if the respective plan's trial period needs to be excluded for this subscription.",
      optional: true,
    },
    excludeSetupFee: {
      type: "boolean",
      label: "Exclude Setup Fee",
      description: "This is set to true if the respective plan's setup fee needs to be excluded for this subscription.",
      optional: true,
    },
    billingCycles: {
      type: "integer",
      label: "Billing Cycles",
      description: "`Billing Cycles` specified at the time of creation of the plan would be the default value. If this needs to be overridden for this particular subscription, a value can be provided here.",
      optional: true,
    },
    trialDays: {
      type: "integer",
      label: "Trial Days",
      description: "Number of free trial days granted to a customer subscribed to this plan. Trial days for the subscription mentioned here will override the number of trial days provided at the time plan creation. This will be applicable even if `Exclude Trial` = true. Default is `0` only if `Exclude Trial` is `true`",
      optional: true,
    },
    addons: {
      type: "string[]",
      label: "Addons",
      description: "List of addon objects which are to be included in the subscription.",
      optional: true,
    },
    couponCode: {
      type: "string",
      label: "Coupon Code",
      description: "The coupon code of the coupon which is to be applied to the subscription.",
      optional: true,
    },
    autoCollect: {
      type: "boolean",
      label: "Auto Collect",
      description: "`Auto Collect` is set to `true` for creating an online subscription which will charge the customer's card automatically on every renewal. To create an offline subscriptions, set `Auto Collect` to `false`.",
      default: false,
    },
    referenceId: {
      type: "string",
      label: "Reference Id",
      description: "A string of your choice is required to easily identify and keep track of your subscriptions.",
      optional: true,
    },
    salespersonName: {
      type: "string",
      label: "Sales Person Name",
      description: "Name of the sales person assigned for the subscription.",
      optional: true,
    },
    paymentGateways: {
      type: "string[]",
      label: "Payment Gateways",
      description: "Payment gateway associated with the subscription.",
      options: [
        "test_gateway",
        "payflow_pro",
        "stripe",
        "2checkout",
        "authorize_net",
        "payments_pro",
        "forte",
        "worldpay",
        "wepay",
      ],
      optional: true,
    },
    createBackdatedInvoice: {
      type: "boolean",
      label: "Create Backdated Invoice",
      description: "To allow creation of invoice for current billing cycle for back dated subscriptions.",
      optional: true,
    },
    canChargeSetupFeeImmediately: {
      type: "boolean",
      label: "Can Charge Setup Fee Immediately",
      description: "If set to `true`, a separate invoice will be raised for the setup fee as soon as the subscription's trial period starts. Set the value as `false`, or remove this optional argument if you want the setup fee to be billed at the end of the trial period, along with the other subscription related charges.",
      optional: true,
    },
    templateId: {
      type: "string",
      label: "Template Id",
      description: "Default Invoice Template ID for all the invoices created from the subscription.",
      optional: true,
    },
    cfdiUsage: {
      type: "string",
      label: "CFDI Usage",
      description: "Choose CFDI Usage. **Mexico only**",
      options: [
        "acquisition_of_merchandise",
        "return_discount_bonus",
        "general_expense",
        "buildings",
        "furniture_office_equipment",
        "transport_equipment",
        "computer_equipmentdye_molds_tools",
        "telephone_communication",
        "satellite_communication",
        "other_machinery_equipment",
        "hospital_expense",
        "medical_expense_disability",
        "funeral_expense",
        "donation",
        "interest_mortage_loans",
        "contribution_sar",
        "medical_expense_insurance_pormium",
        "school_transportation_expense",
        "deposit_saving_account",
        "payment_educational_service",
        "no_tax_effect",
        "payment",
        "payroll",
      ],
      optional: true,
    },
    allowPartialPayments: {
      type: "boolean",
      label: "Allow Partial Payments",
      description: "Boolean to check if partial payments are allowed for the contact. **Mexico only**",
      optional: true,
    },
    accountId: {
      type: "string",
      label: "Account Id",
      description: "Account ID of the bank account from which payment is made by the customer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      zohoSubscriptions,
      organizationId,
      addToUnbilledCharges,
      customerId,
      paymentTerms,
      paymentTermsLabel,
      customFields,
      contactpersons,
      cardId,
      startsAt,
      exchangeRate,
      placeOfSupply,
      planCode,
      planDescription,
      price,
      setupFee,
      setupFeeTaxId,
      itemCustomFields,
      quantity,
      taxId,
      taxExemptionId,
      taxExemptionCode,
      tdsTaxId,
      satItemKeyCode,
      unitkeyCode,
      setupFeeTaxExemptionId,
      setupFeeTaxExemptionCode,
      excludeTrial,
      excludeSetupFee,
      billingCycles,
      trialDays,
      addons,
      couponCode,
      autoCollect,
      referenceId,
      salespersonName,
      paymentGateways,
      createBackdatedInvoice,
      canChargeSetupFeeImmediately,
      templateId,
      cfdiUsage,
      allowPartialPayments,
      accountId,
    } = this;

    if (autoCollect && !cardId) {
      throw new ConfigurationError("By setting Auto-Collect to `true`, you must to fill in the card Id.");
    }

    if (autoCollect && !accountId) {
      throw new ConfigurationError("By setting Auto-Collect to `true`, you must to fill in the Account Id.");
    }

    let exchangeRateFloat = null;
    if (exchangeRate) {
      try {
        exchangeRateFloat = parseFloat(exchangeRate);
      } catch (e) {
        throw new ConfigurationError("Exchange Rate must be a double.");
      }
    }

    let priceFloat = null;
    if (price) {
      try {
        priceFloat = parseFloat(price);
      } catch (e) {
        throw new ConfigurationError("Plan price must be a double.");
      }
    }

    let setupFeeFLoat = null;
    if (setupFee) {
      try {
        setupFeeFLoat = parseFloat(setupFee);
      } catch (e) {
        throw new ConfigurationError("Setup Fee must be a double.");
      }
    }

    const response = await zohoSubscriptions.createSubscription({
      $,
      organizationId,
      data: {
        add_to_unbilled_charges: addToUnbilledCharges,
        customer_id: customerId,
        payment_terms: paymentTerms,
        payment_terms_label: paymentTermsLabel,
        custom_fields: customFields && Object.entries(customFields).map(([
          key,
          value,
        ]) => ({
          label: key,
          value: value,
        })),
        contactpersons: contactpersons && contactpersons.map((item) => ({
          contactperson_id: item,
        })),
        card_id: cardId,
        starts_at: startsAt,
        exchange_rate: exchangeRateFloat,
        place_of_supply: placeOfSupply,
        plan: {
          plan_code: planCode,
          plan_description: planDescription,
          price: priceFloat,
          setup_fee: setupFeeFLoat,
          setup_fee_tax_id: setupFeeTaxId,
          item_custom_fields: itemCustomFields && Object.entries(itemCustomFields).map(([
            key,
            value,
          ]) => ({
            label: key,
            value: value,
          })),
          quantity,
          tax_id: taxId,
          tax_exemption_id: taxExemptionId,
          tax_exemption_code: taxExemptionCode,
          tds_tax_id: tdsTaxId,
          sat_item_key_code: satItemKeyCode,
          unitkey_code: unitkeyCode,
          setup_fee_tax_exemption_id: setupFeeTaxExemptionId,
          setup_fee_tax_exemption_code: setupFeeTaxExemptionCode,
          exclude_trial: excludeTrial,
          exclude_setup_fee: excludeSetupFee,
          billing_cycles: billingCycles,
          trial_days: excludeTrial
            ? 0
            : trialDays,
        },
        addons,
        coupon_code: couponCode,
        reference_id: referenceId,
        salesperson_name: salespersonName,
        payment_gateways: paymentGateways && paymentGateways.map((item) => ({
          payment_gateway: item,
        })),
        create_backdated_invoice: createBackdatedInvoice,
        can_charge_setup_fee_immediately: canChargeSetupFeeImmediately,
        template_id: templateId,
        cfdi_usage: cfdiUsage,
        allow_partial_payments: allowPartialPayments,
        account_id: accountId,
      },
    });

    $.export("$summary", `A new subscription with Id: ${response.subscription?.subscription_id} was successfully created!`);
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Zoho SubscriptionszohoSubscriptionsappThis component uses the Zoho Subscriptions app.
Organization IdorganizationIdstringSelect a value from the drop down menu.
Add To Unbilled ChargesaddToUnbilledChargesboolean

When the value is given as true, the subscription would be created and charges for the current billing cycle will be put as unbilled. This can be converted to invoice at any later point of time.

Customer IdcustomerIdstringSelect a value from the drop down menu.
Payment TermspaymentTermsinteger

Payment Due details for the invoices.

Payment Terms LabelpaymentTermsLabelstring

Label for the paymet due details.

Custom FieldscustomFieldsobject

Additional fields for the invoices.

Contact Person Idcontactpersonsstring[]Select a value from the drop down menu.
Card IdcardIdstringSelect a value from the drop down menu.
Starts AtstartsAtstring

Generally the subscription will start on the day it is created. But, the date can also be a future or past date depending upon your usecase. For future dates, the subscription status would be Future till the starts_at date. And for past dates, the subscription status can be Trial, Live or Expired depending on the subscription interval that you have selected. Format: 0000-00-00

Exchange RateexchangeRatestring

This will be the exchange rate provided for the organization's currency and the customer's currency. The subscription fee would be the multiplicative product of the original price and the exchange rate.

Place Of SupplyplaceOfSupplystring

Place of Supply for the customer's subscription. India GST only.

Plan CodeplanCodestringSelect a value from the drop down menu.
Plan DescriptionplanDescriptionstring

Description of the plan exclusive to this subscription. This will be displayed in place of the plan name in invoices generated for this subscription.

Pricepricestring

Price of a plan for a particular subscription. If a value is provided here, the plan’s price for this subscription will be changed to the given value. If no value is provided, the plan’s price would be the same as what it was when it was created.

Setup FeesetupFeestring

Setup fee for the plan.

Setup Fee Tax IdsetupFeeTaxIdstring

Unique ID for tax of setup fee. Setup Fee Tax Id must be empty for applying tax Exemption.

Item Custom FieldsitemCustomFieldsobject

Custom fields for an item.

Quantityquantityinteger

Required quantity of the chosen plan.

Tax IdtaxIdstring

Unique ID of Tax or Tax Group that must be associated with the plan. tax_id must be empty for applying tax Exemption.

Tax Exemption IdtaxExemptionIdstring

Unique ID of the tax exemption. GST only

Tax Exemption CodetaxExemptionCodestring

Unique code of the tax exemption. GST only

TDS Tax IdtdsTaxIdstring

ID of the TDS tax. Mexico only

Sat Item Key CodesatItemKeyCodestring

Add SAT Item Key Code for your goods/services. Download the CFDI Catalogs. Mexico only

Unit Key CodeunitkeyCodestring

Add SAT Unit Key Code for your goods/services. Download the CFDI Catalogs. Mexico only

Setup Fee Tax Exemption IdsetupFeeTaxExemptionIdstring

Unique Tax Exemption ID that must be applied to setup fee. GST only

Setup Fee Tax Exemption CodesetupFeeTaxExemptionCodestring

Unique code of the tax exemption that must be applied to setup fee. GST only

Exclude TrialexcludeTrialboolean

This is set to true if the respective plan's trial period needs to be excluded for this subscription.

Exclude Setup FeeexcludeSetupFeeboolean

This is set to true if the respective plan's setup fee needs to be excluded for this subscription.

Billing CyclesbillingCyclesinteger

Billing Cycles specified at the time of creation of the plan would be the default value. If this needs to be overridden for this particular subscription, a value can be provided here.

Trial DaystrialDaysinteger

Number of free trial days granted to a customer subscribed to this plan. Trial days for the subscription mentioned here will override the number of trial days provided at the time plan creation. This will be applicable even if Exclude Trial = true. Default is 0 only if Exclude Trial is true

Addonsaddonsstring[]

List of addon objects which are to be included in the subscription.

Coupon CodecouponCodestring

The coupon code of the coupon which is to be applied to the subscription.

Auto CollectautoCollectboolean

Auto Collect is set to true for creating an online subscription which will charge the customer's card automatically on every renewal. To create an offline subscriptions, set Auto Collect to false.

Reference IdreferenceIdstring

A string of your choice is required to easily identify and keep track of your subscriptions.

Sales Person NamesalespersonNamestring

Name of the sales person assigned for the subscription.

Payment GatewayspaymentGatewaysstring[]Select a value from the drop down menu:test_gatewaypayflow_prostripe2checkoutauthorize_netpayments_proforteworldpaywepay
Create Backdated InvoicecreateBackdatedInvoiceboolean

To allow creation of invoice for current billing cycle for back dated subscriptions.

Can Charge Setup Fee ImmediatelycanChargeSetupFeeImmediatelyboolean

If set to true, a separate invoice will be raised for the setup fee as soon as the subscription's trial period starts. Set the value as false, or remove this optional argument if you want the setup fee to be billed at the end of the trial period, along with the other subscription related charges.

Template IdtemplateIdstring

Default Invoice Template ID for all the invoices created from the subscription.

CFDI UsagecfdiUsagestringSelect a value from the drop down menu:acquisition_of_merchandisereturn_discount_bonusgeneral_expensebuildingsfurniture_office_equipmenttransport_equipmentcomputer_equipmentdye_molds_toolstelephone_communicationsatellite_communicationother_machinery_equipmenthospital_expensemedical_expense_disabilityfuneral_expensedonationinterest_mortage_loanscontribution_sarmedical_expense_insurance_pormiumschool_transportation_expensedeposit_saving_accountpayment_educational_serviceno_tax_effectpaymentpayroll
Allow Partial PaymentsallowPartialPaymentsboolean

Boolean to check if partial payments are allowed for the contact. Mexico only

Account IdaccountIdstring

Account ID of the bank account from which payment is made by the customer.

Action Authentication

Zoho Subscriptions uses OAuth authentication. When you connect your Zoho Subscriptions account, Pipedream will open a popup window where you can sign into Zoho Subscriptions and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Subscriptions API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoSubscriptions.fullaccess.all

About Zoho Subscriptions

Subscription billing software, crafted for growing businesses.

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