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← MongoDB + Zoho Billing integrations

Create Customer with Zoho Billing API on New Document from MongoDB API

Pipedream makes it easy to connect APIs for Zoho Billing, MongoDB and 2,400+ other apps remarkably fast.

Trigger workflow on
New Document from the MongoDB API
Next, do this
Create Customer with the Zoho Billing API
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Getting Started

This integration creates a workflow with a MongoDB trigger and Zoho Billing 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 Document trigger
    1. Connect your MongoDB account
    2. Configure Polling Interval
    3. Select a Database
    4. Select a Collection
    5. Configure Timestamp Field
  3. Configure the Create Customer action
    1. Connect your Zoho Billing account
    2. Select a Organization Id
    3. Configure Display Name
    4. Optional- Configure Salutation
    5. Optional- Configure First Name
    6. Optional- Configure Last Name
    7. Configure Email
    8. Optional- Configure Company Name
    9. Optional- Configure Phone
    10. Optional- Configure Mobile
    11. Optional- Configure Department
    12. Optional- Configure Designation
    13. Optional- Configure Website
    14. Optional- Configure Attention
    15. Optional- Configure Street
    16. Optional- Configure City
    17. Optional- Configure State
    18. Optional- Configure Zip
    19. Optional- Configure Country
    20. Optional- Configure State Code
    21. Optional- Configure Fax
    22. Optional- Configure Attention
    23. Optional- Configure Street
    24. Optional- Configure City
    25. Optional- Configure State
    26. Optional- Configure Zip
    27. Optional- Configure Country
    28. Optional- Configure State Code
    29. Optional- Configure Fax
    30. Optional- Configure Payment Terms
    31. Optional- Configure Payment Terms Label
    32. Optional- Configure Currency Code
    33. Optional- Configure ACH Supported
    34. Optional- Configure Twitter
    35. Optional- Configure Facebook
    36. Optional- Configure Skype
    37. Optional- Configure Notes
    38. Optional- Configure Is Portal Enabled
    39. Optional- Configure GTS Number
    40. Optional- Select a GST Treatment
    41. Optional- Configure Place Of Contact
    42. Optional- Select a VAT Treatment
    43. Optional- Configure Tax Registration Number
    44. Optional- Configure TDS Tax Id
    45. Optional- Select a Tax Treatment
    46. Optional- Select a Tax Regime
    47. Optional- Configure Is TDS Registered
    48. Optional- Configure VAT Registration Number
    49. Optional- Configure Is Taxable
    50. Optional- Configure Tax Id
    51. Optional- Configure Tax Authority Id
    52. Optional- Configure Tax Authority Name
    53. Optional- Configure Tax Exemption Id
    54. Optional- Configure Tax Exemption Code
    55. Optional- Configure Invoice Template Id
    56. Optional- Configure Credit Note Template Id
    57. Optional- Configure Custom Fields
  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

New Document on MongoDB
Description:Emit new an event when a new document is added to a collection
Version:0.0.9
Key:mongodb-new-document

MongoDB Overview

The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.

Trigger Code

import common from "../common/base.mjs";
import { Timestamp } from "mongodb";

export default {
  ...common,
  key: "mongodb-new-document",
  name: "New Document",
  description: "Emit new an event when a new document is added to a collection",
  version: "0.0.9",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    database: {
      propDefinition: [
        common.props.mongodb,
        "database",
      ],
    },
    collection: {
      propDefinition: [
        common.props.mongodb,
        "collection",
        (c) => ({
          database: c.database,
        }),
      ],
    },
    timestampField: {
      type: "string",
      label: "Timestamp Field",
      description: "The key of a timestamp field, such as 'created_at' that is set to the current timestamp when a document is created. Must be of type Timestamp.",
    },
  },
  hooks: {
    async deploy() {
      const client = await this.mongodb.getClient();
      await this.processEvent(client, Date.now(), 25);
      await client.close();
    },
  },
  methods: {
    ...common.methods,
    _getLastTs() {
      return this.db.get("lastTs");
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    getTs(doc) {
      try {
        return JSON.parse(doc[this.timestampField]);
      } catch {
        return doc[this.timestampField];
      }
    },
    convertToTimestamp(timestampStr) {
      const bigIntValue = BigInt(timestampStr);
      const seconds = Number(bigIntValue >> 32n);
      const increment = Number(bigIntValue & 0xFFFFFFFFn);
      return new Timestamp({
        t: seconds,
        i: increment,
      });
    },
    async processEvent(client, eventTs, max) {
      const lastTs = this._getLastTs() || 0;
      let maxTs = lastTs;
      let count = 0;
      const collection = this.mongodb.getCollection(client, this.database, this.collection);
      const sort = {
        [this.timestampField]: -1,
      };
      const query = {
        [this.timestampField]: {
          $gt: this.convertToTimestamp(lastTs),
        },
      };
      const documents = await collection.find(query).sort(sort)
        .toArray();
      const docs = [];
      for (const doc of documents) {
        const ts = this.getTs(doc);
        if (!(ts > lastTs) || (max && count >= max)) {
          break;
        }
        if (ts > maxTs) {
          maxTs = ts;
        }
        docs.push(doc);
        count++;
      }
      docs.reverse().forEach((doc) => this.emitEvent(doc, eventTs));
      this._setLastTs(maxTs);
    },
    generateMeta({ _id: id }, ts) {
      return {
        id,
        summary: `New Document ID ${JSON.stringify(id)}`,
        ts,
      };
    },
  },
};

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
MongoDBmongodbappThis component uses the MongoDB app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the API on this schedule

DatabasedatabasestringSelect a value from the drop down menu.
CollectioncollectionstringSelect a value from the drop down menu.
Timestamp FieldtimestampFieldstring

The key of a timestamp field, such as 'created_at' that is set to the current timestamp when a document is created. Must be of type Timestamp.

Trigger Authentication

MongoDB uses API keys for authentication. When you connect your MongoDB account, Pipedream securely stores the keys so you can easily authenticate to MongoDB APIs in both code and no-code steps.

Before you connect to your Mongo database from Pipedream, please make sure your database is accessible from the public internet. You may need to add a firewall rule allowing connections from 0.0.0.0/0.

Then, enter the details of your Mongo host / database below.

About MongoDB

MongoDB is an open source NoSQL database management program.

Action

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

Zoho Billing 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 zohoSubscriptions from "../../zoho_subscriptions.app.mjs";

export default {
  key: "zoho_subscriptions-create-customer",
  name: "Create Customer",
  version: "0.0.1",
  description: "Create a new customer. [See the documentation](https://www.zoho.com/subscriptions/api/v1/customers/#create-a-customer)",
  type: "action",
  props: {
    zohoSubscriptions,
    organizationId: {
      propDefinition: [
        zohoSubscriptions,
        "organizationId",
      ],
    },
    displayName: {
      type: "string",
      label: "Display Name",
      description: "Name of the customer which will be displayed in the interface and invoices.",
    },
    salutation: {
      type: "string",
      label: "Salutation",
      description: "Salutation of the customer.",
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the customer.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the customer.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the customer.",
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Registered name of the company the customer represents.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Customer's landline or fixed-line number.",
      optional: true,
    },
    mobile: {
      type: "string",
      label: "Mobile",
      description: "Customer's mobile phone number.",
      optional: true,
    },
    department: {
      type: "string",
      label: "Department",
      description: "Customer's department.",
      optional: true,
    },
    designation: {
      type: "string",
      label: "Designation",
      description: "Customer's designation.",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Customer's website if any.",
      optional: true,
    },
    billingAddressAttention: {
      type: "string",
      label: "Attention",
      description: "Attention of the customer's billing address.",
      optional: true,
    },
    billingAddressStreet: {
      type: "string",
      label: "Street",
      description: "Street of the customer's billing address.",
      optional: true,
    },
    billingAddressCity: {
      type: "string",
      label: "City",
      description: "City of the customer's billing address.",
      optional: true,
    },
    billingAddressState: {
      type: "string",
      label: "State",
      description: "State of the customer's billing address.",
      optional: true,
    },
    billingAddressZip: {
      type: "string",
      label: "Zip",
      description: "Zip of the customer's billing address.",
      optional: true,
    },
    billingAddressCountry: {
      type: "string",
      label: "Country",
      description: "Country of the customer's billing address.",
      optional: true,
    },
    billingAddressStateCode: {
      type: "string",
      label: "State Code",
      description: "State Code of the customer's billing address.",
      optional: true,
    },
    billingAddressFax: {
      type: "string",
      label: "Fax",
      description: "Fax of the customer's billing address.",
      optional: true,
    },
    shippingAddressAttention: {
      type: "string",
      label: "Attention",
      description: "Attention of the customer's shipping address.",
      optional: true,
    },
    shippingAddressStreet: {
      type: "string",
      label: "Street",
      description: "Street of the customer's shipping address.",
      optional: true,
    },
    shippingAddressCity: {
      type: "string",
      label: "City",
      description: "City of the customer's shipping address.",
      optional: true,
    },
    shippingAddressState: {
      type: "string",
      label: "State",
      description: "State of the customer's shipping address.",
      optional: true,
    },
    shippingAddressZip: {
      type: "string",
      label: "Zip",
      description: "Zip of the customer's shipping address.",
      optional: true,
    },
    shippingAddressCountry: {
      type: "string",
      label: "Country",
      description: "Country of the customer's shipping address.",
      optional: true,
    },
    shippingAddressStateCode: {
      type: "string",
      label: "State Code",
      description: "State Code of the customer's shipping address.",
      optional: true,
    },
    shippingAddressFax: {
      type: "string",
      label: "Fax",
      description: "Fax of the customer's shipping address.",
      optional: true,
    },
    paymentTerms: {
      propDefinition: [
        zohoSubscriptions,
        "paymentTerms",
      ],
      description: "Net payment term for the customer.",
      optional: true,
    },
    paymentTermsLabel: {
      propDefinition: [
        zohoSubscriptions,
        "paymentTermsLabel",
      ],
      description: "Text field of payment terms.",
      optional: true,
    },
    currencyCode: {
      type: "string",
      label: "Currency Code",
      description: "Currency code of the currency in which the customer wants to pay. If **Currency Code** is not specified here, the currency chosen in your Zoho Subscriptions organization will be used for billing.",
      optional: true,
    },
    achSupported: {
      type: "boolean",
      label: "ACH Supported",
      description: "Set to true if ACH payment is supported for the customer. Default is `false`",
      optional: true,
    },
    twitter: {
      type: "string",
      label: "Twitter",
      description: "Twitter profile of the customer.",
      optional: true,
    },
    facebook: {
      type: "string",
      label: "Facebook",
      description: "Facebook profile of the customer.",
      optional: true,
    },
    skype: {
      type: "string",
      label: "Skype",
      description: "Skype ID of the customer.",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "A short note about the customer.",
      optional: true,
    },
    isPortalEnabled: {
      type: "boolean",
      label: "Is Portal Enabled",
      description: "Is Client portal enabled for the customer.",
      optional: true,
    },
    gstNo: {
      type: "string",
      label: "GTS Number",
      description: "GSTIN Number for the customer. `India GTS only`.",
      optional: true,
    },
    gstTreatment: {
      type: "string",
      label: "GST Treatment",
      description: "GST Treatment for the customer. `India GTS only`.",
      options: [
        "business_gst",
        "business_none",
        "consumer",
        "overseas",
        "business_gst",
        "business_none",
        "consumer",
        "overseas",
      ],
      optional: true,
    },
    placeOfContact: {
      type: "string",
      label: "Place Of Contact",
      description: "Customer's place of contact. `India GTS only`.",
      optional: true,
    },
    vatTreatment: {
      type: "string",
      label: "VAT Treatment",
      description: "VAT treatment of the contact. `VAT only`.",
      options: [
        "uk",
        "eu_vat_registered",
        "overseas",
      ],
      optional: true,
    },
    taxRegNo: {
      type: "string",
      label: "Tax Registration Number",
      description: "12 digit Tax Registration number of a contact with Tax treatment as **home_country_mexico**, **border_region_mexico**, **non_mexico**. Consumers generic RFC: `XAXX010101000`, Overseas generic RFC: `XEXX010101000`. `Mexico only`.",
      optional: true,
    },
    tdsTaxId: {
      type: "string",
      label: "TDS Tax Id",
      description: "ID of the TDS tax. `Mexico only`.",
      optional: true,
    },
    taxTreatment: {
      type: "string",
      label: "Tax Treatment",
      description: "VAT treatment of the contact. `Mexico only`.",
      options: [
        "home_country_mexico",
        "border_region_mexico",
        "non_mexico",
      ],
      optional: true,
    },
    taxRegime: {
      type: "string",
      label: "Tax Regime",
      description: "Tax Regime of the contact. `Mexico only`.",
      options: [
        "general_legal_person",
        "legal_entities_non_profit",
        "resident_abroad",
        "production_cooperative_societies",
        "agricultural_livestock",
        "optional_group_of_companies",
        "coordinated",
        "simplified_trust",
        "wages_salaries_income",
        "lease",
        "property_disposal_acquisition",
        "other_income",
        "resident_abroad",
        "divident_income",
        "individual_business_professional",
        "interest_income",
        "income_obtaining_price",
        "no_tax_obligation",
        "tax_incorporation",
        "income_through_technology_platform",
        "simplified_trust",
      ],
      optional: true,
    },
    isTdsRegistered: {
      type: "boolean",
      label: "Is TDS Registered",
      description: "Boolean to check if tax is registered. `Mexico only`.",
      optional: true,
    },
    vatRegNo: {
      type: "string",
      label: "VAT Registration Number",
      description: "VAT Registration number of a contact with length should be between 2 and 12 characters. `VAT only`.",
      optional: true,
    },
    isTaxable: {
      type: "boolean",
      label: "Is Taxable",
      description: "Set to true if customer's transactions must be tax inclusive. `Sales Tax` , `GST only`",
      optional: true,
    },
    taxId: {
      type: "string",
      label: "Tax Id",
      description: "Unique ID of the tax or tax group that can be collected from the contact. Tax can be given only if **Is Taxable** is `true`.",
      optional: true,
    },
    taxAuthorityId: {
      type: "string",
      label: "Tax Authority Id",
      description: "Unique ID of the tax authority. Tax authority depends on the location of the customer. For example, if the customer is located in NY, then the tax authority is NY tax authority.",
      optional: true,
    },
    taxAuthorityName: {
      type: "string",
      label: "Tax Authority Name",
      description: "Unique name of the tax authority. Either **Tax Authority Id** or **Tax Authority Name** can be given.",
      optional: true,
    },
    taxExemptionId: {
      type: "string",
      label: "Tax Exemption Id",
      description: "Unique ID of the tax exemption. `Sales Tax` , `GST only`",
      optional: true,
    },
    taxExemptionCode: {
      type: "string",
      label: "Tax Exemption Code",
      description: "Unique code of the tax exemption. `Sales Tax` , `GST only`",
      optional: true,
    },
    invoiceTemplateId: {
      type: "string",
      label: "Invoice Template Id",
      description: "Unique Id used to denote the invoice template.",
      optional: true,
    },
    creditnoteTemplateId: {
      type: "string",
      label: "Credit Note Template Id",
      description: "Unique Id used to denote the credit note template.",
      optional: true,
    },
    customFields: {
      propDefinition: [
        zohoSubscriptions,
        "customFields",
      ],
      description: "Additional fields for customers.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      zohoSubscriptions,
      organizationId,
      displayName,
      firstName,
      lastName,
      companyName,
      billingAddressAttention,
      billingAddressStreet,
      billingAddressCity,
      billingAddressState,
      billingAddressZip,
      billingAddressCountry,
      billingAddressStateCode,
      billingAddressFax,
      shippingAddressAttention,
      shippingAddressStreet,
      shippingAddressCity,
      shippingAddressState,
      shippingAddressZip,
      shippingAddressCountry,
      shippingAddressStateCode,
      shippingAddressFax,
      paymentTerms,
      paymentTermsLabel,
      currencyCode,
      achSupported,
      isPortalEnabled,
      gstNo,
      gstTreatment,
      placeOfContact,
      vatTreatment,
      taxRegNo,
      tdsTaxId,
      taxTreatment,
      taxRegime,
      isTdsRegistered,
      vatRegNo,
      isTaxable,
      taxId,
      taxAuthorityId,
      taxAuthorityName,
      taxExemptionId,
      taxExemptionCode,
      invoiceTemplateId,
      creditnoteTemplateId,
      customFields,
      ...data
    } = this;

    const response = await zohoSubscriptions.createCustomer({
      $,
      organizationId,
      data: {
        ...data,
        display_name: displayName,
        first_name: firstName,
        last_name: lastName,
        company_name: companyName,
        billing_address: {
          attention: billingAddressAttention,
          street: billingAddressStreet,
          city: billingAddressCity,
          state: billingAddressState,
          zip: billingAddressZip,
          country: billingAddressCountry,
          stateCode: billingAddressStateCode,
          fax: billingAddressFax,
        },
        shipping_address: {
          attention: shippingAddressAttention,
          street: shippingAddressStreet,
          city: shippingAddressCity,
          state: shippingAddressState,
          zip: shippingAddressZip,
          country: shippingAddressCountry,
          stateCode: shippingAddressStateCode,
          fax: shippingAddressFax,
        },
        payment_terms: paymentTerms,
        payment_terms_label: paymentTermsLabel,
        currency_code: currencyCode,
        ach_supported: achSupported,
        is_portal_enabled: isPortalEnabled,
        gst_no: gstNo,
        gst_treatment: gstTreatment,
        place_of_contact: placeOfContact,
        vat_treatment: vatTreatment,
        tax_reg_no: taxRegNo,
        tds_tax_id: tdsTaxId,
        tax_treatment: taxTreatment,
        tax_regime: taxRegime,
        is_tds_registered: isTdsRegistered,
        vat_reg_no: vatRegNo,
        is_taxable: isTaxable,
        tax_id: taxId,
        tax_authority_id: taxAuthorityId,
        tax_authority_name: taxAuthorityName,
        tax_exemption_id: taxExemptionId,
        tax_exemption_code: taxExemptionCode,
        default_templates: {
          invoice_template_id: invoiceTemplateId,
          creditnote_template_id: creditnoteTemplateId,
        },
        custom_fields: customFields && Object.entries(customFields).map(([
          key,
          value,
        ]) => ({
          label: key,
          value: value,
        })),
      },
    });

    $.export("$summary", `A new customer with Id: ${response.customer?.customer_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 BillingzohoSubscriptionsappThis component uses the Zoho Billing app.
Organization IdorganizationIdstringSelect a value from the drop down menu.
Display NamedisplayNamestring

Name of the customer which will be displayed in the interface and invoices.

Salutationsalutationstring

Salutation of the customer.

First NamefirstNamestring

First name of the customer.

Last NamelastNamestring

Last name of the customer.

Emailemailstring

Email address of the customer.

Company NamecompanyNamestring

Registered name of the company the customer represents.

Phonephonestring

Customer's landline or fixed-line number.

Mobilemobilestring

Customer's mobile phone number.

Departmentdepartmentstring

Customer's department.

Designationdesignationstring

Customer's designation.

Websitewebsitestring

Customer's website if any.

AttentionbillingAddressAttentionstring

Attention of the customer's billing address.

StreetbillingAddressStreetstring

Street of the customer's billing address.

CitybillingAddressCitystring

City of the customer's billing address.

StatebillingAddressStatestring

State of the customer's billing address.

ZipbillingAddressZipstring

Zip of the customer's billing address.

CountrybillingAddressCountrystring

Country of the customer's billing address.

State CodebillingAddressStateCodestring

State Code of the customer's billing address.

FaxbillingAddressFaxstring

Fax of the customer's billing address.

AttentionshippingAddressAttentionstring

Attention of the customer's shipping address.

StreetshippingAddressStreetstring

Street of the customer's shipping address.

CityshippingAddressCitystring

City of the customer's shipping address.

StateshippingAddressStatestring

State of the customer's shipping address.

ZipshippingAddressZipstring

Zip of the customer's shipping address.

CountryshippingAddressCountrystring

Country of the customer's shipping address.

State CodeshippingAddressStateCodestring

State Code of the customer's shipping address.

FaxshippingAddressFaxstring

Fax of the customer's shipping address.

Payment TermspaymentTermsinteger

Net payment term for the customer.

Payment Terms LabelpaymentTermsLabelstring

Text field of payment terms.

Currency CodecurrencyCodestring

Currency code of the currency in which the customer wants to pay. If Currency Code is not specified here, the currency chosen in your Zoho Subscriptions organization will be used for billing.

ACH SupportedachSupportedboolean

Set to true if ACH payment is supported for the customer. Default is false

Twittertwitterstring

Twitter profile of the customer.

Facebookfacebookstring

Facebook profile of the customer.

Skypeskypestring

Skype ID of the customer.

Notesnotesstring

A short note about the customer.

Is Portal EnabledisPortalEnabledboolean

Is Client portal enabled for the customer.

GTS NumbergstNostring

GSTIN Number for the customer. India GTS only.

GST TreatmentgstTreatmentstringSelect a value from the drop down menu:business_gstbusiness_noneconsumeroverseasbusiness_gstbusiness_noneconsumeroverseas
Place Of ContactplaceOfContactstring

Customer's place of contact. India GTS only.

VAT TreatmentvatTreatmentstringSelect a value from the drop down menu:ukeu_vat_registeredoverseas
Tax Registration NumbertaxRegNostring

12 digit Tax Registration number of a contact with Tax treatment as home_country_mexico, border_region_mexico, non_mexico. Consumers generic RFC: XAXX010101000, Overseas generic RFC: XEXX010101000. Mexico only.

TDS Tax IdtdsTaxIdstring

ID of the TDS tax. Mexico only.

Tax TreatmenttaxTreatmentstringSelect a value from the drop down menu:home_country_mexicoborder_region_mexiconon_mexico
Tax RegimetaxRegimestringSelect a value from the drop down menu:general_legal_personlegal_entities_non_profitresident_abroadproduction_cooperative_societiesagricultural_livestockoptional_group_of_companiescoordinatedsimplified_trustwages_salaries_incomeleaseproperty_disposal_acquisitionother_incomeresident_abroaddivident_incomeindividual_business_professionalinterest_incomeincome_obtaining_priceno_tax_obligationtax_incorporationincome_through_technology_platformsimplified_trust
Is TDS RegisteredisTdsRegisteredboolean

Boolean to check if tax is registered. Mexico only.

VAT Registration NumbervatRegNostring

VAT Registration number of a contact with length should be between 2 and 12 characters. VAT only.

Is TaxableisTaxableboolean

Set to true if customer's transactions must be tax inclusive. Sales Tax , GST only

Tax IdtaxIdstring

Unique ID of the tax or tax group that can be collected from the contact. Tax can be given only if Is Taxable is true.

Tax Authority IdtaxAuthorityIdstring

Unique ID of the tax authority. Tax authority depends on the location of the customer. For example, if the customer is located in NY, then the tax authority is NY tax authority.

Tax Authority NametaxAuthorityNamestring

Unique name of the tax authority. Either Tax Authority Id or Tax Authority Name can be given.

Tax Exemption IdtaxExemptionIdstring

Unique ID of the tax exemption. Sales Tax , GST only

Tax Exemption CodetaxExemptionCodestring

Unique code of the tax exemption. Sales Tax , GST only

Invoice Template IdinvoiceTemplateIdstring

Unique Id used to denote the invoice template.

Credit Note Template IdcreditnoteTemplateIdstring

Unique Id used to denote the credit note template.

Custom FieldscustomFieldsobject

Additional fields for customers.

Action Authentication

Zoho Billing uses OAuth authentication. When you connect your Zoho Billing account, Pipedream will open a popup window where you can sign into Zoho Billing 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 Billing API.

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

ZohoSubscriptions.fullaccess.all

About Zoho Billing

Subscription billing software, crafted for growing businesses.

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