[ Sales and CRM ]
Zuora integration for your workflows.
Connect Zuora to Collabase once and use 4 actions in your workflows. No code needed, hosted in Switzerland.
Zuora in Collabase
Connect Zuora to Collabase once and use 4 actions in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Cloud-based subscription management platform that enables businesses to launch and monetize subscription services.
How to connect it
- Open the integrations in the workspace settings.
- Choose Zuora and connect your account.
- Add a trigger or an action to the workflow.
- Establish a Dedicated API User : Zuora recommends creating a distinct API user specifically for OAuth authentication with write permissions. Refer to the API User Creation Guide for detailed instructions on setting up this user.
- Create OAuth Client : After setting up the API user, it's essential to create an OAuth client tailored for this user.Detailed instructions can be found in the OAuth Client Creation Guide.
- Refer to Base API URL : Utilize the Base API URL provided by Zuora for your environment. This URL serves as the entry point for accessing the Zuora API.
Zuora triggers
Zuora does not start a workflow on its own. You use its actions after any other trigger.
Zuora actions
| Name | Description | Fields |
|---|---|---|
| Create Invoice | Create a standalone invoice. |
+ 1
|
| Find Customer Account | Retrieves account based on name. |
|
| Find Product Rate Plan | Retrieves product rate plan with charges. |
|
| Find Product | Retrieves product based on sku. |
|
[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Zuora
What can I automate with Zuora in Collabase?
Zuora brings 4 actions and 0 triggers, for example Create Invoice, Find Customer Account, Find Product Rate Plan and Find Product. You combine them in a workflow without code and mix them with every other integration.
How do I connect Zuora to Collabase?
You open the integrations in the workspace settings, choose Zuora and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.
Does the Zuora integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.