Zoho Subscriptions

Updated 5 years ago

Zoho Subscriptions Integration

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both ClickSend and Zoho Subscriptions. So what we want to achieve here is to send an SMS to the user to notify them when a payment occurs through Zoho Subscriptions.

So, let's get started.

Instructions

Step 1:

Login to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select Zoho Subscriptions as our trigger app. Next, check Payment Success as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your Zoho Subscriptions account.

Enter your Domain and Auth Token.

Then click Yes, Continue button.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose ClickSend.

Next select Send SMS as our action.

Then click Save + Continue button.

Step 6:

Next, let's add your ClickSend account. Click Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Click the Test button to check if it was successful.

Then click Save + Continue button.

Step 7:

Let's set up our SMS message.

In the To input field as the number of the person or people you want notified about the payment.

Enter a custom generic message into the Message input box about the order using the Zoho Subscriptions placeholders (Customer Name, Date, Amount, Etc).

Set the From input box as the name your business or something else meaningful.

Then click Continue button.