Usermind + Zuora

A better way to connect Zuora subscription billing with Salesforce and other services.

Because Usermind supports customizations in Zuora, Salesforce, and every other connected app, it's easy to build better workflows around your business needs.

Usermind + Zuora

A better way to connect Zuora subscription billing with Salesforce and other services.

Coming Soon
Zuora

Because Usermind supports customizations in Zuora, Salesforce, and every other connected app, it's easy to build better workflows around your business needs.

How to connect

Zuora

We will work with your engineering team to integrate your Zuora instance with Usermind.

What can you do with

Zuora

Map Zuora data to custom fields in Salesforce. Get better revenue attribution by syncing Zuora records with Salesforce reporting. Instantly manage billing issues based on triggers from your web analytics platform.
Zuora

CONDITIONS

New Account

Triggers when a new Account is created.

New Invoice

Triggers when a new Invoice is created.

New InvoiceItem

Triggers when a new InvoiceItem is created.

New InvoicePayment

Triggers when a new InvoicePayment is created.

New Payment

Triggers when a new Payment is created.

New Subscription

Triggers when a new Subscription is created.

New ProductRatePlan

Triggers when a new ProductRatePlan or  ProductRatePlanCharge is created.

Zuora

SEARCHES

Find Account

Find accounts whose X matches the search criteria. Optionally, create one if none are found.

Find Invoice

Find invoices whose X contains or matches the search criteria.

Find InvoiceItem

Find InvoiceItems whose X contains or matches the search criteria.

Find InvoicePayment

Find InvoicePayments whose X contains or matches the search criteria.

Find Payment

Find Payments whose X contains or matches the search criteria.

Find Subscription

Find a Subscription whose X contains or matches the search criteria. Optionally, create one if none are found.

Find ProductRatePlan

Find a ProductRate Plan or ProductRatePlanCharge whose X matches the search criteria.

Zuora

ACTIONS

Create Account

Creates an account.

Update Account

Updates an optional field on Account based on other information (ex: AdditionalEmailAddress).

Updates the BillCycleDate for an Account based on other information.

Updates the Currency information for an Account based on other information.

Updates the Name for an Account based on other information.

Updates the PaymentTerm for an Account based on other information.

Updates the Status for an Account based on other information.

Create Subscription

Creates a bundled subscription.

Interested in accessing more Zuora data to trigger new rules across your CRM, marketing automation, and other systems? Usermind can support other functions in the Zuora API.
See what else is supported by the Zuora API

Frequently used with

Need a different integration? Let us know.
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About

Zuora

Zuora is a leading provider of online recurring billing and payment solutions for SaaS and subscription businesses.

About Usermind

Usermind's customer journey orchestration platform makes it simple to integrate systems, automate complex processes, and improve business outcomes.

Ready for billing to be the most seamless phase of your customer journey?
Request my demo