Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Google Sheets
Trigger: Perform a Function
Zuora
Action: Select an action
1. Select a trigger
  • Receives data from the MAKE_FUNCTION or INTEGROMAT functions used in a sheet. Please note, the Sheets Add-On is required.

  • Triggers when a cell is updated. Watches only changes made in Google Sheet app. Sheets Add-On required.

  • Triggers when a new row is added.

2. Select an action
  • Creates a billing preview run for multiple customer accounts. Use the Perform a Billing Preview Run module to create and retrieve a billing preview run all in one module.

  • Create a product rate plan with custom JSON payload.

  • Create a product rate plan charge for a specified rate plan using a custom JSON payload.

  • Create a usage record with a JSON payload.

  • Get all the information and fields from a Zuora object.

  • Download the most current invoice as a PDF.

  • Retrieve a product rate plan charge by id.

  • Retrieve the custom fields of a specific object.

  • Make an arbitrary authorized API call.

  • Creates and retrieves a billing preview run. The maximum amount of time this module will check for the preview run to be complete is 6 mins, for larger runs use the Billing Preview Run (Advanced) modules.

  • Submits and retrieves a data query performed by Zuora.

  • Retrieves the information about a specific bill run.

  • Retrieves a preview of future invoice items for multiple customer accounts through a billing preview run.

  • Retrieves a data query job.

  • Retrieve files such as export results, invoices, and accounting period reports.

  • Run a specified workflow.

  • Submits a data query to be performed by Zuora and creates a query job.

  • Updates the information about a product rate plan charge with a custom JSON payload.

  • Updates the price of a product rate plan charge tier. To make other updates to product rate plan charge tiers, use Update a Product Rate Plan Charge.

  • Updates a usage record with a JSON payload.

Select a trigger and an action

Create workflow (opens in a new tab)