Zuora

• New accountRuns when a customer account is added to Zuora, with its bill-to contact. Accounts already there when the workflow is turned on don't start it.
• Account updatedRuns each time a customer account changes in Zuora, including its balance when it is invoiced or paid. Changes made before the workflow was turned on don't start it.
• New subscriptionRuns when a subscription is created in Zuora, with its account, term and rate plans. Subscriptions already there when the workflow is turned on don't start it.
• Subscription changedRuns each time a subscription gets a new version in Zuora: a product added or removed, a renewal, a new term, a suspension, a cancellation. Changes made before the workflow was turned on don't start it.
• Subscription cancelledRuns when a subscription is cancelled in Zuora, with the date the cancellation takes effect. Cancellations made before the workflow was turned on don't start it.
• Subscription suspendedRuns when a subscription is suspended in Zuora. Suspensions made before the workflow was turned on don't start it.
• New orderRuns when an order is placed in Zuora, such as a new subscription or a change to one. Orders placed before the workflow was turned on don't start it.
• Invoice postedRuns when an invoice is posted in Zuora, with its amount, balance and due date. Invoices posted before the workflow was turned on don't start it.
• Invoice overdueRuns once for each posted invoice that passes its due date with something still owed, within a week of the due date. Invoices already overdue when the workflow is turned on don't start it.
• Payment receivedRuns when a payment is processed in Zuora, charged or recorded, with how much of it is applied. Payments made before the workflow was turned on don't start it.
• Payment failedRuns when a payment fails in Zuora (its status is Error), with what the payment gateway said. Payments that failed before the workflow was turned on don't start it.
• New refundRuns when a refund is made in Zuora, with its amount, method and what it refunds. Refunds made before the workflow was turned on don't start it.

• Create accountAdd a customer account with its bill-to contact, ready for subscriptions. Auto-pay starts off, since it needs a payment method.
• Get accountGet a customer account with its balance, monthly recurring revenue and bill-to contact.
• Update accountChange a customer account and its bill-to contact. Fields left blank keep what they have. Giving an email turns on emailed invoices.
• Find accountsFind customer accounts by name, number, contact email or CRM ID, latest change first. Leave every field blank to list the latest.
• Delete accountDelete a customer account with everything on it: subscriptions, invoices, payments and usage. Zuora does it in the background and the account ends up Canceled. This can't be undone.
• List productsList the products in your catalog with their rate plans and the IDs Create subscription and Add product take.
• Create subscriptionSubscribe a customer account to one or more rate plans from your catalog, for a fixed term or ongoing. Zuora makes it through an order.
• Get subscriptionGet a subscription's latest version: its status, term, dates, monthly recurring revenue and rate plans.
• Find subscriptionsFind subscriptions by account and status, latest change first. Leave every field blank to list the latest.
• Add product to subscriptionAdd a rate plan from your catalog to a subscription, such as an add-on or an upgrade.
• Remove product from subscriptionTake a rate plan off a subscription, named by the catalog rate plan it came from or its ID on the subscription.
• Renew subscriptionRenew a fixed-term subscription for another term now, without waiting for the end of this one.
• Turn auto-renew on or offChoose whether a fixed-term subscription renews by itself at the end of its term.
• Suspend subscriptionPause a subscription: billing stops until it is resumed.
• Resume subscriptionStart a suspended subscription again, today or on a date.
• Cancel subscriptionCancel a subscription at the end of its term, at the end of the period already invoiced, or on a date. Cancelling before the end of an invoiced period makes a credit for the unused part.
• Invoice account nowMake the invoices a customer account is due now, without waiting for a bill run, as drafts or posted.
• Find invoicesFind invoices by account, status, invoice date, or only unpaid or overdue ones, newest first.
• Get invoiceGet an invoice with its amount, what is still owed and its dates.
• Post invoicePost a draft invoice, so it can be sent to the customer and paid.
• Email invoiceEmail a posted invoice to its bill-to contact, or to the addresses you give. Zuora's Manual Email For Invoice notification must be on.
• Record paymentRecord a payment received outside Zuora, such as a check or a wire, and apply it to an invoice. Nothing is charged. Without an invoice it stays on the account, unapplied.
• Find paymentsFind payments by account, status or type, newest first. Leave every field blank to list the newest.
• Get paymentGet a payment with how much of it is applied, unapplied and refunded.
• Record usageRecord how much a customer used, such as minutes or API calls, for a usage charge on their subscription to bill.

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