Zoho Billing is an end-to-end billing solution for growing businesses. You can use it to deploy diverse pricing models, manage users, collect payments, and create reports that help you make decisions.

MoEngage × Zoho Billing

When you integrate MoEngage and Zoho Billing, you can sync subscription and payment data to your MoEngage account. You can then automate communications based on billing events and personalize campaigns with subscription details.

Use Cases

Integrating Zoho Billing with MoEngage helps you solve the following use case:

Send personalized communication : Use Zoho Billing data, such as subscription status, payment history, and upcoming renewals, to send targeted and personalized messages from MoEngage. For example, you can send renewal reminders, payment failure notifications, or upgrade offers to specific user segments.
Automated lifecycle campaign : Create automated user journeys in MoEngage that are triggered by billing events in Zoho Billing. You can use these events to automatically onboard new subscribers, re-engage users who have churned, or send special promotions to long-term users.

Integration

You need the following to set up the integration:

An active account with Zoho Billing.
Permissions in your Zoho Billing account to create and manage webhooks.

Step 1: Get Your MoEngage Endpoint

To get a dedicated endpoint for your integration, please contact the MoEngage Support team. In your request, you must specify the common identifier used to link user profiles between MoEngage and the partner platform. For example, the common identifier is your email ID or the phone number of the user.

Step 2: Set Up a Webhook in Zoho Billing

To set up a Webhook in Zoho Billing, perform the following steps:

On the Zoho Billing dashboard, navigate to Settings > Automation > Workflow Actions.
Click the Webhooks tab.
Click + New Webhook in the upper-right corner. Click + New Webhook in the upper-right corner.
Enter a descriptive name for your Webhook (for example, MoEngage Subscription Updates).
Select the module that will trigger the Webhook (for example, Subscriptions or Invoices).
Select the specific events that will send an update to MoEngage.

For certain modules like Subscriptions, Zoho Billing offers both Immediate Events and Scheduled Events. Select the event type that best suits your integration needs.

In the Webhook configuration section, enter the following details:

Field	Description
Action	Ensure the method is set to POST. Then, enter the MoEngage endpoint URL provided by our support team.
Headers	Add the following custom headers: Content-Type: application/json Authorization: To get your Basic Token, use an online Basic Auth Header Generator tool. You must enter your Workspace ID as username and Data API Key as password. Your API token is located in the MoEngage Dashboard under Settings >> APIs. Paste the following value as your Basic Authentication Token: `Basic Qk5CR1NNNUR4eHh4eHhWQ1hSRFJEWTdSOlFsWHVoTHVaeHh4eHh4QWQrQnBYUEotNw==` Note: Ensure the token is copied completely without extra spaces.
Authorization Type	You must select Self Authorization as the Authorization Type.
Body	In the body section, you must perform one of the following: • To update only certain standard fields in MoEngage, select Default Payload. • If you want to implement a custom payload, select Raw in JSON format. Then, share the sample payload structure with the support team for webhook setup assistance.

Click Save.

If the webhook fails to save or does not trigger as expected, re-check all entered values, especially the MoEngage endpoint URL and the authorization token.
Ensure there are no leading or trailing spaces in the authorization token.

After saving the webhook, trigger a test event in Zoho Billing (for example, create a new subscription or update an existing invoice, depending on the module selected). You can contact the MoEngage support team for help with verifying data ingestion.

User Attributes Synced from Zoho Billing

By default, the Zoho Billing integration automatically syncs the following key subscription and invoice data to MoEngage as user attributes to enhance your ability to segment and personalize campaigns:

Subscription Events

Attribute name	Description
Subscription plan name	This displays the name of the subscription plan, which is often shown on invoices.
Subscription plan code	This is the unique code that identifies the user’s subscription plan.
Subscription status	This is the current status of the subscription (for example: live, trial, canceled).
Subscription number	This is the unique identifier for the user’s subscription.

Invoice Events

Attribute name	Description
Invoice number	This is the unique ID of an invoice (typically starts with INV).
Invoice total	This is the final amount due for the invoice after all credits are applied.
Invoice status	This is the current status of the invoice (for example: paid, sent, overdue, void).
Invoice due date	This is the date by which the invoice payment must be made to avoid being overdue.
Invoice payment date	This is the date on which the invoice was successfully paid.
Invoice balance	This is the remaining unpaid amount of an invoice.

Step 3: Send Target Campaigns on MoEngage

After the integration is active, user attributes and events from Zoho Billing will appear in MoEngage. You can segment the users based on their data and send them targeted campaigns:

​MoEngage × Zoho Billing

​Use Cases

​Integration

​Step 1: Get Your MoEngage Endpoint

​Step 2: Set Up a Webhook in Zoho Billing

​User Attributes Synced from Zoho Billing

​Subscription Events

​Invoice Events

​Step 3: Send Target Campaigns on MoEngage

MoEngage × Zoho Billing

Use Cases

Integration

Step 1: Get Your MoEngage Endpoint

Step 2: Set Up a Webhook in Zoho Billing

User Attributes Synced from Zoho Billing

Subscription Events

Invoice Events

Step 3: Send Target Campaigns on MoEngage