Zuora

Also an agent tool

finance-billing

Zuora Billing REST API (/v1). Subscription-billing platform surface: Accounts (create/get/update/summary/basic-info + object CRUD), Subscriptions (create/get-by-key/update/cancel/renew/preview + list by account), Bill Runs (create/get/post/delete), Invoices (query/get/update/collect/post/reverse/emails/items/files-PDF + write-off via credit memo), Credit & Debit Memos (create/get/list/post/apply/refund/items/PDF), Payments (create/get/list/apply/refund/cancel), Refunds (create/get/list), Payment Methods (create/get/list/update/delete/set-default), Products + Product Rate Plans + Product Rate Plan Charges (catalog CRUD), Catalog (get product catalog), Orders (create/preview/get/list + pending), Order Line Items, Usage (upload file/list), Accounting: Journal Runs (create/get/cancel), Accounting Periods (create/get/list/close/run-trial-balance), Accounting Codes (create/get/list/activate/deactivate), Rate Plans on a subscription, Amendments (legacy create/get/update/preview), Invoice Items, Taxation Items, Describe (object metadata /describe/{object}), Data Query (POST /query/jobs async ZOQL + get job + cancel), and generic Object Model CRUD (POST/GET/PUT/DELETE /object/{type}). Auth is OAuth2 client_credentials — POST /oauth/token with grant_type=client_credentials + client_id + client_secret returns a Bearer token. Zuora is multi-region + has API Sandbox tenants: the REST host varies (US prod rest.zuora.com, US API Sandbox rest.apisandbox.zuora.com, EU prod rest.eu.zuora.com, EU sandbox rest.sandbox.eu.zuora.com, AP/other). Both the API base URL and the OAuth token URL live on the SAME host, so the host is a connector config value {config.region_host} defaulting to US production, and auth.environments provides production/sandbox profiles (ADR-044). Zuora Notifications/Callouts are configured in the Zuora UI and are not delivered as a registered signed webhook to us — there are no triggers; change notification is via polling the invoices/subscriptions/accounts query or Data Query (zuora-01).

Provider API docs ↗

75 actions · 1 triggers

The Zuora integration lets you connect Zuora to your automations with 75 actions and 1 triggers — and every action is also a tool an AI agent can call. Examples: Get Product Catalog, Create Account, Get Account, Get Account Summary, Update Account. No blank-canvas wiring — connect it and use it in your workflows.

Every action below is also a tool an AI agent can call — the same pack powers your workflows and your agents.

Triggers 1

Events in Zuora that can start a workflow.

polling

New or updated Zuora records (Data Query, polled)

Submits a ZOQL Data Query job filtered by an updateddate >= watermark, then downloads the completed result. Because the job is asynchronous, the workflow must submit the job and read its result file; use conservative intervals.

Actions 75

What Zervanor can do in Zuora.

V172

GET

Get Product Catalog

Get the full product catalog: products with their rate plans and charges (GET /v1/catalog/products). Safe read used as the identity + connectivity probe.

POST

Create Account

Create a customer account, optionally with a subscription and initial invoice (POST /v1/accounts).

GET

Get Account

Get detailed information about an account (GET /v1/accounts/{account-key}). account-key is the account id or account number.

GET

Get Account Summary

Get a summary of an account: subscriptions, invoices, payments, usage (GET /v1/accounts/{account-key}/summary).

PUT

Update Account

Update an account's information (PUT /v1/accounts/{account-key}).

POST

Create Subscription

Create a new subscription for an existing account (POST /v1/subscriptions).

GET

Get Subscription by Key

Get the latest version of a subscription by id or subscription number (GET /v1/subscriptions/{subscription-key}).

GET

Get Subscriptions by Account

Get all subscriptions for an account (GET /v1/subscriptions/accounts/{account-key}). Page/pageSize pagination.

PUT

Update Subscription

Update a subscription: add/update/remove rate plans (PUT /v1/subscriptions/{subscription-key}).

PUT

Cancel Subscription

Cancel an active subscription (PUT /v1/subscriptions/{subscription-key}/cancel).

PUT

Renew Subscription

Renew a termed subscription for another term (PUT /v1/subscriptions/{subscription-key}/renew).

POST

Preview Subscription

Preview the invoice and/or charge metrics for a new subscription without creating it (POST /v1/subscriptions/preview).

POST

Create Bill Run

Create an ad-hoc bill run to generate invoices for accounts (POST /v1/bill-runs).

GET

Get Bill Run

Get a bill run by id (GET /v1/bill-runs/{billRunId}).

PUT

Post Bill Run

Post a completed bill run so its invoices become Posted (PUT /v1/bill-runs/{billRunId}/post).

DELETE

Delete Bill Run

Delete a draft/canceled bill run (DELETE /v1/bill-runs/{billRunId}).

GET

Get Invoice

Get an invoice by id or number (GET /v1/invoices/{invoiceKey}).

PUT

Update Invoice

Update an invoice's editable fields, e.g. due date, comments, auto-pay (PUT /v1/invoices/{invoiceKey}).

PUT

Post Invoice

Post a draft invoice, making it collectible (PUT /v1/invoices/{invoiceKey} with status Posted). Sets the invoice to Posted.

PUT

Reverse Invoice

Reverse a posted invoice (PUT /v1/invoices/{invoiceKey}/reverse).

POST

Collect Invoice Payment

Collect (charge) payment against a posted invoice using the account's default payment method (POST /v1/invoices/{invoiceKey}/collect).

POST

Email Invoice

Email a posted invoice to the account's bill-to contact (POST /v1/invoices/{invoiceKey}/emails).

GET

Get Invoice Items

Get the line items of an invoice (GET /v1/invoices/{invoiceKey}/items).

GET

Get Invoice Files (PDF)

Get the list of PDF files generated for an invoice (GET /v1/invoices/{invoiceKey}/files).

POST

Create Credit Memo from Invoice

Create a credit memo from a posted invoice (POST /v1/invoices/{invoiceKey}/creditmemos).

GET

Get Credit Memo

Get a credit memo by id (GET /v1/creditmemos/{creditMemoId}).

GET

List Credit Memos

List credit memos (GET /v1/creditmemos). Supports filtering + page/pageSize pagination.

POST

Post Credit Memo

Post a draft credit memo (POST /v1/creditmemos/{creditMemoId}/post).

PUT

Apply Credit Memo

Apply a posted credit memo to one or more invoices/debit memos (PUT /v1/creditmemos/{creditMemoId}/apply).

POST

Create Debit Memo from Invoice

Create a debit memo from a posted invoice (POST /v1/invoices/{invoiceKey}/debitmemos).

GET

Get Debit Memo

Get a debit memo by id (GET /v1/debitmemos/{debitMemoId}).

POST

Create Payment

Create a payment against one or more invoices/debit memos for an account (POST /v1/payments).

GET

Get Payment

Get a payment by id (GET /v1/payments/{paymentId}).

GET

List Payments

List payments (GET /v1/payments). Supports filtering + page/pageSize pagination.

PUT

Apply Payment

Apply an unapplied payment to invoices/debit memos (PUT /v1/payments/{paymentId}/apply).

PUT

Cancel Payment

Cancel a payment (PUT /v1/payments/{paymentId}/cancel).

POST

Refund Payment

Refund an applied or unapplied payment (POST /v1/payments/{paymentId}/refunds).

POST

Create Refund

Create a standalone refund against a credit balance or credit memo (POST /v1/refunds).

GET

Get Refund

Get a refund by id (GET /v1/refunds/{refundId}).

POST

Create Payment Method

Create a payment method for an account (POST /v1/payment-methods).

GET

Get Payment Method

Get a payment method by id (GET /v1/payment-methods/{payment-method-id}).

GET

List Payment Methods

List an account's payment methods (GET /v1/payment-methods/accounts/{account-key}).

PUT

Update Payment Method

Update a payment method (PUT /v1/payment-methods/{payment-method-id}).

DELETE

Delete Payment Method

Delete a payment method (DELETE /v1/payment-methods/{payment-method-id}).

PUT

Set Default Payment Method

Set a payment method as the account default (PUT /v1/payment-methods/{payment-method-id}/default).

POST

Create Product

Create a product in the catalog (POST /v1/object/product).

GET

Get Product

Get a product from the catalog by id (GET /v1/object/product/{id}).

POST

Create Product Rate Plan

Create a rate plan under a product (POST /v1/object/product-rate-plan).

POST

Create Product Rate Plan Charge

Create a charge under a product rate plan (POST /v1/object/product-rate-plan-charge).

POST

Create Order

Create an order to make subscription/account changes with the Orders framework (POST /v1/orders).

POST

Preview Order

Preview the billing/charge impact of an order without creating it (POST /v1/orders/preview).

GET

Get Order

Get an order by order number (GET /v1/orders/{orderNumber}).

GET

List Orders by Account

List orders for an account (GET /v1/orders/account/{accountNumber}). Page/pageSize pagination.

GET

Get Pending Orders by Subscription

Get pending (scheduled but not yet effective) orders for a subscription (GET /v1/orders/subscription/{subscriptionNumber}).

POST

Upload Usage File

Upload a usage data file (CSV) for usage-based charges (POST /v1/usage). Uses multipart/form-data with a 'file' field.

GET

List Usage by Account

List usage records for an account (GET /v1/usage/accounts/{account-key}). Page/pageSize pagination.

POST

Create Journal Run

Create a journal run to generate accounting journal entries (POST /v1/journal-runs).

GET

Get Journal Run

Get a journal run by number (GET /v1/journal-runs/{jr-number}).

PUT

Cancel Journal Run

Cancel a journal run (PUT /v1/journal-runs/{jr-number}/cancel).

POST

Create Accounting Period

Create an accounting period (POST /v1/accounting-periods).

GET

List Accounting Periods

List accounting periods (GET /v1/accounting-periods).

PUT

Close Accounting Period

Close an open accounting period (PUT /v1/accounting-periods/{ap-id}/close).

POST

Create Accounting Code

Create an accounting code (POST /v1/accounting-codes).

GET

List Accounting Codes

List accounting codes (GET /v1/accounting-codes).

PUT

Activate Accounting Code

Activate an accounting code (PUT /v1/accounting-codes/{ac-id}/activate).

POST

Create Amendment (legacy)

Create a legacy amendment to change a subscription (POST /v1/object/amendment). Prefer the Orders framework for new integrations.

GET

Get Amendment (legacy)

Get a legacy amendment by id (GET /v1/amendments/{amendmentKey}).

GET

Describe Object

Get the metadata (fields, types, relationships) of a Zuora object type (GET /v1/describe/{object}). E.g. object = Account, Subscription, Invoice.

GET

Get Object (Object Model)

Get any Zuora object by type and id via the object model (GET /v1/object/{type}/{id}). type e.g. account, subscription, invoice, rate-plan-charge.

POST

Create Object (Object Model)

Create any Zuora object via the object model (POST /v1/object/{type}). type e.g. taxation-item, invoice-item, contact.

PUT

Update Object (Object Model)

Update any Zuora object via the object model (PUT /v1/object/{type}/{id}).

DELETE

Delete Object (Object Model)

Delete any Zuora object via the object model (DELETE /v1/object/{type}/{id}).

Query3

POST

Create Data Query Job

Submit an asynchronous ZOQL data query job (POST /query/jobs). Poll get_data_query_job for completion, then download the result file.

GET

Get Data Query Job

Get the status and result-file URL of a data query job (GET /query/jobs/{job-id}).

DELETE

Cancel Data Query Job

Cancel a running data query job (DELETE /query/jobs/{job-id}).

Automations using Zuora

Build your own automation with Zuora in the visual builder.

Frequently asked questions

What can I automate with Zuora?

75 actions are available — for example: Get Product Catalog, Create Account, Get Account, Get Account Summary, Update Account, and more.

Which Zuora events can start a workflow?

1 triggers — for example: New or updated Zuora records (Data Query, polled).

Can Zuora be used as an AI agent tool?

Yes. Every Zuora action automatically becomes a tool an AI agent can call — the same pack powers both your workflows and your agents.

How is the Zuora integration modelled?

Zuora is modelled as a versioned connector pack, and the steps that need reasoning fall to first-party agents hosted in the same runtime as the workflows.