Zuora integration
Cloud-based subscription management platform that enables businesses to launch and monetize subscription services. Use Zuora from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 4 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Zuora
Create Invoice - AndFind Customer Account
Zoft + Zuora
What Zoft can do with Zuora.
- 01Voice agentsA phone agent can use Zuora actions such as Create Invoice and Find Customer Account during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Zuora while it talks to the customer.
- 03WorkflowsUse Zuora as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Zuora actions on its own, and ask for your approval before it sends or changes anything important.
Actions 4
Things Zoft can do in Zuora.
- Find Customer AccountRetrieves account based on name.
- Find ProductRetrieves product based on sku.
- Create InvoiceCreate a standalone invoice.
- Find Product Rate PlanRetrieves product rate plan with charges.
Setup
Connect Zuora in three steps.
- 01ConnectChoose Zuora in Connections and enter the account details Zuora asks for, such as a store name or token.
- 02Put it to workAdd Zuora as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Zuora on Zoft, answered.
What can Zoft do with Zuora?
Zoft supports 4 actions for Zuora. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Zuora to Zoft?
Choose Zuora in Connections and enter the account details Zuora asks for, such as a store name or token.
Can a voice agent or chat agent use Zuora?
Yes. Once Zuora is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Zuora without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.