Zuora

Loopfour can work in your Zuora tenant: read customer accounts, subscriptions, invoices and payments, create or update accounts, and record payments.

What you can do

• Accounts: look up an account, read an account summary with its recent invoices, payments and subscriptions, list accounts, create an account, or update one.
• Subscriptions: look up a subscription with its rate plans and charges, or list an account's subscriptions.
• Invoices: look up an invoice, list invoices (for example, posted invoices with a balance), or list the lines on an invoice.
• Payments: look up a payment, list payments, or record a payment and apply it to invoices.

Connect Zuora

You need a Zuora OAuth client. Your Zuora administrator creates one for a Zuora user whose role allows what your workflows do.

Loopfour can do only what the Zuora user behind the OAuth client is allowed to do.

Good to know

• Record a payment once. Create Payment takes an Idempotency Key. Use a value that stays the same if the run is retried, such as the remittance or bank reference. Zuora then does not record the same payment twice.
• Electronic payments need a date. A payment of type Electronic needs an Effective Date. An External payment defaults to today.
• Card numbers are refused. Loopfour stops a request that carries a card number or security code. Set up payment methods in Zuora and use their ID.
• Custom fields go in Additional Fields. Use Additional Fields for Zuora fields the step does not name, such as a region field.
• Zuora does not start workflows. Loopfour has no Zuora events. Run the workflow on a schedule or from another system.

Playbooks that use Zuora

• Match payments to invoices
• Follow up on overdue invoices