Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Zuora integration
Answer subscription questions in Tidio with the Zuora account and invoices in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Zuora
Explain the charge line by line
Proration confuses everybody. The Zuora invoice and rate plan in Tidio let an agent explain the actual amount instead of promising to look into it.
Handle a failed payment calmly
When Zuora shows a declined payment and a dunning stage, the agent can say exactly what happens next and when the retry is.
Spot the upgrade conversation
The Zuora plan and usage show whether somebody is at their limit, which turns a support question into a fair upgrade suggestion.
Route cancellations to the right people
A chat mentioning cancellation with a large Zuora subscription behind it goes to the team that can actually do something about it.
Overview
Zuora runs recurring billing, so most questions about it are about a charge somebody did not expect or a plan they want changed. Connect Zuora and Tidio with Zapier, Make or the Tidio API and the subscription, its rate plan and the last invoice can show in the conversation, so an agent explains the charge properly. Plan changes and credits stay in Zuora.
Key features
- Subscription in the panel The Zuora plan and renewal date open with the chat.
- Last invoice shown Agents see the Zuora charge the customer is asking about.
- Payment failures visible A failed Zuora payment is flagged before the chat starts.
- Changes made in Zuora Amendments and credits are raised in the platform.
Zuora
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Zuora in minutes
1
Connect Zuora and Tidio with Zapier or the Tidio API
The Zuora REST API returns accounts, subscriptions and invoices. Authorize it in your automation tool, or run the calls from a service you host.
2
Match on the account or billing email
The person chatting may not be the bill payer. Keep your account id on the contact so the Zuora lookup does not depend on an email match.
3
Read only from the chat
Amendments, credits and refunds are recognized revenue events. They belong in Zuora, run by somebody who can see the whole subscription.
Discover more integrations
All Integrations
Feed the numbers your conversations produce into the plans your finance team builds.
Bring support and demand signals from chat into the plans your business runs on.
Answer billing questions with the BlueSnap payment in view, and reach out when one fails.
Give agents the Braintree transaction behind every billing question, and act on disputes sooner.
Use the conversation as dispute evidence, and reach the customer before a case is decided.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Zuora integration
Can an agent change a plan from the chat?
No. A Zuora amendment affects billing, revenue recognition and the renewal, so it belongs in Zuora. The chat can capture what the customer wants and hand it over as a task.
Which Zuora fields help most?
Rate plan, term dates, last invoice amount, payment status and dunning stage. That answers the majority of billing chats without exposing the whole account.
How do we handle a cancellation request in chat?
Show the Zuora term and any notice period so the agent is accurate, then route it to the team that handles retention. Processing the cancellation itself stays in Zuora.