Integration · Payments and finance
AI agents for Zuora
Read Zuora Billing customer accounts, subscriptions, invoices and other billing documents, and payments; run ZOQL queries.
- Actions
- 10
- Read
- 8
- Write
- 2
Actions
What your agents can do in Zuora
Read Zuora Billing customer accounts, subscriptions, invoices and other billing documents, and payments; run ZOQL queries; create customer accounts and cancel subscriptions, in any Zuora data center, production or sandbox.
Read 8
Look things up. Nothing changes.
List customer accounts
Lists Zuora customer accounts, newest changes first unless sorted, optionally filtered with Object Query filters like status.EQ:Active, accountnumber.EQ:A00000042, name.SW:Acme or balance.GT:0.
Get an account summary
Reads one customer account by its number (like A00000042) or ID, with its basic information.
List an account's subscriptions
Lists the latest version of every subscription of one customer account, most recently updated first, each with id, subscriptionNumber, status.
Get a subscription
Reads one subscription by its number (like A-S00000123) or ID.
List an account's invoices and memos
Lists one account's billing documents (invoices, and credit and debit memos where Invoice Settlement is on), newest document date first, optionally only one status or date.
Get an invoice
Reads one invoice by its number (like INV00000123) or ID: account, amounts with and without tax, balance still owed, status, invoice and due dates, currency and posting details.
List payments
Lists payments, optionally only one account's (by account ID), one status (Processed, Error, Canceled …) or type (Electronic or External).
Run a ZOQL query
Runs a read-only ZOQL query, Zuora's SQL-like language over its data objects, like select Id, AccountNumber, Name, Balance from Account where Status = 'Active' and Balance > 0.
Write 2
Create, change or send.
Create a customer account
Creates a Zuora customer account with a name, currency and bill-to contact.
Cancel a subscriptionDeletes data
Cancels an active subscription at the end of its current term, at the end of the last invoiced period, or on a given date.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste the client ID and secret of an app your organization registered with Zuora. The platform fetches its tokens itself (OAuth client credentials).
Settings
- REST endpoint
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Zuora data
Ask a question in plain words. The agent can list customer accounts, get an account summary or list an account's subscriptions in Zuora, then answers with what it found.
- 02
Let an agent update Zuora
Have the agent create a customer account or cancel a subscription in Zuora as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Zuora and Slack: it can list customer accounts in Zuora and post a summary to a Slack channel in the same run.
FAQ
Zuora and MyDeepAgents
Can MyDeepAgents connect to Zuora?
Yes. The Zuora connector has 10 actions: 8 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Zuora?
Paste the client ID and secret of an app your organization registered with Zuora. The platform fetches its tokens itself (OAuth client credentials). The connection also asks for: REST endpoint. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Zuora without asking?
Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Zuora in workflows as well as agents?
Yes. Every Zuora action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Zuora to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.