Book a draft invoice or credit note in Upodi

Create a new contact for a customer

Create a new subscription for a customer

Holds an active subscription

Perform an immediate switch plan for the subscription from one Product Plan to another. If you would rather want a switch in the future on a set date check SwitchToPlanID on Subscription Update. If the change incurs an invoice the invoice will be returned here.

Updates a customer

When the subscription is created all charges will have the default quantities and prices. If you want to change them make sure to update them before you activate the subscription or update them along the way if what the customer purchases changes. If the change incurs an invoice the invoice will be returned here.

Find charges on a product plan

Finds a customer using accountnumber or ID

Find a specific subscription

Triggers when a custom object record is deleted in ActiveCampaign

Triggers when a contact email address bounces from a sent campaign.

Triggers when a contact opens a campaign (will trigger once per contact per campaign).

Triggers when a contact unsubscribes as a result of a campaign email sent to them.

Triggers when a new contact task is created.

Triggers when a new contact is created.

Triggers when an existing contact details are updated.

Triggers when a a Tag is added or removed from a Contact

Updates an account.

Creates a new contact, or updates an existing contact.

Adds an existing contact into any automation.

Creates and sends a new campaign.

Adds new contact note.

Creates or updates a contact task

With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.

Adds a note to a deal.

Updates an existing deal.

Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.

Send a Whatsapp approved template to any number

Finds account by name.

Finds a contact task.

Looks for a Deal and if found, returns the User that owns the Deal

Finds a user by email address.

Cancels an active subscription

Create a new customer in Upodi

Credit an invoice in Upodi. Creates a draft credit note which can then be booked

Resumes a subscription currently on hold

Updates a contact

Update a subscription for a customer

Finds the charges on the subscription. Charges are products available on the subscription. Set quantity on the charges to subscribe the customer to the product.

Find a contact for a customer optionally specifying a type

Find a specific invoice and its lines

Triggers when a Custom Object record is created or updated.

Triggers when a deal task has been completed.

Triggers when a contact clicks a link in a campaign message (will only run once for each unique link).

Triggers when a new campaign starts sending.

Triggers when a new contact note is added.

Triggers whenever a contact is added to a list.

Triggers when a new contact is created or an existing contact's details are updated.

Creates a new account.

Creates a new account or updates an existing account.

Creates a new deal.

The contact will be removed from this active automation

Adds a contact to an ActiveCampaign account

Add or remove a tag from a Contact

Creates a new custom object record or update an existing record

Creates a new deal.

Creates or updates a deal task

Start an outbound WhatsApp messaging flow for a phone number.

Creates a custom website or application event.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contact by email address, ID, or phone.

Finds an existing deal by title or email.

Finds a deal task.

Search for a WhatsApp Template to use.