Contractbook + Upodi
Contractbook + Upodi
Contractbook + Upodi integrations
Create customers and activate subscriptions in Upodi from new contract updates in ContractBook
Automatically create subscriptions in Upodi when new contracts are signed in ContractBook.
- When this happens...
Contract UpdatedTriggers when a contract transitions to a new state.TriggerInstant - automatically do this...
Create CustomerCreate a new customer in UpodiActionWrite - then do this...ActionWrite
- then do this!ActionWrite
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More things you can do with Contractbook and Upodi
Discover other triggers and actions you can use with Contractbook and Upodi
New ContractTriggers when a new contract is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Get Companies
Gets a list of companies.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - EventRequired
- Questionnaire SlugRequired
- Company Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Draft Edited
Triggers when a draft is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TemplateRequired
- Sender signature type
- Recipient TypeRequired
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Sender signature type
- Recipient TypeRequired
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Who will sign the contractRequired
- Title
- Attachments
- Message Body
- Sender Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New ContactTriggers when a new contact is created in Upodi.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Invoice
Triggers when a new invoice is created by Upodi or manually.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Contact
Triggers when a contact is updated in Upodi.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Invoice
Triggers when an invoice is updated in Upodi.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Send activation email to the customer if configured
- SubscriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The ID of the invoice you want to bookRequired
- Send activation email to the customer if configured
- If the email should not just be sent to the Customer.PrimaryEmail include a substitute email address here instead
- Pay the invoice using the customers default payment method
- Push the invoice to any external applications that are connected in your Upodi. Fx. to an ERP-system or e-invoicing applications.
- Will allow Upodi to perform the booking asynchronously for performance. This means you do not receive as much information directly on the booking call
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer ID
- Full NameRequired
- Contact TypeRequired
- GLN Number
- Reference Key
- Primary Email
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Note
- City
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- CurrencyRequired
- Subscription
- Child
- Invoice Date
- Due Date
- Payment Date
- Ref Key
- Original Invoice
- Invoice Reference
- Credit Note Reason
- Title
- Description
- Line Number
- QuantityRequired
- Tax Exempt
- Unit PriceRequired
- SKU
- Unit
- Discount
- Period Start
- Period End
- Is Empty Line
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Product Plan IDRequired
- Start Date
- End date
- Auto Renew
- Switch To Plan ID
- Subscription Number
- Reference Key
- Reference
- Initial Term Interval
- Initial Term Period
- Renewal Term Interval
- Renewal Term Period
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDRequired
- Action
- Price Strategy
- Switch To Product Plan IDRequired
- Pay the invoice using the customers default payment methodRequired
- Push the invoice to any external applications that are connected in your Upodi. Fx. to an ERP-system or e-invoicing applications.
- Will allow Upodi to perform the booking asynchronously for performance. This means you do not receive as much information directly on the booking call
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Full Name
- Parent customer ID
- Bill To Parent
- Account Number
- Company Name
- Company VAT Number
- Reference Key
- Primary Email
- Currency Code
- Auto Billing
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- Note
- City
- Postal Code
- Country
- County
- State
- Collective Billing
- Our Reference Contact
- Your Reference Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubscriptionCharge IDRequired
- Action
- Price Strategy
- Reference key
- Description
- Next charge date of the charge
- Period start date
- QuantityRequired
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product PlanRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account Number
- Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Subscription ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Get Questionnaires
Gets a list of questionnaires
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Draft
Triggers when a new draft is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Template
Triggers when a new template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TemplateRequired
- Who will sign the contractRequired
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Answers owner's email address
- CompanyRequired
- QuestionnaireRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task titleRequired
- Task descriptionRequired
- Type
- Due date
- Send notification on due date
- Document idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Customer
Triggers when a new customer is created in Upodi.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Subscription
Triggers when a new subscription is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Customer
Triggers when a customer is updated in Upodi.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Subscription
Triggers when a subscription is updated in Upodi.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - SubscriptionRequired
- Product Plan ChargeRequired
- Price
- Quantity
- Description
- Charge Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDRequired
- Cancellation reason
- Cancel option
- Cancel on date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full nameRequired
- Account Number (ID)
- Currency CodeRequired
- Company Name
- Company VAT Number
- Primary Email
- Auto Billing
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- Note Field
- City
- Postal Code
- Country
- County
- State
- Parent Customer
- Bill To Parent Customer
- Collective Billing
- Our Reference Contact
- Your Reference Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GatewayRequired
- SourceRequired
- Customer IDRequired
- Make defaultRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The invoice you want to creditRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDRequired
- Resume ByRequired
- Resume By Specific Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Full Name
- Customer ID
- Contact Type
- GLN Number
- Reference Key
- Primary Email
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Note
- City
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDRequired
- Auto Renew
- End date
- Reference Key
- Reference
- Start Date
- Switch To Plan ID
- Subscription Number
- Initial Term Interval
- Initial Term Period
- Renewal Term Interval
- Renewal Term Period
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDRequired
- Stock Keeping Unit (SKU)
- Anchor Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- Contact Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
Related categories
Related categories