Upodi + webCRM integrations
Create customers in Upodi with new updates to webCRM organizations
Set up this integration to automatically generate a new Upodi customer from the details included in a new organization, as soon as it's updated in your webCRM account. Save yourself from tedious copy-and-paste tasks!
- When this happens...

OrganisationTriggers when an organisation is created or updated.TriggerInstant - automatically do this!

Create CustomerCreate a new customer in UpodiActionWrite
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More things you can do with webCRM and Upodi
Discover other triggers and actions you can use with webCRM and Upodi
- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data 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 InvoiceTriggers 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 ContactTriggers 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 InvoiceTriggers 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
- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New CustomerTriggers 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 SubscriptionTriggers 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 CustomerTriggers 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 SubscriptionTriggers 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
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webCRM helps your sales team with the daily workflow and overview.
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