Upodi + webCRM
Upodi + webCRM
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 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
- 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 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
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