Upodi + webCRM
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!
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.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CustomerCreate a new customer in Upodi
ActionWriteCreate a new record or update an existing record in your app.
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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 appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers 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 planNew 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 planUpdated 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 planUpdated 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 planSend 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 appAccount Number
Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSubscription 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 appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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 planNew 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 planUpdated 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 planUpdated 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 planSubscriptionRequired
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 appCustomer IDRequired
Contact Type
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Upodi
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