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Zapier makes it easy to integrate Contractbook with Upodi - no code necessary. See how you can get setup in minutes.
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Contractbook
Contractbook
1. Choose trigger event
Upodi
Upodi
2. Choose action
1. Select the event
Setup
Test
Contractbook
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contract" from Contractbook.
Add your action
An action happens after the trigger—such as "Activate Subscription" in Upodi.
You’re connected!
Zapier seamlessly connects Contractbook and Upodi, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Subscription ID
Required
Cancellation reason
Cancel option
Cancel on date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full name
Required
Account Number (ID)
Currency Code
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Gateway
Required
Source
Required
Customer ID
Required
Make default
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
The invoice you want to credit
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Subscription ID
Required
Resume By
Required
Resume By Specific Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Subscription ID
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Subscription ID
Required
Stock Keeping Unit (SKU)
Anchor Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
Customer ID
Required
Contact Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Invoice ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Contractbook and Upodi with AI agents and code
Beyond Zap workflows. Call Contractbook and Upodi actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Contractbook and Upodi actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Contract
Activate Subscription
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Contractbook and Upodi to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your Contractbook to Upodi integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
