BizPay + Upbooks

BizPay + Upbooks integrations

Add newly-verified Bizpay expenses to Upbooks

When a new verified expense is available in Bizpay, this Zap automatically adds it as an expense in Upbooks. Keep your details up to date across platforms without the need for duplicate data entry.

When this happens...
New Verified ExpenseTriggers when an expense is verified. This happens when an expense report containing the expense is verified in BizPay.
TriggerPolling
automatically do this!
Create ExpenseAdds a new expense to the system
ActionWrite

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More things you can do with BizPay and Upbooks

Discover other triggers and actions you can use with BizPay and Upbooks

Funds Loaded to Wallet
Triggers when funds are loaded to a user’s BizPay wallet.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added in BizPay.
Trigger
Polling
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New Verified Expense
Triggers when an expense is verified. This happens when an expense report containing the expense is verified in BizPay.
Trigger
Polling
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- Merchant Name
  Required
- Expense Bucket
- Amount
  Required
- Recoverable
  Required
- Notes
  Required
- Expense Type
  Required
- Add to Report
Action
Write
- Name
  Required
- DOB
- Employee Type
- Pan Number
- UAN Number
- ESI Number
- PF Number
- EPS Number
- AAdhar Card Number
- Payee Name
- IFSC Number
- Bank Account Number
- Bank Name
- Bank Branch
- MICR
- SWIFT
- Email
- Phone Number
- current Address City
- Current Address Location Name
- Current Address Street1
- Current Address Street2
- Current Address Pincode
- Current Address Country
- Current Address State
- Permanent Address Location Name
- Permanent Address Street 1
- Permanent Address Street 2
- Permanent Address Pin Code
- Permanent Address City
- Permanent Address Country
- Permanent Address State
- Is Same As Current Address?
- Date Of Joining
- Designation
- Role
- Salary Type
- CTC
  Required
- Currency
- select Scheme
- Select Salary Component
Action
Write

- Currency
  Required
- Date
  Required
- Account
- Account Title
- Account Sub Category
- Account Type
- Entry Type
  Required
- Amount
  Required
- Reason
Action
Write
- Title
  Required
- Type
- Expense For
- Amount
  Required
- Currency
- Date
- notes
- Has GST?
- Vendor Name
- Vendor GST Number
- Taxable Value
- Make it recurring
- Recurring Frequency
- Reverse Charge
- Add Payment
- Account Title
- Account Sub Category
- Account Type
- Mode
  Required
- Reference No.
- Payment Notes
- Upload Receipts
Action
Write

- Name
  Required
- Email
  Required
- Password
  Required
Action
Write

Funds Withdrawn From Wallet
Triggers when funds are withdrawn from a user’s BizPay wallet.
Trigger
Polling
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New Action Item or Alert
Triggers when a new action item or alert is created in BizPay. Such items and alerts get created in BizPay automatically based on user actions.
Trigger
Polling
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New Verified Report
Triggers when an expense report is verified in BizPay.
Trigger
Polling
Try It
- Collection
  Required
- Select Account
Trigger
Polling
Try It
- Category
  Required
- Payment Amount
  Required
- Currency
- Date
- Mode
- Reference Number
- Notes
- Add Expense Files
- Upload files
Action
Write
- Currency
  Required
- Date
  Required
- Debit Account
- Debit Account Title
- Debit Account Sub Category
- Debit Account Type
- Debit Amount
  Required
- Reason
- Credit Account
- Credit Account Title
- Credit Account Sub Category
- Credit Account Type
- Credit Amount
  Required
- Reason
Action
Write
- Title
  Required
- Summary
- Sub Category
  Required
Action
Write

About BizPay

BizPay automates business expense management with corporate cards, UPI-enabled wallets, and apps, ensuring 360-degree real-time visibility and 100% control.

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Related categories

Accounting

About Upbooks

Upbooks offers a streamlined solution to boost your productivity and effortlessly manage your business finances.

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Related categories

Accounting