Contractbook + Upodi
Create customers and activate subscriptions in Upodi from new contract updates in ContractBook
Automatically create subscriptions in Upodi when new contracts are signed in ContractBook.
Automatically create subscriptions in Upodi when new contracts are signed in ContractBook.
- When this happens...
Contract UpdatedTriggers when a contract transitions to a new state.
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. - then do this...ActionWriteCreate a new record or update an existing record in your app.
- then do this!ActionWriteCreate a new record or update an existing record in your app.
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New Contract
Triggers when a new contract is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get Companies
Gets a list of companies.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEventRequired
Questionnaire SlugRequired
Company Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Draft Edited
Triggers when a draft is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TemplateRequired
Sender signature type
Recipient TypeRequired
Recipient signature type
Title
Attachments
Message Subject
Message Body
Sender Reference
Recipient Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Sender signature type
Recipient TypeRequired
Recipient signature type
Title
Attachments
Message Subject
Message Body
Sender Reference
Recipient Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Who will sign the contractRequired
Title
Attachments
Message Body
Sender Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new contact is created in Upodi.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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
Get Questionnaires
Gets a list of questionnaires
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Draft
Triggers when a new draft is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Template
Triggers when a new template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TemplateRequired
Who will sign the contractRequired
Title
Attachments
Message Subject
Message Body
Sender Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Answers owner's email address
CompanyRequired
QuestionnaireRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task titleRequired
Task descriptionRequired
Type
Due date
Send notification on due date
Document idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Customer
Triggers when a new customer is created in Upodi.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 Contractbook
Contractbook is an easy signing and simple contract management tool for modern businesses.
Related categories
About Upodi
Upodi is a subscription and billing management platform.