Update Upodi customers when new Copper leads are created
Effortlessly maintain your customer information up-to-date with this Copper and Upodi workflow. Whenever a new lead is added in Copper, their details will be automatically updated in the Upodi customer profile. This automation saves you time and reduces manual data entry errors, ensuring accurate customer information for a seamless billing experience.
Effortlessly maintain your customer information up-to-date with this Copper and Upodi workflow. Whenever a new lead is added in Copper, their details will be automatically updated in the Upodi customer profile. This automation saves you time and reduces manual data entry errors, ensuring accurate customer information for a seamless billing experience.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Update Customer
Updates a customer
ActionWriteCreate a new record or update an existing record in your app.
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Entity TypeRequired
Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source TypeRequired
Project IdRequired
Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-Mail
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Name
Primary Contact
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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
New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
If Person Already Exists
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Due Date
Reminder Date
Description
Priority
Tags
Related Entity Type
Related Entity Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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