Corpay One + Upodi Integrations

How to connect Corpay One + Upodi

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Do Even More with Corpay One + Upodi

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Corpay One + Upodi workflows do more for them.

Zapier users love adding Google Sheets to their workflows
Change Upodi charges from newly updated amounts in Corpay One and Google Sheets rows
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Change Upodi charges from newly updated amounts in Corpay One and Google Sheets rows
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Corpay One + Google Sheets + Upodi

Supported triggers and actions

What does this mean?

Amount Lines Updated
Triggers when amount lines are updated on expense.
Trigger
Instant
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Expense Approved
Triggers when an expense is approved.
Trigger
Instant
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Category Updated
Triggers when a new category is set to expense.
Trigger
Instant
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Label Updated
Triggers when a label is updated on expense.
Trigger
Instant
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Expense Added
Triggers when a new expense is submitted.
Trigger
Instant
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New Contact
Triggers when a new contact is created in Upodi.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created by Upodi or manually.
Trigger
Scheduled
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Updated Contact
Triggers when a contact is updated in Upodi.
Trigger
Scheduled
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Updated Invoice
Triggers when an invoice is updated in Upodi.
Trigger
Scheduled
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- Send activation email to the customer if configured
- SubscriptionRequired
Action
Write
- 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
Action
Write
- Customer ID
- Full NameRequired
- Contact TypeRequired
  Choose a contact type.
- GLN Number
  Fill in with a GLN number. To send it via GLN please find details in documentation.
- Reference Key
  Can be used to store a reference for the contact maybe a foreign key.
- Primary Email
  Primary email of the contact. A requirement if the contact is to receive a copy of the invoice.
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Note
- City
- Postal Code
- Country
Action
Write
- GatewayRequired
  The Payment Provider
- SourceRequired
  For offline payment methods this will be the Customer AccountNumber
- Customer IDRequired
  For offline payment methods this will be the Customer AccountNumber
- Make defaultRequired
  Set the payment method to be used per default
Action
Write
- The invoice you want to creditRequired
Action
Write
- Contact IDRequired
- Full Name
- Customer ID
- Contact Type
  Choose a contact type.
- GLN Number
  Fill in with a GLN number. To send it via GLN please find details in documentation.
- Reference Key
  Can be used to store a reference for the contact maybe a foreign key.
- Primary Email
  Primary email of the contact. A requirement if the contact is to receive a copy of the invoice.
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Note
- City
- Postal Code
- Country
Action
Write
- Subscription IDRequired
  The subscription you want to update
- Auto Renew
  Set the subscription to auto renew on the end date. Only possible if end date is also set
- End date
  Set the end date of the subscription if it either ends or is a renewing subscription
- Reference Key
  Developer accessible field to store a foreign key or other integration-wise information
- Reference
  A reference for the subscription typically printed on the invoice
- Start Date
  When should the subscription start?
- Switch To Plan ID
  Product plan to switch to on next end date. Be sure to also set to auto renew
- Subscription Number
  Give your subscription a unique identifier
- Initial Term Interval
  The first span between start date and end date of the subscription. Choose how many Initial Term Periods you want to apply
- Initial Term Period
  The first span between start date and end date of the subscription. Choose the multiplier of your Initial Term Interval choice
- Renewal Term Interval
  All subsequent spans between start date and end date of the subscription. Choose how many Renewal Term Periods you want to apply
- Renewal Term Period
  All subsequent spans between start date and end date of the subscription. Choose the multiplier of your Renewal Term Interval choice
Action
Write
- Subscription IDRequired
  Input Subscription ID for the subscription you want to find charges for.
- Stock Keeping Unit (SKU)
  The stock keeping unit you want the active charge for
- Anchor Code
  The anchor code you want the active charge for
Action
Search
- Customer IDRequired
  Customer the contact belongs to
- Contact Type
  Choose a contact type.
Action
Search
- Invoice ID
  Input Invoice ID for the invoice you want to find
Action
Search

Amount Updated
Triggers when amount is updated on expense.
Trigger
Instant
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Expense Declined
Triggers when an expense is declined.
Trigger
Instant
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Date Updated
Triggers when a date is updated on expense.
Trigger
Instant
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Note Updated
Triggers when a new note is added to expense.
Trigger
Instant
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Expense Paid
Triggers when an expense is paid.
Trigger
Instant
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New Customer
Triggers when a new customer is created in Upodi.
Trigger
Scheduled
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New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
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Updated Customer
Triggers when a customer is updated in Upodi.
Trigger
Scheduled
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Updated Subscription
Triggers when a subscription is updated in Upodi.
Trigger
Scheduled
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- SubscriptionRequired
  The subscription you want to add a charge to
- Product Plan ChargeRequired
  The plan charge you want to add
- Price
  Specify a price if you want to overwrite the price on the product
- Quantity
  Specify a quantity
- Description
  Specify a description which is typically written below the invoice line on the purchase
- Charge Start Date
  Specify a start date where the charge should start billing
Action
Write
- Subscription IDRequired
  Cancel the subscription effecting immediately. Will prevent any future billings.
- Cancellation reason
  Provide a text-based reason for the cancellation
- Cancel option
  Choose how the subscription should be cancelled
- Cancel on date
  If the Cancel Option was 3: specific date please supply a cancellation date
Action
Write
- Full nameRequired
- Account Number (ID)
  The ID number of your customer. If you do not specify one Upodi will auto-assign one.
- Currency CodeRequired
  The three-letter ISO currency code of your customer. Example EUR
- Company Name
  The company name. If filled in the customer is generally referred to using the company name. If left blank the full name is used.
- Company VAT Number
  The companys VAT number. Format example DK38344862
- Primary Email
  The email used to send emails to the customer if emails are turned on in Upodi.
- Auto Billing
  Setting whether the customers' invoices should be created as drafts or be automatically booked. The suggestion is to start with false and then turn on automation gradually.
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- Note Field
  Put any additional notes about the customer here
- City
- Postal Code
  The postal code or the zip code
- Country
  Is used to determine taxation
- County
- State
- Parent Customer
  Appoint another customer as the payee of all invoices for this customer.
- Bill To Parent Customer
  Should the parent customer be billed instead, whenever this customer is invoiced?
- Collective Billing
  Invoices billed to this customer that have same invoice date will be collected in one collective invoice
- Our Reference Contact
  Specify a contact from the customer as your contact person
- Your Reference Contact
  Specify a contact as your customers point of contact
Action
Write
- CustomerRequired
  Please choose a customer to subscribe
- Product Plan IDRequired
  Select a product plan to subscribe your customer to
- Start Date
  When should the subscription start?
- End date
  Set the end date of the subscription if it either ends or is a renewing subscription
- Auto Renew
  Set the subscription to auto renew on the end date. Only possible if end date is also set
- Switch To Plan ID
  Product plan to switch to on next renewal. A renewal happens at enddate only if Auto Renew is true.
- Subscription Number
  Give your subscription a unique identifier
- Reference Key
  Developer accessible field to store a foreign key or other integration-wise information
- Reference
  A reference for the subscription typically printed on the invoice
- Initial Term Interval
  The first span between start date and end date of the subscription. Choose how many Initial Term Periods you want to apply
- Initial Term Period
  The first span between start date and end date of the subscription. Choose the multiplier of your Initial Term Interval choice
- Renewal Term Interval
  All subsequent spans between start date and end date of the subscription. Choose how many Renewal Term Periods you want to apply
- Renewal Term Period
  All subsequent spans between start date and end date of the subscription. Choose the multiplier of your Renewal Term Interval choice
Action
Write
- Subscription IDRequired
  The ID of the subscription you want to switch
- Action
  Choose to actively prorate any additional costs associated with the increase or decrease in quantity. Choose whether the invoice is booked immediately or the additional cost is saved and automatically billed on next-coming renewal.
- Price Strategy
  When proration is chosen there are a few different pricing strategies to use.
- Switch To Product Plan IDRequired
  The ID of the plan you wish to switch to
- 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
Action
Write
- Customer IDRequired
  Input the ID of the customer you want to update
- Full Name
- Parent customer ID
  Assign another customer as the parent of this customer. Combine with Bill To Parent to also invoice the parent.
- Bill To Parent
- Account Number
- Company Name
- Company VAT Number
  The VAT number of the business. Format example DK2551167
- Reference Key
  A reference key field used to maybe store an external reference/foreign key
- Primary Email
  The primary email generally used to send all emails to
- Currency Code
  The three-letter ISO currency code of your customer. Example EUR
- Auto Billing
  Auto bill your customer or let invoices stay as drafts to be manually booked
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- Note
- City
- Postal Code
- Country
  Country of your customer. Country is usually used to decide taxation.
- County
- State
Action
Write
- SubscriptionCharge IDRequired
  The ID of the charge charge you want to update
- Action
  Choose to actively prorate any additional costs associated with the increase or decrease in quantity. Choose whether the invoice is booked immediately or the additional cost is saved and automatically billed on next-coming renewal.
- Price Strategy
  When proration is chosen there are a few different pricing strategies to use.
- Reference key
  A reference key field typically used by a developer to store an external ID for example
- Description
  Have a description follow this particular purchase. Typically printed on the invoice below the product name.
- Next charge date of the charge
  Overwrite the next time this product charges. This is permanently changing the date on which the product is being charged. Be aware that this does not automatically change the periods the customer pays for, as that is controlled by other parameter PeriodDate
- Period start date
  Specify the start date of the next coming period. For advance product this is typically the same as the next charge date, where for arrears it's typically the next charge date minus a period.
- QuantityRequired
  How many of the product does the customer buy. This is billed each month.
- Price
  Set the price specifically only if you want to overwrite the unit price from the product configuration. This price is a persisting change until removed.
Action
Write
- Product PlanRequired
  The Product Plan you want to list the charges for
Action
Search
- Account Number
  Search for a customer using account number
- Customer ID
  Search for a customer using the ID
Action
Search
- Subscription ID
  Input subscription ID for the subscription you want to find
Action
Search

How Corpay One + Upodi Integrations Work

Step 1: Authenticate Corpay One and Upodi.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Corpay One + Upodi

About Corpay One

Corpay One is the leading bill pay solution for small-and-medium-sized businesses. Automate your accounts payable tasks like payments, approvals, document scanning and reconciliation with one easy to use solution.

Related categories

Accounting

About Upodi

Upodi is a subscription and billing management platform.

Related categories

Payment Processing

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Corpay One + Upodi Integrations

How to connect Corpay One + Upodi

Connect your apps and automate workflows

Do Even More with Corpay One + Upodi

Change Upodi charges from newly updated amounts in Corpay One and Google Sheets rows

Amount Lines Updated

Expense Approved

Category Updated

Label Updated

Expense Added

New Contact

New Invoice

Updated Contact

Updated Invoice

Activate Subscription

Send activation email to the customer if configured

SubscriptionRequired

Book Draft Invoice or Credit Note

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

Create Contact for a Customer

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

Create Payment Method for Customer

GatewayRequired

SourceRequired

Customer IDRequired

Make defaultRequired

Credit Invoice

The invoice you want to creditRequired

Update Contact

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

Update Subscription

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

Find Charges on Subscription

Subscription IDRequired

Stock Keeping Unit (SKU)

Anchor Code

Find Contact