Corpay One + Upodi + Google Sheets
Change Upodi charges from newly updated amounts in Corpay One and Google Sheets rows
Using Google Sheets, you can quickly skip many steps and avoid having identifying values directly in the feeding system. With this template, when an expense is updated in Corpay One, the usage is immediately updated to the subscription charge in Upodi, so the usage will be billed on next billing run.
Using Google Sheets, you can quickly skip many steps and avoid having identifying values directly in the feeding system. With this template, when an expense is updated in Corpay One, the usage is immediately updated to the subscription charge in Upodi, so the usage will be billed on next billing run.
- When this happens...
Amount UpdatedTriggers when amount is updated on expense.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Lookup Spreadsheet RowFinds a row by a column and value. Returns the entire row if one is found.
ActionSearchFind existing data in your app - then do this...Update Spreadsheet Row
Update a row in a specific spreadsheet.
ActionWriteCreate a new record or update an existing record in your app. - then do this!
Create a Change to a ChargeWhen the subscription is created all charges will have the default quantities and prices. If you want to change them make sure to update them before you activate the subscription or update them along the way if what the customer purchases changes. If the change incurs an invoice the invoice will be returned here.
ActionWriteCreate a new record or update an existing record in your app.
Amount Lines Updated
Triggers when amount lines are updated on expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Approved
Triggers when an expense is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Category Updated
Triggers when a new category is set to expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Label Updated
Triggers when a label is updated on expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Added
Triggers when a new expense is submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product PlanRequired
The Product Plan you want to list the charges for
ActionThis is an event a Zap performs.SearchFind existing data in your appAccount Number
Search for a customer using account number
Customer ID
Search for a customer using the ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSubscription ID
Input subscription ID for the subscription you want to find
ActionThis is an event a Zap performs.SearchFind existing data in your app
Amount Updated
Triggers when amount is updated on expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Declined
Triggers when an expense is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Date Updated
Triggers when a date is updated on expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Updated
Triggers when a new note is added to expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Paid
Triggers when an expense is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.No Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
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
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
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.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Customer the contact belongs to
Contact Type
Choose a contact type.
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice ID
Input Invoice ID for the invoice you want to find
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Corpay One
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About Upodi
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