Kommo + Upodi

Kommo + Upodi integrations

Create new Upodi customers when Kommo companies are added

Effortlessly keep your customer information up-to-date with this convenient workflow. When a new company is added in Kommo, the customer's details will be updated in Upodi, ensuring that your records are always accurate and current. Save time and reduce manual errors with this seamless data management solution.

When this happens...
New CompanyTriggers when a new company is created.
TriggerInstant
automatically do this!
Update CustomerUpdates a customer
ActionWrite

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More things you can do with Kommo and Upodi

Discover other triggers and actions you can use with Kommo and Upodi

New Company
Triggers when a new company is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Task Deleted
Triggers when a task is deleted.
Trigger
Instant
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Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
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Contact Updated
Triggers when contact is updated.
Trigger
Instant
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Task Updated
Triggers when task is updated.
Trigger
Instant
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Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity Item
  Required
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element Type
  Required
- Element ID
- Text
- Creation Data
Action
Search or write
New Contact
Triggers when a new contact is created in Upodi.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created by Upodi or manually.
Trigger
Polling
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Updated Contact
Triggers when a contact is updated in Upodi.
Trigger
Polling
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Updated Invoice
Triggers when an invoice is updated in Upodi.
Trigger
Polling
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- Send activation email to the customer if configured
- Subscription
  Required
Action
Write
- The ID of the invoice you want to book
  Required
- 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 Name
  Required
- Contact Type
  Required
- GLN Number
- Reference Key
- Primary Email
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Note
- City
- Postal Code
- Country
Action
Write
- Customer
  Required
- Currency
  Required
- Subscription
- Child
- Invoice Date
- Due Date
- Payment Date
- Ref Key
- Original Invoice
- Invoice Reference
- Credit Note Reason
- Title
- Description
- Line Number
- Quantity
  Required
- Tax Exempt
- Unit Price
  Required
- SKU
- Unit
- Discount
- Period Start
- Period End
- Is Empty Line
Action
Write
- Customer
  Required
- Product Plan ID
  Required
- 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
Action
Write
- Subscription ID
  Required
Action
Write
- Subscription ID
  Required
- Action
- Price Strategy
- Switch To Product Plan ID
  Required
- Pay the invoice using the customers default payment method
  Required
- 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
  Required
- 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
Action
Write
- SubscriptionCharge ID
  Required
- Action
- Price Strategy
- Reference key
- Description
- Next charge date of the charge
- Period start date
- Quantity
  Required
- Price
Action
Write
- Product Plan
  Required
Action
Search
- Account Number
- Customer ID
Action
Search
- Subscription ID
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
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Company Updated
Triggers when company is updated.
Trigger
Instant
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Lead Updated
Triggers when lead is updated.
Trigger
Instant
Try It
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element Type
  Required
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
Action
Search or write
New Customer
Triggers when a new customer is created in Upodi.
Trigger
Polling
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Polling
Try It
Updated Customer
Triggers when a customer is updated in Upodi.
Trigger
Polling
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Updated Subscription
Triggers when a subscription is updated in Upodi.
Trigger
Polling
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- Subscription
  Required
- Product Plan Charge
  Required
- Price
- Quantity
- Description
- Charge Start Date
Action
Write
- Subscription ID
  Required
- Cancellation reason
- Cancel option
- Cancel on date
Action
Write
- Full name
  Required
- Account Number (ID)
- Currency Code
  Required
- 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
Action
Write
- Gateway
  Required
- Source
  Required
- Customer ID
  Required
- Make default
  Required
Action
Write
- The invoice you want to credit
  Required
Action
Write
- Subscription ID
  Required
- Resume By
  Required
- Resume By Specific Date
Action
Write
- Contact ID
  Required
- 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
Action
Write
- Subscription ID
  Required
- 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
Action
Write
- Subscription ID
  Required
- Stock Keeping Unit (SKU)
- Anchor Code
Action
Search
- Customer ID
  Required
- Contact Type
Action
Search
- Invoice ID
Action
Search

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

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About Upodi

Upodi is a subscription and billing management platform.

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Payment Processing

Related Zap Templates

Update Upodi customers when new Kommo leads are created

Update Upodi customers when Kommo companies are updated

Update Upodi customers when new Kommo contacts are created