Triggers when a lead has been updated.

Triggers when an opportunity has been updated.

Creates a new account.

Creates a new contact.

Creates a new case/incident.

Creates a new invoice.

Creates a new opportunity.

Updates an account.

Updates a contact.

Updates a Case/Incident.

Updates a lead.

Updates a order.

Finds an account by name.

Finds a custom entity give.

Finds a campaign response.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Finds an account by name.

Finds a custom entity give.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Add an optional charge to a draft or active subscription

Cancels an active subscription

Create a new customer in Upodi

Create a Payment Method for a Customer

Credit an invoice in Upodi. Creates a draft credit note which can then be booked

Resumes a subscription currently on hold

Updates a contact

Update a subscription for a customer

Finds the charges on the subscription. Charges are products available on the subscription. Set quantity on the charges to subscribe the customer to the product.

Find a contact for a customer optionally specifying a type

Find a specific invoice and its lines

Creates a new campaign.

Creates a new campaign response.

Creates a new custom entity.

Creates a new lead.

Creates a new order.

Updates an existing campaign response.

Updates a custom entity.

Updates an invoice.

Updates an opportunity.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contact by email address or other searchable field.

Finds a campaign by name.

Finds all leads that match the search criteria.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Finds a contact by email address or other searchable field.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Activate a subscription to start invoicing automatically.

Book a draft invoice or credit note in Upodi

Create a new contact for a customer

Create a new invoice in Upodi as draft

Create a new subscription for a customer

Holds an active subscription

Perform an immediate switch plan for the subscription from one Product Plan to another. If you would rather want a switch in the future on a set date check SwitchToPlanID on Subscription Update. If the change incurs an invoice the invoice will be returned here.

Updates a customer

When 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.

Find charges on a product plan

Finds a customer using accountnumber or ID

Find a specific subscription