Mojo + Upodi

Mojo + Upodi integrations

Create Upodi customers from new Mojo contacts

Effortlessly keep your customer information up-to-date with this workflow! When a new contact is added in Mojo, it will automatically update the corresponding customer details in Upodi. Save time and ensure accuracy by eliminating manual data entry and keeping your systems in sync.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Update CustomerUpdates a customer
ActionWrite

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More things you can do with Mojo and Upodi

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

- Group
  Required
- Note
Trigger
Instant
Try It
- Group
  Required
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
Try It
- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
New Contact
Triggers when a new contact is created in Upodi.
Trigger
Polling
Try It

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
Try It
Updated Invoice
Triggers when an invoice is updated in Upodi.
Trigger
Polling
Try It
- 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

- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
Try It
- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
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
Try It
Updated Subscription
Triggers when a subscription is updated in Upodi.
Trigger
Polling
Try It
- 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 Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Upodi

Upodi is a subscription and billing management platform.

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Related categories

Payment Processing

Related Zap Templates

Update Upodi customers when Mojo contacts are updated

Related Zap Templates

Update Upodi customers when Mojo contacts are updated