PayPal + Upnify

PayPal + Upnify integrations

Create Upnify clients for new successful sales in PayPal

When you have a successful sale through PayPal, the relationship does not have to end there. With this integration, you can automatically add new PayPal customers to Upnify CRM. That way, you can continue to nurture the relationship until you have a recurring customer.

When this happens...
Payment Sale WebhooksTriggers when a payment sale event occurs.
TriggerInstant
automatically do this!
Create a New ClientTriggers when a new client is created on your Upnify account.
ActionWrite

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More things you can do with PayPal and Upnify

Discover other triggers and actions you can use with PayPal and Upnify

- Docs Link
- Events
Trigger
Instant
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- Docs Link
- Events
Trigger
Instant
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- Docs Link
Trigger
Instant
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- Docs Link
- Events
Trigger
Instant
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- Docs Link
Trigger
Instant
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- Amount
  Required
- Currency Code
- Payment Intent
- Description
- Reference ID
- Custom ID
- Invoice ID
- Payer Email
- Payer First Name
- Payer Last Name
- Item Name
- Item Quantity
- Item SKU
- Item Category
- Shipping Type
- Shipping Full Name
- Shipping Email
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping State/Province
- Shipping City
- Shipping Postal Code
- Shipping Country Code
- Return URL
- Cancel URL
- Brand Name
- Shipping Preference
- User Action
- Soft Descriptor
Action
Write
- Authorization ID
  Required
Action
Search

- Invoice ID
  Required
Action
Search
- Plan ID
  Required
Action
Search
- Refund ID
  Required
Action
Search
New Client
Triggers when a new client is created on your Upnify account.
Trigger
Instant
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New Sale
Triggers when a new sale is created on your Upnify account.
Trigger
Instant
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- Origin
- Phase
- Label
Action
Write

- Docs Link
- Events
Trigger
Instant
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- Triggering Events
Trigger
Instant
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- Docs Link
- Events
Trigger
Instant
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- Docs Link
- Events
Trigger
Instant
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- Invoice Number
- Reference
- Currency Code
- Invoice Date
- Due Date
- Payment Terms
- Note
- Terms and Conditions
- Memo
- Your Business Name
- Your First Name
- Your Last Name
- Your Email
- Your Phone Country Code
- Your Phone Number
- Your Phone Type
- Your Website
- Your Tax ID
- Your Logo URL
- Your Additional Notes
- Your Address Line 1
- Your Address Line 2
- Your Address Line 3
- Your City
- Your State/Province
- Your Postal Code
- Your Country Code
- Recipient Business Name
- Recipient First Name
- Recipient Last Name
- Recipient Email
- Recipient Phone Country Code
- Recipient Phone Number
- Recipient Phone Type
- Recipient Additional Info
- Recipient Language
- Recipient Address Line 1
- Recipient Address Line 2
- Recipient Address Line 3
- Recipient City
- Recipient State/Province
- Recipient Postal Code
- Recipient Country Code
- Shipping Business Name
- Shipping First Name
- Shipping Last Name
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address Line 3
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Item Name
  Required
- Item Description
- Item Quantity
  Required
- Item Unit Amount
  Required
- Unit of Measure
- Item Date
- Item Tax Name
- Item Tax Percentage
- Item Tax Note
- Item Discount Type
- Item Discount Value
- Invoice Discount Type
- Invoice Discount Value
- Shipping Amount
- Shipping Tax Name
- Shipping Tax Percentage
- Custom Charge Label
- Custom Charge Amount
- Allow Partial Payment
- Minimum Amount Due
- Allow Tip
- Tax Calculated After Discount
- Tax Inclusive Pricing
- Template ID
- Additional Recipients (CC)
Action
Write
- Invoice
  Required
- Send to Recipient
- Send Copy to Invoicer
- Email Subject
- Note to Payer
- Additional Recipients (CC)
Action
Write
- Capture ID
  Required
Action
Search
- Order ID
  Required
Action
Search
- Product ID
  Required
Action
Search
- Subscription ID
  Required
Action
Search
New Oportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Prospect
Triggers when a new prospect is created on your Upnify account.
Trigger
Instant
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- Origin
- Label
- Prospect phase
Action
Write

About PayPal

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps people and businesses receive and make payments in more than 100 currencies in 203 markets.

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Related categories

Payment Processing

Premium

About Upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

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Related categories

CRM (Customer Relationship Management)

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