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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap.

Add your action

An action happens after the trigger—such as "Create Customer" in Upflow.

You’re connected!

Zapier seamlessly connects PingBell and Upflow, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your PingBell to Upflow integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect PingBell and Upflow to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Select PingBell
  Required
Action
Write
- Customer External Id
  Required
- Contact email
- Contact first name
- Contact last name
- Contact phone
- Position
- External Id
  Required
Action
Write
- Invoice reference
  Required
- Customer External Id
  Required
- Issued at
  Required
- Due Date
  Required
- Net Amount
  Required
- Gross Amount
  Required
- External Id
  Required
- Currency
  Required
- Customer Name
  Required
Action
Write
- Currency
  Required
- Amount
  Required
- Invoice reference
  Required
- Instrument
- Validation date
  Required
- Customer External Id
  Required
- Amount Linked
  Required
Action
Write

- Customer Name
  Required
- External Id
  Required
- Accounting Reference
- VAT Number
- Account Manager Id
- Address
- Zip Code
- City
- State
- Country
- Contact first name
- Contact last name
- Contact email
- Contact phone
Action
Write
- Customer Name
  Required
- External Id
  Required
- Accounting Reference
- VAT Number
- Address
- Zip Code
- City
- State
- Country
Action
Write
- Customer External Id
  Required
Action
Write
- External Id
  Required
- Customer Name
  Required
- Accounting Reference
- VAT Number
- Account Manager Id
- Address
- Zip Code
- City
- State
- Country
Action
Write

About PingBell

PingBell notifies your entire team whenever a conversion happens on your website or app.

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About Upflow

Manage your invoices, from creation to payment, to collect 100% of your turnover.