Create integrations between Trello and Upodi to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Trello and Upodi 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.
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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.
New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
List
CardRequired
ChecklistRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
From List
CardRequired
To Board
To ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Card Name
Card Description
Card Due Date
Due Complete
Card Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
ChecklistRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
Card
ChecklistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
Card
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new contact is created in Upodi.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created by Upodi or manually.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when a contact is updated in Upodi.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Invoice
Triggers when an invoice is updated in Upodi.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSend activation email to the customer if configured
SubscriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The ID of the invoice you want to bookRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer ID
Full NameRequired
Contact TypeRequired
GLN Number
Reference Key
Primary Email
Home Phone
Business Phone
Mobile Phone
Address Line 1
Note
City
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
CurrencyRequired
Subscription
Child
Invoice Date
Due Date
Payment Date
Ref Key
Original Invoice
Invoice Reference
Credit Note Reason
Title
Description
Line Number
QuantityRequired
Tax Exempt
Unit PriceRequired
SKU
Unit
Discount
Period Start
Period End
Is Empty Line
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Product Plan IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Action
Price Strategy
Switch To Product Plan IDRequired
Pay the invoice using the customers default payment methodRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionCharge IDRequired
Action
Price Strategy
Reference key
Description
Next charge date of the charge
Period start date
QuantityRequired
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product PlanRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccount Number
Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSubscription ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
BoardRequired
ListRequired
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
LabelRequired
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Member(s)Required
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
Organization
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
CardRequired
ChecklistRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
List
CardRequired
SearchRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Label
Custom Labels
Card Position
Member
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Customer
Triggers when a new customer is created in Upodi.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Subscription
Triggers when a new subscription is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggers when a customer is updated in Upodi.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Subscription
Triggers when a subscription is updated in Upodi.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubscriptionRequired
Product Plan ChargeRequired
Price
Quantity
Description
Charge Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Cancellation reason
Cancel option
Cancel on date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full nameRequired
Account Number (ID)
Currency CodeRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GatewayRequired
SourceRequired
Customer IDRequired
Make defaultRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The invoice you want to creditRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Resume ByRequired
Resume By Specific Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Stock Keeping Unit (SKU)
Anchor Code
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Contact Type
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice ID
ActionThis is an event a Zap performs.SearchFind existing data in your app