Put Upbooks to work with AI and enterprise-grade automation
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- No-code AI automation
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Or pick an app to pair with
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Microsoft Excel
Microsoft, Spreadsheets
QuickBooks Online
Accounting
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
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Calendar, Google
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HubSpot
Marketing Automation
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Forms & Surveys, Google
Slack
Team Chat
Microsoft Excel
Microsoft, Spreadsheets
QuickBooks Online
Accounting
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Google Calendar
Calendar, Google
Slack
Team Chat
Microsoft Excel
Microsoft, Spreadsheets
QuickBooks Online
Accounting
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Google Calendar
Calendar, Google
Google Drive
File Management & Storage, Google
HubSpot
Marketing Automation
Google Forms
Forms & Surveys, Google
Join millions worldwide who automate their work using Zapier
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.
- CollectionRequired
- Select Account
Try ItTriggerPolling- CategoryRequired
- Payment AmountRequired
- Currency
- Date
- Mode
- Reference Number
- Notes
- Add Expense Files
- Upload files
ActionWrite- CurrencyRequired
- DateRequired
- Debit Account
- Debit Account Title
- Debit Account Sub Category
- Debit Account Type
- Debit AmountRequired
- Reason
- Credit Account
- Credit Account Title
- Credit Account Sub Category
- Credit Account Type
- Credit AmountRequired
- Reason
ActionWrite- TitleRequired
- Summary
- Sub CategoryRequired
ActionWrite
- NameRequired
- DOB
- Employee Type
- Pan Number
- UAN Number
- ESI Number
- PF Number
- EPS Number
- AAdhar Card Number
- Payee Name
- IFSC Number
- Bank Account Number
- Bank Name
- Bank Branch
- MICR
- SWIFT
- Email
- Phone Number
- current Address City
- Current Address Location Name
- Current Address Street1
- Current Address Street2
- Current Address Pincode
- Current Address Country
- Current Address State
- Permanent Address Location Name
- Permanent Address Street 1
- Permanent Address Street 2
- Permanent Address Pin Code
- Permanent Address City
- Permanent Address Country
- Permanent Address State
- Is Same As Current Address?
- Date Of Joining
- Designation
- Role
- Salary Type
- CTCRequired
- Currency
- select Scheme
- Select Salary Component
ActionWrite- CurrencyRequired
- DateRequired
- Account
- Account Title
- Account Sub Category
- Account Type
- Entry TypeRequired
- AmountRequired
- Reason
ActionWrite- TitleRequired
- Type
- Expense For
- AmountRequired
- Currency
- Date
- notes
- Has GST?
- Vendor Name
- Vendor GST Number
- Taxable Value
- Make it recurring
- Recurring Frequency
- Reverse Charge
- Add Payment
- Account Title
- Account Sub Category
- Account Type
- ModeRequired
- Reference No.
- Payment Notes
- Upload Receipts
ActionWrite- NameRequired
- EmailRequired
- PasswordRequired
ActionWrite
For builders
Let your AI safely access Upbooks
Go beyond Zap workflows. Install Zapier in your AI to call Upbooks actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Upbooks from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Upbooks actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Upbooks connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "upbooks", owner: "me" });
await zapier.runAction({
app: 'upbooks',
action: 'add_employee',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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