Upodi Integrations

Payment Processing

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CRM (Customer Relationship Management)

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Google Sheets

Google, Spreadsheets

Microsoft Excel

Microsoft, Spreadsheets

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Kommo

CRM (Customer Relationship Management)

Credit Repair Cloud

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Microsoft Excel

Microsoft, Spreadsheets

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Kommo

CRM (Customer Relationship Management)

Credit Repair Cloud

CRM (Customer Relationship Management)

SuperOffice CRM

CRM (Customer Relationship Management)

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Developer Tools, Zapier

Formatter by Zapier

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Quickly automate Upodi integrations with Zapier's templates

Create Webshipper shipments for new paid invoices in Upodi
Details
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Upodi + Webshipper
Create customers in Upodi with new updates to webCRM organizations
Details
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webCRM + Upodi
Create customers in Upodi from new HubSpot companies
Details
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HubSpot + Upodi
Find Upodi customers and add contacts to automation in ActiveCampaign for new Upodi subscriptions
Details
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Upodi + ActiveCampaign
Find Upodi customers and create ActiveCampaign contacts from new Upodi subscriptions
Details
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Upodi + ActiveCampaign
Find Upodi customers and create Mailchimp subscribers from new Upodi subscriptions
Details
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Upodi + Mailchimp

Create Webshipper shipments for new paid invoices in Upodi

Upodi + Webshipper

Create customers in Upodi with new updates to webCRM organizations

webCRM + Upodi

Create customers in Upodi from new HubSpot companies

HubSpot + Upodi

Find Upodi customers and add contacts to automation in ActiveCampaign for new Upodi subscriptions

Upodi + ActiveCampaign

Find Upodi customers and create ActiveCampaign contacts from new Upodi subscriptions

Upodi + ActiveCampaign

Find Upodi customers and create Mailchimp subscribers from new Upodi subscriptions

Upodi + Mailchimp

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created in Upodi.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created by Upodi or manually.
Trigger
Scheduled
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Updated Contact
Triggers when a contact is updated in Upodi.
Trigger
Scheduled
Try It
Updated Invoice
Triggers when an invoice is updated in Upodi.
Trigger
Scheduled
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- Send activation email to the customer if configured
- SubscriptionRequired
Action
Write

- 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
Action
Write
- 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
Action
Write

- 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
Action
Write
- 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
Action
Write
- Subscription IDRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- SubscriptionCharge IDRequired
- Action
- Price Strategy
- Reference key
- Description
- Next charge date of the charge
- Period start date
- QuantityRequired
- Price
Action
Write
- Product PlanRequired
Action
Search
- Account Number
- Customer ID
Action
Search
- Subscription ID
Action
Search

New Customer
Triggers when a new customer is created in Upodi.
Trigger
Scheduled
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
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Updated Customer
Triggers when a customer is updated in Upodi.
Trigger
Scheduled
Try It
Updated Subscription
Triggers when a subscription is updated in Upodi.
Trigger
Scheduled
Try It
- SubscriptionRequired
- Product Plan ChargeRequired
- Price
- Quantity
- Description
- Charge Start Date
Action
Write
- Subscription IDRequired
- Cancellation reason
- Cancel option
- Cancel on date
Action
Write
- 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
Action
Write
- GatewayRequired
- SourceRequired
- Customer IDRequired
- Make defaultRequired
Action
Write
- The invoice you want to creditRequired
Action
Write
- Subscription IDRequired
- Resume ByRequired
- Resume By Specific Date
Action
Write
- 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
Action
Write
- 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
Action
Write
- Subscription IDRequired
- Stock Keeping Unit (SKU)
- Anchor Code
Action
Search
- Customer IDRequired
- Contact Type
Action
Search
- Invoice ID
Action
Search

About Upodi

Upodi is a subscription and billing management platform.

Related categories

Payment Processing