Create integrations between Upodi and Close to automate any workflow
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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.
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's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 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 plan - New 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 plan - Updated 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 plan - Updated 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 plan - Send 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.- Customer ID
- Currency CodeRequired
- SubscriptionRequired
- Child
- Invoice Date
- Due Date
- Payment Date
- Reference Key
- Original Invoice
- Invoice Reference
- Credit Note Reason
- Title
- Description
- Line Number
- Quantity
- 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.- Customer ID
- 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.- SubscriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubscriptionRequired
- Action
- Price Strategy
- Switch To Product Plan IDRequired
- 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
- Parent Customer
- Bill To Parent Customer
- Account Number (ID)
- Company Name
- Company VAT Number
- Reference Key
- Primary Email
- Currency CodeRequired
- 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
- Quantity
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product Plan IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account Number (ID)
- Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Status ID
- Status (Label)
- Status Type
- Value Period
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source Lead IDRequired
- Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Done EmailRequired
- Type
- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Sequence
- Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Lead IDRequired
- Custom Object TypeRequired
- Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- FormatRequired
- Query
- Fields
- Include Activities
- Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report TypeRequired
- Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group(s) to Select From
- Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Contact ID
- Note Text
- Phone Number
- Duration
- Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Activity IDRequired
- Custom Activity TypeRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Name
- Description
- Url
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- User ID
- Contact ID
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Name
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_text
- User ID
- From Email Or Domain
- From Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead IDRequired
- Custom Activity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Name
- Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Date
- Assigned To
- Status
- Contact Title
- Lead ID
- Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead IDRequired
- Opportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
- Lead IDRequired
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
- Lead IDRequired
- Custom Object TypeRequired
- Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company Name
- Exact or Partial Match?
- Company URL
- Email AddressRequired
- Phone Number
- Lead IDRequired
- Query
- Name
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead IDRequired
- Opportunity IDRequired
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New 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 plan - New 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 plan - Updated 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 plan - Updated 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 plan - SubscriptionRequired
- 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.- SubscriptionRequired
- 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
- 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 ID
- Make defaultRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubscriptionRequired
- 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 NameRequired
- Customer ID
- 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.- SubscriptionRequired
- 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.- SubscriptionRequired
- SKU
- Anchor Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer ID
- Contact TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Direction
- Template ID
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- Old Status ID
- Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Sequence
- ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Complete
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template ID
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Note Text
- Recording URL
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Custom Activity TypeRequired
- User ID
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Status
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template ID
- Follow-Up Date
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Text TypeRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report breakdownRequired
- PipelineRequired
- Type
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Sequence
- Send emails from
- Assign calls to
- Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Date Created
- Status
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template ID
- Source Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Lead IDRequired
- Date
- Text
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Custom Object IDRequired
- Custom Object TypeRequired
- Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note IDRequired
- Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Assigned to User
- Text
- Date
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Direction
- Note Text
- User ID
- Or Use a Date Range Label
- Find First Call on Lead
- Lead IDRequired
- Call IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Exact or Partial Match?
- Company URL
- Email AddressRequired
- Phone Number
- Lead IDRequired
- Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note Contains Words Starting With...
- Lead IDRequired
- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sequence
- Contact ID
- Lead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- User ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead IDRequired
- Custom Activity IDRequired
- Custom Activity TypeRequired
- User ID
- Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
- Lead IDRequired
- Custom Object TypeRequired
- Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note Contains Words Starting With...
- Lead IDRequired
- Note IDRequired
- Text TypeRequired
- Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task IDRequired
- User ID
- Lead IDRequired
- Date
- Text
- Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found