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UpperBee Integrations

Accounting

Put UpperBee to work with AI and enterprise-grade automation

Automate smarter with UpperBee and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Or pick an app to pair with
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Integrate Google Forms with UpperBeeIntegrate Google Forms with UpperBee
Google Forms
Forms & Surveys, Google
Integrate Slack with UpperBeeIntegrate Slack with UpperBee
Slack
Team Chat
Integrate Dropbox with UpperBeeIntegrate Dropbox with UpperBee
Dropbox
File Management & Storage
Integrate Salesforce with UpperBeeIntegrate Salesforce with UpperBee
Salesforce
CRM (Customer Relationship Management)
Integrate GetMyInvoices with UpperBeeIntegrate GetMyInvoices with UpperBee
GetMyInvoices
Accounting
Integrate Manychat with UpperBeeIntegrate Manychat with UpperBee
Manychat
Social Media Marketing
Integrate ShopSTR with UpperBeeIntegrate ShopSTR with UpperBee
ShopSTR
Scheduling & Booking
Integrate Google Sheets with UpperBeeIntegrate Google Sheets with UpperBee
Google Sheets
Google, Spreadsheets
Integrate Gmail with UpperBeeIntegrate Gmail with UpperBee
Gmail
Email, Google
Integrate Google Forms with UpperBeeIntegrate Google Forms with UpperBee
Google Forms
Forms & Surveys, Google
Integrate Slack with UpperBeeIntegrate Slack with UpperBee
Slack
Team Chat
Integrate Dropbox with UpperBeeIntegrate Dropbox with UpperBee
Dropbox
File Management & Storage
Integrate Salesforce with UpperBeeIntegrate Salesforce with UpperBee
Salesforce
CRM (Customer Relationship Management)
Integrate GetMyInvoices with UpperBeeIntegrate GetMyInvoices with UpperBee
GetMyInvoices
Accounting
Integrate Manychat with UpperBeeIntegrate Manychat with UpperBee
Manychat
Social Media Marketing
Integrate Google Forms with UpperBeeIntegrate Google Forms with UpperBee
Google Forms
Forms & Surveys, Google
Integrate Slack with UpperBeeIntegrate Slack with UpperBee
Slack
Team Chat
Integrate Dropbox with UpperBeeIntegrate Dropbox with UpperBee
Dropbox
File Management & Storage
Integrate Salesforce with UpperBeeIntegrate Salesforce with UpperBee
Salesforce
CRM (Customer Relationship Management)
Integrate GetMyInvoices with UpperBeeIntegrate GetMyInvoices with UpperBee
GetMyInvoices
Accounting
Integrate Manychat with UpperBeeIntegrate Manychat with UpperBee
Manychat
Social Media Marketing
Integrate ShopSTR with UpperBeeIntegrate ShopSTR with UpperBee
ShopSTR
Scheduling & Booking
Integrate Google Sheets with UpperBeeIntegrate Google Sheets with UpperBee
Google Sheets
Google, Spreadsheets
Integrate Gmail with UpperBeeIntegrate Gmail with UpperBee
Gmail
Email, Google

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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.

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For builders

Let your AI safely access UpperBee

Go beyond Zap workflows. Install Zapier in your AI to call UpperBee actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in UpperBee 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

  • Add Document
  • Create Rental Lead

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose UpperBee 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 UpperBee 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: "upperbee", owner: "me" });

await zapier.runAction({
  app: 'upperbee',
  action: 'add_document_getmyinvoices',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

UpperBee Help & Support

Common questions

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About UpperBee
UpperBee is a powerful suite of accounting and property management software for both large and small buildings.
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