BizPay + Upbooks

Add newly-verified Bizpay expenses to Upbooks

When a new verified expense is available in Bizpay, this Zap automatically adds it as an expense in Upbooks. Keep your details up to date across platforms without the need for duplicate data entry.

When this happens...
New Verified Expense
Triggers when an expense is verified. This happens when an expense report containing the expense is verified in BizPay.
TriggerPolling
automatically do this!
Create Expense
Adds a new expense to the system
ActionWrite

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Supported triggers and actions

Funds Loaded to Wallet
Triggers when funds are loaded to a user’s BizPay wallet.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added in BizPay.
Trigger
Polling
Try It
New Verified Expense
Triggers when an expense is verified. This happens when an expense report containing the expense is verified in BizPay.
Trigger
Polling
Try It
- Merchant NameRequired
- Expense Bucket
- AmountRequired
- RecoverableRequired
- NotesRequired
- Expense TypeRequired
- Add to Report
Action
Write
- 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
Action
Write

- CurrencyRequired
- DateRequired
- Account
- Account Title
- Account Sub Category
- Account Type
- Entry TypeRequired
- AmountRequired
- Reason
Action
Write
- 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
Action
Write

- NameRequired
- EmailRequired
- PasswordRequired
Action
Write

Funds Withdrawn From Wallet
Triggers when funds are withdrawn from a user’s BizPay wallet.
Trigger
Polling
Try It
New Action Item or Alert
Triggers when a new action item or alert is created in BizPay. Such items and alerts get created in BizPay automatically based on user actions.
Trigger
Polling
Try It
New Verified Report
Triggers when an expense report is verified in BizPay.
Trigger
Polling
Try It
- CollectionRequired
- Select Account
Trigger
Polling
Try It
- CategoryRequired
- Payment AmountRequired
- Currency
- Date
- Mode
- Reference Number
- Notes
- Add Expense Files
- Upload files
Action
Write
- 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
Action
Write
- TitleRequired
- Summary
- Sub CategoryRequired
Action
Write

About BizPay

BizPay automates business expense management with corporate cards, UPI-enabled wallets, and apps, ensuring 360-degree real-time visibility and 100% control.

Related categories

Accounting

About Upbooks

Upbooks offers a streamlined solution to boost your productivity and effortlessly manage your business finances.

Related categories

Accounting

BizPay + Upbooks

Add newly-verified Bizpay expenses to Upbooks

Supported triggers and actions

Funds Loaded to Wallet

New Expense

New Verified Expense

Create New Expense

Add Employee

Create Single Account Ledger Entry

Create Expense

Create User

Funds Withdrawn From Wallet

New Action Item or Alert

New Verified Report

New Data

Record Outward Payment

Create Couple Account Ledger Entry

Create Expense Category

About BizPay

Related categories

About Upbooks

Related categories