Teamleader Focus + Upodi

Create new Teamleader Focus contacts and update corresponding Upodi customers

Keep your Teamleader Focus contacts and Upodi customers up to date with this seamless workflow. When a new contact is added in Teamleader Focus, this automation updates the corresponding customer information in Upodi, ensuring that your records are always accurate and consistent across both platforms. Save time and eliminate manual data entry by streamlining your contact management process.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Update Customer
Updates a customer
ActionWrite

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Supported triggers and actions

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom Fields
- Marketing mails consent
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
New Customer
Triggers when a new customer is created in Upodi.
Trigger
Polling
Try It

New Subscription
Triggers when a new subscription is created.
Trigger
Polling
Try It
Updated Customer
Triggers when a customer is updated in Upodi.
Trigger
Polling
Try It
Updated Subscription
Triggers when a subscription is updated in Upodi.
Trigger
Polling
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

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom Fields
- Marketing Mails Consent
Action
Write
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
Action
Search
New Contact
Triggers when a new contact is created in Upodi.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created by Upodi or manually.
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated in Upodi.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice is updated in Upodi.
Trigger
Polling
Try It
- 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

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Upodi

Upodi is a subscription and billing management platform.

Related categories

Payment Processing

Teamleader Focus + Upodi

Create new Teamleader Focus contacts and update corresponding Upodi customers

New Deal

New Contact

Deal Accepted

Create Contact

Link Contact to Company

Find Contact

New Customer

New Subscription

Updated Customer

Updated Subscription

Add Optional Charge to Subscription

Cancel Subscription

Create Customer

Create Payment Method for Customer

Credit Invoice

Resume Subscription

Update Contact

Update Subscription

Find Charges on Subscription

Find Contact

Find Invoice

New Company

Invoice Paid

Create Company

Create Deal

Find Company

New Contact

New Invoice

Updated Contact

Updated Invoice

Activate Subscription

Book Draft Invoice or Credit Note

Create Contact for a Customer

Create Invoice

Create Subscription

Hold Subscription

Switch Product Plan for a Subscription

Update Customer

Create a Change to a Charge

Find Charges for a Product Plan

Find Customer

Find Subscription

About Teamleader Focus

Related categories

Similar apps

Zapier Interfaces

About Upodi

Related categories