Mojo + Upodi

Update Upodi customers when Mojo contacts are updated

Effortlessly keep your Mojo and Upodi contacts in sync with this seamless workflow. Whenever a contact is updated in Mojo, their corresponding customer details will be updated in Upodi as well. Save time and ensure accurate information across platforms by implementing this automatic process.

When this happens...
Contact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
TriggerInstant
automatically do this!
Update Customer
Updates a customer
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
New Contact
Triggers when a new contact is created in Upodi.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created by Upodi or manually.
Trigger
Polling
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Updated Contact
Triggers when a contact is updated in Upodi.
Trigger
Polling
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Updated Invoice
Triggers when an invoice is updated in Upodi.
Trigger
Polling
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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

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
New Customer
Triggers when a new customer is created in Upodi.
Trigger
Polling
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New Subscription
Triggers when a new subscription is created.
Trigger
Polling
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Updated Customer
Triggers when a customer is updated in Upodi.
Trigger
Polling
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Updated Subscription
Triggers when a subscription is updated in Upodi.
Trigger
Polling
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- 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 Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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

Related Zap Templates

Create Upodi customers from new Mojo contacts

Related Zap Templates

Create Upodi customers from new Mojo contacts

Mojo + Upodi

Update Upodi customers when Mojo contacts are updated

New Contact in Group

Contact Number Marked as "Bad Number"

Contact Updated

New Note

Create Contact in Calling List

Create Activity

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

New Contact

Send Button Clicked

New Activity

Note Updated

Create Contact in Group

Update 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

About Mojo

Related categories

Similar apps

Zapier Interfaces

About Upodi

Related categories

Related Zap Templates

Related Zap Templates