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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Completed Task" from Asana.

Add your action

An action happens after the trigger—such as "Activate Subscription" in Upodi.

You’re connected!

Zapier seamlessly connects Asana and Upodi, automating your workflow.

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.

- Workspace
- Project
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It

- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
Try It

New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Task ID
  Required
- Workspace
  Required
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- Name
  Required
- Task Fields
Action
Write
- Workspace / Organization
  Required
- Project
  Required
- Section Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Copy
- Workspace
  Required
- Project
- Task Template
  Required
- Task Name
Action
Write
- Workspace
  Required
- Team
- Name
  Required
- Notes
  Required
Action
Write
- Workspace
  Required
- Project
  Required
- Task
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Section Name
  Required
Action
Search
- Workspace
- Project
- Task ID
  Required
- Maximum Results
- Comment Order
Action
Search
- Premium_user_help_text
- Workspace ID
  Required
- Projects (Any)
- Search Text
- Limit
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Created After
- Created Before
- Modified After
- Modified Before
- Task Type
- Custom_fields_help_text
Action
Search
- Email Address or ID
  Required
Action
Search
- Workspace
  Required
- Name
  Required
- Team
- Notes
  Required
Action
Search or write
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
- Subscription
  Required
Action
Write
- The ID of the invoice you want to book
  Required
- 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 Name
  Required
- Contact Type
  Required
- GLN Number
- Reference Key
- Primary Email
- Home Phone
- Business Phone
- Mobile Phone
- Address Line 1
- Note
- City
- Postal Code
- Country
Action
Write
- Customer
  Required
- Currency
  Required
- Subscription
- Child
- Invoice Date
- Due Date
- Payment Date
- Ref Key
- Original Invoice
- Invoice Reference
- Credit Note Reason
- Title
- Description
- Line Number
- Quantity
  Required
- Tax Exempt
- Unit Price
  Required
- SKU
- Unit
- Discount
- Period Start
- Period End
- Is Empty Line
Action
Write
- Customer
  Required
- Product Plan ID
  Required
- 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 ID
  Required
Action
Write
- Subscription ID
  Required
- Action
- Price Strategy
- Switch To Product Plan ID
  Required
- Pay the invoice using the customers default payment method
  Required
- 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
  Required
- 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 ID
  Required
- Action
- Price Strategy
- Reference key
- Description
- Next charge date of the charge
- Period start date
- Quantity
  Required
- Price
Action
Write
- Product Plan
  Required
Action
Search
- Account Number
- Customer ID
Action
Search
- Subscription ID
Action
Search

- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace / Organization
  Required
Trigger
Polling
Try It
- Workspace / Organization
Trigger
Polling
Try It
- Task ID
  Required
- Tag
  Required
Action
Write
- Project
  Required
- Task
  Required
- File
  Required
Action
Write
- Workspace or Organization
- Project Template
  Required
- Project Name
  Required
- Privacy Setting
Action
Write
- Workspace
  Required
- Parent Task
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
  Required
- Task Name
  Required
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom_field_info
Action
Write
- Task ID
  Required
- Tag
  Required
Action
Write
- Workspace
- Task ID
  Required
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom_field_info
Action
Write
- Workspace
  Required
- Project
  Required
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace/Organization
- Team
- Project Name
  Required
- Include Archived Projects
Action
Search
- Workspace
- Project
- Task ID
  Required
- Limit
Action
Search
- Task ID or GID
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Task Name
  Required
Action
Search
- Email Address or User ID
  Required
Action
Search
- Task ID or GID
  Required
- Workspace
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
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
- Subscription
  Required
- Product Plan Charge
  Required
- Price
- Quantity
- Description
- Charge Start Date
Action
Write
- Subscription ID
  Required
- Cancellation reason
- Cancel option
- Cancel on date
Action
Write
- Full name
  Required
- Account Number (ID)
- Currency Code
  Required
- 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
- Gateway
  Required
- Source
  Required
- Customer ID
  Required
- Make default
  Required
Action
Write
- The invoice you want to credit
  Required
Action
Write
- Subscription ID
  Required
- Resume By
  Required
- Resume By Specific Date
Action
Write
- Contact ID
  Required
- 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 ID
  Required
- 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 ID
  Required
- Stock Keeping Unit (SKU)
- Anchor Code
Action
Search
- Customer ID
  Required
- Contact Type
Action
Search
- Invoice ID
Action
Search

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Connect Asana and Upodi to integrate crucial parts of your business

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, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Asana on the Zapier blog

Make work flow with AI

Level up your Asana to Upodi integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

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About Upodi

Upodi is a subscription and billing management platform.

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