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How Zapier works
Zapier makes it easy to integrate Email by Zapier with Upflow - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Inbound Email" from Email by Zapier.
Add your action
An action happens after the trigger—such as "Create Customer" in Upflow.
You’re connected!
Zapier seamlessly connects Email by Zapier and Upflow, 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.
- New Inbound Email
Triggers when an email is forwarded to your own custom
Try ItTriggerInstant - Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite- Customer External IdRequired
- EmailRequired
- First Name
- Last Name
- Phone
- Position
- Contact Customer Id
ActionWrite- Invoice referenceRequired
- Customer External IdRequired
- Issued atRequired
- Due DateRequired
- Net AmountRequired
- Gross AmountRequired
- Invoice IDRequired
- CurrencyRequired
- Invoice description
ActionWrite
- Setup Directions
Try ItTriggerInstant- Customer NameRequired
- External IdRequired
- Accounting Reference
- VAT Number
- Account Manager Id
- Address
- Zip Code
- City
- State
- Country
- Contact first name
- Contact last name
- Contact email
- Contact phone
ActionWrite- Customer NameRequired
- External IdRequired
- Customer Accounting Reference
- VAT
- Customer Address
- Customer Zip Code
- Customer City
- Customer State
- Customer Country
ActionWrite- Customer External IdRequired
ActionWrite
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