Upodi and Salesflare

How to connect Upodi

When new Contact in Upodi, find or create contact in Salesflare.
When new Customer in Upodi, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in Upodi, create opportunity, then find or create contact in Salesflare.
When new Subscription in Upodi, create opportunity, then find or create contact in Salesflare.
When updated Contact in Upodi, find or create contact in Salesflare.
When updated Customer in Upodi, find or create account, then find or create contact, then add contact to account in Salesflare.

Upodi is a subscription and billing management platform.

Start a workflow when this happens

Show 3 more triggers

Things Salesflare can make it do

Activate Subscription — Activate a subscription to start invoicing automatically.
Add Optional Charge to Subscription — Add an optional charge to a draft or active subscription
Book Draft Invoice or Credit Note — Book a draft invoice or credit note in Upodi
Cancel Subscription — Cancels an active subscription
Create Contact for a Customer — Create a new contact for a customer

Show 12 more actions

Create Customer — Create a new customer in Upodi
Create Invoice — Create a new invoice in Upodi as draft
Create Payment Method for Customer — Create a Payment Method for a Customer
Create Subscription — Create a new subscription for a customer
Create a Change to a Charge — When the subscription is created all charges will have the default quantities and prices. If you want to change them make sure to update them before you activate the subscription or update them along the way if what the customer purchases changes. If the change incurs an invoice the invoice will be returned here.
Credit Invoice — Credit an invoice in Upodi. Creates a draft credit note which can then be booked
Hold Subscription — Holds an active subscription
Resume Subscription — Resumes a subscription currently on hold
Switch Product Plan for a Subscription — Perform an immediate switch plan for the subscription from one Product Plan to another. If you would rather want a switch in the future on a set date check SwitchToPlanID on Subscription Update. If the change incurs an invoice the invoice will be returned here.
Update Contact — Updates a contact
Update Customer — Updates a customer
Update Subscription — Update a subscription for a customer

Look up existing records

Find Charges for a Product Plan — Find charges on a product plan
Find Charges on Subscription — Finds the charges on the subscription. Charges are products available on the subscription. Set quantity on the charges to subscribe the customer to the product.
Find Contact — Find a contact for a customer optionally specifying a type
Find Customer — Finds a customer using accountnumber or ID
Find Invoice — Find a specific invoice and its lines

Show 1 more searches

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