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Integrate Upodi with SuperOffice CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Upodi with SuperOffice CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Upodi

A trigger is an event that starts your Zap and runs the workflow. For example, with Upodi, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from SuperOffice CRM

An action is what takes place after the automation is triggered. For example, with SuperOffice CRM, the action could be "Create Appointment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Upodi to SuperOffice CRM

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

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

Learn about AI automation

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Connect Upodi and SuperOffice CRM 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

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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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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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.

An illustration representing how to move and manage data with Zapier.

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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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Upodi and SuperOffice CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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 Contact
Triggers when a new contact is created in Upodi.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created by Upodi or manually.
Trigger
Scheduled
Try It
Updated Contact
Triggers when a contact is updated in Upodi.
Trigger
Scheduled
Try It
Updated Invoice
Triggers when an invoice is updated in Upodi.
Trigger
Scheduled
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 ID
- Currency Code
  Required
- Subscription
  Required
- Child
- Invoice Date
- Due Date
- Payment Date
- Reference Key
- Original Invoice
- Invoice Reference
- Credit Note Reason
- Title
- Description
- Line Number
- Quantity
- Tax Exempt
- Unit Price
  Required
- SKU
- Unit
- Discount
- Period Start
- Period End
- Is Empty Line
Action
Write
- Customer ID
- 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
  Required
Action
Write
- Subscription
  Required
- Action
- Price Strategy
- Switch To Product Plan ID
  Required
- 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
- Parent Customer
- Bill To Parent Customer
- Account Number (ID)
- Company Name
- Company VAT Number
- Reference Key
- Primary Email
- Currency Code
  Required
- 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
- Price
Action
Write
- Product Plan ID
  Required
Action
Search
- Account Number (ID)
- Customer ID
Action
Search
- Customer ID
Action
Search
Company Changed
Triggers when an existing company is changed.
Trigger
Instant
Try It
Document Changed
Triggers when an existing document is changed.
Trigger
Instant
Try It
Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
Try It
Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
Try It
New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
Try It
- Company trigger type
  Required
Trigger
Instant
Try It
Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
- Document id
  Required
- Document
  Required
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write

New Customer
Triggers when a new customer is created in Upodi.
Trigger
Scheduled
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
Try It
Updated Customer
Triggers when a customer is updated in Upodi.
Trigger
Scheduled
Try It
Updated Subscription
Triggers when a subscription is updated in Upodi.
Trigger
Scheduled
Try It
- Subscription
  Required
- Product Plan Charge
  Required
- Price
- Quantity
- Description
- Charge Start Date
Action
Write
- Subscription
  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
- 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
- Make default
  Required
Action
Write
- The ID of the invoice you want to book
  Required
Action
Write
- Subscription
  Required
- Resume By
  Required
- Resume By Specific Date
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Customer ID
- 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
- Subscription
  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
  Required
- SKU
- Anchor Code
Action
Search
- Customer ID
- Contact Type
  Required
Action
Search
- Customer ID
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write

Learn how to automate Upodi on the Zapier blog

Learn how to automate SuperOffice CRM on the Zapier blog

About Upodi

Upodi is a subscription and billing management platform.

Related categories

Payment Processing

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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