HubSpot integration with Upodi
How to Create customers in Upodi from new HubSpot companies
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create customers in Upodi from new HubSpot companies" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Upodi integrations
Upodi actions
Nekton can use any feature that is available in Upodi API.
Using our advanced AI, you can easily create custom automations for Upodi.
Here are some typical actions you can do in your automated workflows.
Activate Subscription
Activate a subscription to start invoicing automatically.
Book Draft Invoice or Credit Note
Book a draft invoice or credit note in Upodi
Create Contact for a Customer
Create a new contact for a customer
Create Payment Method for Customer
Create a Payment Method for a Customer
Credit Invoice
Credit an invoice in Upodi. Creates a draft credit note which can then be booked
Update Contact
Updates a contact
About Upodi
Upodi is a subscription and billing management platform.