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Integrate Upodi with Retently

Trigger NPS/CSAT surveys after subscription changes or invoice payments, sync customer profiles to ensure feedback is linked to the correct customer, and use survey responses to adjust subscription offerings or customer service strategies.

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About Upodi

Upodi is a payment processing app that helps manage customers, subscriptions, and invoices. It allows users to create contacts, handle invoices, and manage subscription details.

Upodi to Retently

1

New Contact

Triggers when a new contact is created in Upodi

2

New Invoice

Triggers when a new invoice is created by Upodi or manually

3

Updated Contact

Triggers when a contact is updated in Upodi

4

Updated Invoice

Triggers when an invoice is updated in Upodi

5

New Customer

Triggers when a new customer is created in Upodi

6

New Subscription

Triggers when a new subscription is created

7

Updated Customer

Triggers when a customer is updated in Upodi

8

Updated Subscription

Triggers when a subscription is updated in Upodi

Retently to Upodi

1

Activate Subscription

Activates a subscription to start invoicing automatically.

2

Book Draft Invoice or Credit Note

Books a draft invoice or credit note in Upodi

3

Create Contact for a Customer

Creates a new contact for a customer

4

Create Invoice

Creates a new invoice in Upodi as draft

5

Create Subscription

Creates a new subscription for a customer

6

Hold Subscription

Holds an active subscription

7

Switch Product Plan for a Subscription

Performs an immediate switch plan for the subscription from one Product Plan to another. If the change incurs an invoice, the invoice will be returned here.

8

Update Customer

Updates a customer

9

Create a Change to a Charge

When the subscription is created, all charges will have the default quantities and prices. Change them before activating the subscription or update them along the way.

10

Find Charges for a Product Plan

Finds charges on a product plan

11

Find Customer

Finds a customer using account number or ID

12

Find Subscription

Finds a specific subscription

13

Add Optional Charge to Subscription

Adds an optional charge to a draft or active subscription

14

Cancel Subscription

Cancels an active subscription

15

Create Customer

Creates a new customer in Upodi

16

Create Payment Method for Customer

Creates a Payment Method for a Customer

17

Credit Invoice

Creates a draft credit note which can then be booked

18

Resume Subscription

Resumes a subscription currently on hold

19

Update Contact

Updates a contact

20

Update Subscription

Updates a subscription for a customer

21

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.

22

Find Contact

Finds a contact for a customer optionally specifying a type

23

Find Invoice

Finds a specific invoice and its lines

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