Upgrade.chat

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Upgrade.chat Integrations

EffiAI lets you connect Upgrade.chat with the most popular apps, so you can automate your work and have more time for what matters most - no code required.

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Upgrade.chat Triggers

New Lead

Triggers when a new lead is created

Instant

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New Subscription

triggers when a new subscription is created

Instant

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New Payment

Triggers when a new payment is created

Instant

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Upgrade.chat Actions

Add or Update Contact

Creates a new contact.

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Add or Update Subscription

Creates a new subscription.

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Create Product

Creates a new product in the CRM

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Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Match Existing Contact

Override Lists

Ignore Invalid Values

Contact ID

Contact XREF

Contact TypeRequired

Create User

Send Welcome Email

User Password

Prefix

First NameRequired

Middle Name

Last NameRequired

Nick Name

Suffix

Gender

Date of Birth

Bank Code

SSN

Driving License

Driving License State

Is Active Military Duty

Is US Citizen

Preferred Time of Day

Person Affiliate Code

Personal Email

Alternative Personal email

Other Personal email

Work Email

Alternative Work Email

Other Work Email

Mobile Phone

Mobile Phone Ext

Home Phone

Home Phone Ext

Work Phone

Work Phone Ext

Work Phone 2

Work Phone 2 Ext

Home Street

Address 2

City

State Name

State Code

ZIP Code

Country Name

Country Code

Work Street

Address 2

City

State Name

State Code

ZIP Code

Country Name

Country Code

Website

Photo URL

Facebook

Instagram

Twitter

Google Reviews

AngelList

Zoom

Content

Profile Summary

Notes

Follow Up Date

Assigned User

Deal Amount

Custom Field 1

Custom Field 2

Custom Field 3

Custom Field 4

Custom Field 5

Company Name

Organization Type

Is Employed

Job Title

Employment Start Date

Employee Count

Date Founded

EIN

Annual Revenue

Industry

Company Phone

Company Phone Extension

Company Fax Number

Company Email

Company Website

Company Facebook

Company LinkedIn

Company Instagram

Company Twitter

Company Google Reviews

Company Crunchbase

Company BBB URL

Company Zoom

Company Calendly

Company Logo URL

Company Affiliate Code

Company Street

Address 2

City

State Name

State Code

Company Zip Code

Company Country Name

Company Country Code

Source Code

Channel Code

Affiliate Code

Campaign ID

Google Click ID

Referer URL

Applicant ID

Application ID

IP Address

User Agent

Site ID

Site URL

Date Created

Entry URL

Lead Stage Name

Star

Rating

UTM Source

UTM Medium

UTM Campaign

UTM Term

UTM Content

UTM Keyword

UTM AdGroup

UTM Name

Request Custom Field 1

Request Custom Field 2

Request Custom Field 3

Request Custom Field 4

Request Custom Field 5

Product Code

Product Payment Period Type

System Type

Code

Name

Level

Start Date

End Date

Amount

Product Code

Product Payment Period Type

System Type

Code

Name

Level

Start Date

End Date

Amount

Product Code

Product Payment Period Type

System Type

Code

Name

Level

Start Date

End Date

Amount

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Create Invoice

Creates a new invoice in the CRM.

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Get Contact Details

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Upgrade.chat Integrations

Upgrade.chat Triggers

New Lead

New Subscription

New Payment

Upgrade.chat Actions

Add or Update Contact

Add or Update Subscription

Create Product

Add or Update Contact (Extended)

Create Invoice

Get Contact Details

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