Zapier documentation with UpperBee

Actions 

Create Rental Lead 

Requirements: 

Signed in user must  

To edit the user’s permissions, a manager must access the company’s access roles management’s page and then create or edit a role assigned to the user with the permission. 

Action description: 

When you create a Zap for this action, a new rental lead will be created for the rental company selected in the Zap with the information provided in the Zap. To view the rental leads created for the rental company, you must access the page through Administration -> Rental leads management. 

Fields Specifications: 

Full Name: Required if no values are entered for First Name and Last Name. 

First Name & Last Name: Required if no values are entered for Full Name. 

Email: Not required. 

Mobile: Not required. If the field is filled, we expect a phone number without any special characters nor spaces. 

Note: Not required. 

Company: Required. This is the company for which the lead will be created. 

Property: Not required. You must select a company first to select a property. If the field is filled, the lead will be created for the specified property. 

Unit: Not required. You must select a property first to select a unit. If the field is filled, the lead will be created for the specified unit. 

External Id: Not required. This field is used to send data related to the lead in a variety of our Triggers. 

Send Notification Email To When Rental Lead Is Created: Not required. When filled, a notification email will be sent to the emails specified in the field. The emails must be entered in a single string separated with semi-colons. Ex: email1@email.com;email2@email.com;email3@email.com 

Add Document 

 
Requirements: 

Signed in user must  

To edit the user’s permissions, a manager must access the company’s access roles management’s page and then create or edit a role assigned to the user with the permission. 

Documents can only be created for properties managed by companies that have the feature Document Reception activated. 

Action description: 

When you create a Zap for this action, a new document will be created for the property selected in the Zap with the information provided in the Zap. To view the documents created for the company, you must access the page through Accounting → Document Reception. 

We recommend that you use this Action with a Trigger by GetMyInvoices. 

Fields Specifications: 

Property: Required. The document will be created for the property’s managing company. 

Document Name: Required. The document’s name with the extension. 

Document Url: Required. The document’s public URL. 

Triggers 

External Rental Lead's Rental Inquiry Completed 

Requirements: 

Signed in user must  

To edit the user’s permissions, a manager must access the company’s access roles management’s page and then create or edit a role assigned to the user with the permission. 

Trigger description: 

When you subscribe to this trigger, you will be hooked to receive data from UpperBee regarding rental inquiries that are completed for rental leads with external ids (See Create Rental Lead).  

 
It is imperative that the rental lead is created with our Action Create Rental Lead with a provided external id; all other completed rental inquiries will not send out data to your Zap. 

Data that will be sent out to your Zap: 

External Id: String. The external id you provided in Create Rental Lead.  

Report Url: String. URL to download the report. 

Credit Report Url: String. URL to download the credit report (if a credit inquiry was conducted for the lead). 

External Rental Lead's Lease Signed 

Requirements: 

Signed in user must  

To edit the user’s permissions, a manager must access the company’s access roles management’s page and then create or edit a role assigned to the user with the permission. 

Trigger description: 

When you subscribe to this trigger, you will be hooked to receive data from UpperBee regarding leases that are signed for rental leads with external ids (See Create Rental Lead).  

 
It is imperative that the rental lead is created with our Action Create Rental Lead with a provided external id; all other leases created will not send out data to your Zap. 

Lease data that will be sent out to your Zap: 

External Id: String. The external id you provided in Create Rental Lead.  

Unit Address: String. Full address of the lease. 

Address Line 1: String. Address line 1 of the lease’s address. 

Address Line 2: String. Address line 2 of the lease’s address. 

City: String. City of the lease’s address. 

State/Province: String. State or province of the lease’s address. 

Zip/Postal Code String. Zip or postal code of the lease’s address. 

Tenants: The tenants’ full names separated by semi-colons if there are multiple tenants for a single lease. 

Rent Amount: String. The amount of the rent with the taxes and additional fees applied. 

Lease StartDate Iso8601: Date. The lease’s start date in UTC formatted in Iso8601. 

Lease EndDate Iso8601: Date. The lease’s end date in UTC formatted in Iso8601. 

Status: String. The status of the lease. Value will be “Signed” for this trigger. 

External Rental Lead's Lease Ended 

Requirements: 

Signed in user must  

To edit the user’s permissions, a manager must access the company’s access roles management’s page and then create or edit a role assigned to the user with the permission. 

Trigger description: 

To edit the user’s permissions, a manager must access the company’s access roles management’s page and then create or edit a role assigned to the user with the permission. 

Trigger description: 

When you subscribe to this trigger, you will be hooked to receive data from UpperBee regarding existing leases for which the lease renewal status changes for rental leads with external ids (See Create Rental Lead).  

 
It is imperative that the rental lead is created with our Action Create Rental Lead with a provided external id; all other leases with changes to the lease renewal status will not send out data to your Zap. 

Lease data that will be sent out to your Zap: 

External Id: String. The external id you provided in Create Rental Lead.  

Unit Address: String. Full address of the lease. 

Address Line 1: String. Address line 1 of the lease’s address. 

Address Line 2: String. Address line 2 of the lease’s address. 

City: String. City of the lease’s address. 

State/Province: String. State or province of the lease’s address. 

Zip/Postal Code String. Zip or postal code of the lease’s address. 

Tenants: The tenants’ full names separated by semi-colons if there are multiple tenants for a single lease. 

Rent Amount: String. The amount of the rent with the taxes and additional fees applied. 

Lease StartDate Iso8601: Date. The lease’s start date in UTC formatted in Iso8601. 

Lease EndDate Iso8601: Date. The lease’s end date in UTC formatted in Iso8601. 

Status: String. The status of the lease renewal. Values can be “Accepted”, “Rejected”, “Canceled”, “InDispute” or “AutoRenewed”. 

External Identifier Field 

The External Identifier field allows you to associate a unique external reference with your rental leads. This identifier is particularly useful for integrating rental leads with external systems and tracking them across different platforms. The external identifier can be added while creating a rental lead or can be modified while editing one. When there is one it will be shown on the detail page inside the Contact information card. 

Key Features: 

Usage: When creating or editing a rental lead, you can provide an External Id that will be stored with the lead and displayed in the contact information section. This identifier is essential for Zapier integrations as it allows triggers to send data related to specific leads back to your external systems. 

Rental Inquiry Linking 

UpperBee now supports linking existing rental inquiries to rental leads, creating a seamless connection between prospect management and the inquiry process. 

Available Actions: 

Requirements for Linking: 

Automatic Linking: When linking a rental inquiry that is already associated with a lease, the lease will also be automatically linked to the rental lead, ensuring data consistency across all related records. 

Lease Linking 

The lease linking functionality enables property managers to connect rental leads with existing or new leases, providing complete visibility into the tenant lifecycle. 

Available Actions: 

Requirements for Linking: 

Data Protection: