Upgrade.chat

Upgrade.chat

Supercharge your Discord or Telegram communities with subscription payments and membership tools.

Upgrade.chat currently provides 3 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

CRM3 triggers6 actions

Triggers

(3)

New Lead

Triggers when a new lead is created

New Payment

Triggers when a new payment is created

New Subscription

triggers when a new subscription is created

Actions

(6)

Add or Update Contact

Creates a new contact.

Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Add or Update Subscription

Creates a new subscription.

Create Invoice

Creates a new invoice in the CRM.

Create Product

Creates a new product in the CRM

Get Contact Details

Get Contact Details

What can you automate with Upgrade.chat and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Upgrade.chat activity into Coherence

Start from a supported Upgrade.chat event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

New Lead

Finishes with

Create or update a Coherence record

Act in Upgrade.chat from a Coherence workflow

Use a change in Coherence to run a supported Upgrade.chat action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Add or Update Contact

Connect Upgrade.chat to the wider customer workflow

Combine Upgrade.chat with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with

New Lead

Finishes with

Add or Update Contact, then preserve the outcome in Coherence

How to connect Upgrade.chat

The exact authentication fields depend on Upgrade.chat. The workflow structure stays straightforward:

1

Connect the account

Authorize the Upgrade.chat account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Upgrade.chat integration questions

What can I automate with the Upgrade.chat integration?

Upgrade.chat currently provides 3 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Upgrade.chat triggers and actions are available?

Upgrade.chat currently lists 3 triggers and 6 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Upgrade.chat connect to other apps through Coherence?

Yes. A workflow can combine supported Upgrade.chat triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Upgrade.chat?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Upgrade.chat?

Start automating in minutes. No credit card required.