[ Sales and CRM ]

Upgrade.chat integration for your workflows.

Connect Upgrade.chat to Collabase once and use 6 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.

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Sign-inCustom credentials

CategorySales and CRM

UpdatedAugust 2026

LicenceOpen source (MIT)

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Upgrade.chat in Collabase

Connect Upgrade.chat to Collabase once and use 6 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.

[ About the service ]

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

How to connect it

Open the integrations in the workspace settings.
Choose Upgrade.chat and connect your account.
Add a trigger or an action to the workflow.

Visit the following website: https://crm.upgrade.chat/ or the beta website: https://betacrm.upgrade.chat/
Once on the website, locate and click on the admin to obtain your Upgrade.chat API Key.

Upgrade.chat triggers

Name	Description	Fields
New LeadInstant via webhook	Triggers when a new lead is created	0
New PaymentInstant via webhook	Triggers when a new payment is created	0
New SubscriptionInstant via webhook	triggers when a new subscription is created	0

Upgrade.chat actions

Name	Description	Fields
Add or Update Contact	Creates a new contact.	Contact Type Match Existing Contact Contact ID Full Name Prefix First Name + 39 Middle Name Last Name Nick Name Suffix Gender Date of Birth Bank Code SSN Company Name Job Title Industry Work Email Personal Email Other email Work Phone Home Phone Mobile Phone Website LinkedIn Photo URL Street Address 2 City State Name State Code Zip Code Country Name Country Code Content Profile Summary notes Follow Up Date Assigned User Deal Amount Source Code Channel Code Affiliate Code Referer URL Entry URL
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 Type + 160 Create User Send Welcome Email User Password Prefix First Name Middle Name Last Name 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 LinkedIn 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
Add or Update Subscription	Creates a new subscription.	Contact ID Product ID External Contact ID Product Code Payment Period Type Is it Recurring Billing
Create Invoice	Creates a new invoice in the CRM.	Contact ID External Contact ID Status Invoice No. Date of the Invoice Due Date of the Invoice + 45 Currency Id Grand Total Discount Total Shipping Total Tax Total Billing Company First Name Last Name Phone Email Country Id State Id State Name City Zip Billing Address 1 Billing Address 2 Shipping Company First Name Last Name Phone Email Country Id State Id State Name City Zip Shipping Address 1 Shipping Address 2 Invoice Note Invoice Description Quantity Rate Total Item Price Commissionable Amount Unit Id Product Code Description Sort Order Transaction Date Transaction Description Amount Gateway Name Gateway Transaction Id Historical Data
Create Product	Creates a new product in the CRM	Product Type Product Name SKU Description Description HTML Logo Url + 12 Group Name Price Currency Id Unit Payment Cycle Subscription fee No of cycles Signup fee Custom Period Type Custom No of Period Custom No of Period Grace Period Count
Get Contact Details	Get Contact Details	Contact Id Contact Xref Affiliate Code User Id User Email

[ Sales and CRM ]

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Questions about Upgrade.chat

What can I automate with Upgrade.chat in Collabase?

Upgrade.chat brings 6 actions and 3 triggers, for example Add or Update Contact, Add or Update Contact (Extended), Add or Update Subscription, Create Invoice and 2 more. You combine them in a workflow without code and mix them with every other integration.

How do I connect Upgrade.chat to Collabase?

You open the integrations in the workspace settings, choose Upgrade.chat and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.

Can Upgrade.chat start a workflow?

Yes. Upgrade.chat provides 3 triggers, for example New Lead, New Payment and New Subscription. The workflow runs as soon as the event happens.

Does the Upgrade.chat integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

Test it against your own content. A proof of concept is ready within days.

We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.

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