UpKeep Nova now allows you to build custom applications that connect directly to outside software tools like your Calendar, Email inbox, or CRM. This means you can seamlessly pull external data sources into UpKeep or push real-time updates directly into other platforms without ever leaving your custom app.
Overview
Connected apps bridge the gap between UpKeep and your external software ecosystem. By integrating your tools with Nova, you can centralize your workflows, automate data entry across platforms, and empower your team with comprehensive, real-time insights.
Key Capabilities
Connected Apps in UpKeep Nova offer the following features:
Access External Data: View live data from calendars, CRM systems, or email mailboxes directly within your custom app.
Push Real-Time Updates: Submit updates or create records in outside software from your app without switching tabs.
Individual User Authentication: Maintain strict security by requiring each user to individually authenticate their own external accounts.
Centralized Connection Management: Easily manage and connect your personal tools directly from the Nova Chat interface.
Step-by-Step Guide
Integrate Nova with Your Organization's Software: Before users can build or run a connected app, an administrator must first integrate the target software platform (e.g., Salesforce, Gmail, Google Calendar) within your organization's main Supernova integrations panel.
Open the Nova Workspace: Click Nova in the left-hand navigation sidebar of UpKeep to access the Intelligence platform.
Navigate to Chat: Select the Chat page from the Nova menu.
Manage Your Tool Connections: Click the Connect your tools to Nova option displayed in the interaction panel.
Authorize Your Accounts: Authenticate each required software application individually. Follow the secure login prompts to grant Nova permission to connect to your personal accounts.
Run and Use Connected Apps: Once connected, open any app utilizing these integrations. Your app will now securely retrieve and update data using your authenticated session.
Best Practices
Ensure Admin Pre-setup: Always confirm with your workspace administrator that the organization-wide integration is active before attempting to connect your individual account.
Authenticate Individually: Ensure every member of your team who uses the app completes their individual account connection to avoid app-level access errors.
Leverage Direct Push Actions: Design your apps to push updates back to your CRM or Calendar immediately to keep external systems perfectly in sync.
Verify Permissions: Regularly review connected account permissions to ensure your external sessions remain active and secure.
Use Cases
Calendar Scheduling: View a technician's Google Calendar from inside a custom scheduling app to prevent double-booking maintenance windows.
Email Notifications: Automatically send custom email updates from your personal inbox when specific high-priority asset check-outs are registered in your app.
Frequently Asked Questions
Does every user need to connect their own account?
Yes. For individual connection types (like email or calendars), each user must connect their personal account. This ensures actions taken within the app are performed securely under that user's identity.
What integrations are supported for Connected Apps?
Connected Apps support any platform integrated with UpKeep Nova, including CRM tools, Gmail, Outlook, Google Calendar, and more. Admins can view available platforms in the Supernova workspace.
Where do I go to manage my tool connections?
You can manage and view your active connections at any time by clicking "Connect your tools to Nova" in the Chat page of the Nova workspace.
Is my external login data secure?
Yes. UpKeep uses industry-standard secure OAuth authentication protocols. Your login credentials are never shared with or stored directly by UpKeep.