Available On: Business Plus

https://zapier.com/zapbook/upkeep/

This plugin integrates UpKeep with 500+ third party web services via the Zapier web automation service

Requirements

This plugin has the following requirements

-UpKeep Maintenance Management Account – Free trial or paid

-Zapier account

Note: Zapier accounts have free and paid plans – see the Zapier Pricing page for more info.

UpKeep and Zapier work together using Triggers and Actions: 

Managed in Zapier, zaps receive your data from UpKeep and send it on to another service Zaps and Zapier Actions need to go together in pairs – create multiple pairs to integrate with multiple services.

Step 1: Configuring a Zap

Here is a quick overview on configuring a Zap:

Start a Zap: Use your Zapier account to create a new Zap, and connect your UpKeep Account

Set Up a Trigger or Action: Use Zapier to create triggers or actions into different services with UpKeep

Finalize your Zap: Finish configuring your trigger, action, (optional) filters and data. Test using the sample data, then activate your Zap.

From your Zapier Dashboard, set up a new Zap:

Set Trigger: Click the Create a new Zap button. In the Trigger Service dropdown, choose UpKeep, and choose a trigger using the additional dropdown – for example, Work Order Status Change

Next, connect your UpKeep account by pressing the connect a new account button. You can also test this connection in the next step as well.

Go to 

https://app.onupkeep.com/#/app/tasks

Change the status of one of your work orders so that Zapier is notified. Go back to Zapier and you should see a success message!

Set Action: In the Action Service dropdown, choose a service to send your UpKeep data to. In the Action dropdown, choose your desired action and click Continue.

Leave your Zapier Dashboard open, you’ll come back to it shortly.

Step 2: Finalize Your Zap

Back on your new Zap screen:

Continue: Click the big orange I’ve followed the instructions, Continue button.

Configure your Action: Configure what happens in service you are sending to. Follow the on screen instructions, and when you have finished click Continue.

Filters: Create an optional Filter if you want to fine tune when your Zap fires.See information on Filters below.

Configure Data: You have specified where your data goes and when, now you need to specify which UpKeep data gets sent and where.

Test: Try out your Zap using the sample/test data shown next to your fields. When you have finished this step, click Continue.

Name Your Zap: Give your Zap a name. You may find it easiest to use the same Title/Name given to the corresponding Feed.

Make it Live: Click the Make Zap Live button.

When your UpKeep trigger fires, data will be sent to your Zap to be processed.

Triggers

This extension comes with the following Triggers:

 Work Order Status Change

Triggers when a status changes on a work order. A work order can change status from any of the following statuses: requested, open, on hold, in progress, closed. This trigger is called when there is a change in any one of these different statuses. 

New Work Order

Triggers when a new work order is created. A work order can be created from the web application or any of the mobile applications. Note: This trigger is not created when a new request is generated – see the next trigger

New Request

Triggers when a new request is created. A new request can be generated from the mobile applications, the web application, the email notification, or through the web portal.

Actions

This extension comes with the following Actions:

Create Request

Creates a new request. Use this action if you want another web service to generate a new request in your Upkeep account

Create Work Order

Creates new work order. Use this action if you want another web service to generate a new work order in your Upkeep account