Available On: Business Plus
UpKeep + Zapier Integration
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.
Sign up for a Zapier account
Go to the Zapier website
Select the Sign Up for Free button or enter info in the form - or log into your existing Zapier account.
Setup and Configuration
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
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