UpKeep and Salesflare

Project Management onupkeep.com ↗

How to connect UpKeep

Via Zapier — 17 operations available. Set it up ↗

What you can automate

When new Purchase Order in UpKeep, create opportunity, then find or create contact in Salesflare.
When new Work Order in UpKeep, create opportunity, then find or create contact in Salesflare.

About UpKeep

UpKeep is a maintenance management application for facility management teams. Create work orders, prioritize requests, and collaborate with your team.

UpKeep operations on Zapier

Triggers (7)

Start a workflow when this happens

New Purchase Order — Triggers when a new purchase order is created.
New Request — Triggers when a new request is created.
New Work Order — Triggers when a new work order is created.
Purchase Order Status Change — Triggers when a status changes on a purchase order.
Request Approved — Triggers when a request is approved.

Show 2 more triggers

Work Order Category Change — Triggers when category changes on a work order.
Work Order Status Change — Triggers when a status changes on a work order.

Actions (5)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create Purchase Order — Creates new purchase order.
Create Request — Creates a new request.
Create Work Order — Creates new work order.
Update Purchase Order — Updates purchase order.