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Unify Integrations
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UpKeep

UpKeep

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3 mins READ

UpKeep is a cloud-based maintenance and asset management software built for operational teams to streamline work orders, manage assets, and track inventory. It improves equipment reliability and maintenance efficiency.

Integrating UpKeep automates maintenance workflows and provides real-time visibility into operations across teams.

Authentication

Before you begin, make sure you have the following information:

  • Connection Name: Select a descriptive name for your connection, like "MyAppUpKeepIntegration". This helps in easily identifying the connection within your application or integration settings.

  • Authentication Type: UpKeep uses a session token for authentication.

Session token Based Authentication

  •  You can generate this token by sending a POST request to UpKeep's authentication API with your email and password. 

  • The session token must be included in all API requests. 

  • Keep this token confidential, as it grants access to your UpKeep account and services.

Actions

Actions

Description

Create purchase order

Creates a purchase order in UpKeep

Create request

Creates a request in UpKeep

Create work order

Creates a work order in UpKeep

Find asset

Find one or more assets in UpKeep

Find location

Find one or more locations in UpKeep

Find part

Find one or more parts in UpKeep

Find user

Find one or more users in the user's company in UpKeep

Find vendor

Find one or more vendors in UpKeep

Update purchase order

Updates a purchase order in UpKeep

Triggers

Triggers

Description

On new purchase order creation

Triggers when a new purchase order is created in UpKeep

On new request creation

Triggers when a new request is created in UpKeep

On new work order creation

Triggers when a new work order is created in UpKeep

On purchase order status change

Triggers when a purchase order status changes in UpKeep

On request approve

Triggers when a request is approved in UpKeep

On work order category change

Triggers when a work order category changes in UpKeep

On work order status change

Triggers when a work order status changes in UpKeep