Connect Circle and Upkeep to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Circle
Choose an Action
Automatically do this!
Get All Users
List Users
List Locations
List Parts
List Assets
List Custom Fields
List Work Order Custom Fields
List Work Orders
List Meters
List WorkOrder Cost Categories
Create Work Order
Update Purchase Order
List Purchase Order
Enable Integrations or automations with these events of Circle and Upkeep
Enable Integrations or automations with these events of Circle and Upkeep
Actions
Get All Users
Get details of all existing users
List Users
List all users for your account.
List Locations
List All Locations
List Parts
List All Parts
List Assets
List All Assets.
List Custom Fields
List all custom fields.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Circle and Upkeep accounts to viaSocket. Once connected, you can set up a workflow where an event in Circle triggers actions in Upkeep (or vice versa).
Absolutely. You can customize how Circle data is recorded in Upkeep. This includes choosing which data fields go into which fields of Upkeep, setting up custom formats, and filtering out unwanted information.
The data sync between Circle and Upkeep typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Circle and Upkeep. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Circle
Circle is a community platform designed to bring together your audience, foster engagement, and build meaningful connections. It offers tools for creating and managing online communities, including discussion forums, member directories, and event management.
Learn MoreAbout Upkeep
Upkeep is a leading maintenance management software designed to streamline work orders, manage assets, and improve overall operational efficiency. Ideal for facilities, property, and asset management, Upkeep helps teams stay organized and productive.
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