Connect Docsumo and Upkeep to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
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 Docsumo and Upkeep
Enable Integrations or automations with these events of Docsumo and Upkeep
Actions
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
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.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Docsumo and Upkeep accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in Upkeep (or vice versa).
Absolutely. You can customize how Docsumo 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 Docsumo 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 Docsumo 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 Docsumo
Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.
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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