Connect Document360 and Upkeep to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
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 Document360 and Upkeep
Enable Integrations or automations with these events of Document360 and Upkeep
Actions
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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
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Frequently Asked Questions
To start, connect both your Document360 and Upkeep accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Upkeep (or vice versa).
Absolutely. You can customize how Document360 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 Document360 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 Document360 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 Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
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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