Connect Leadrat and Upkeep to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadrat
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 Leadrat and Upkeep
Enable Integrations or automations with these events of Leadrat and Upkeep
Actions
Create Lead
Create a new lead in Leadrat including contact, property, schedule, and team details.
Get Leads
Get All Leads from LeadRAT
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
viaSocket Support
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Frequently Asked Questions
To start, connect both your Leadrat and Upkeep accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadrat triggers actions in Upkeep (or vice versa).
Absolutely. You can customize how Leadrat 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 Leadrat 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 Leadrat 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 Leadrat
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
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.
Learn More
