Connect Microsoft Outlook and Upkeep to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact
New Email
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact
Trigger when new contact is created
New Email
Triggers when new email is created.
Do thisActions
Action is the task that follows automatically within your Microsoft Outlook integrations.
Create Contact
Creates a new contact.
Create Draft Email
Create a new draft email
Create Event
Create an event in specified calendar
Delete Event
Delete an existing event
Send Email
Send an email from your outlook account
Update Contact
Update an existing contact
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Step by step guides to integrate Microsoft Outlook and Upkeep
Frequently Asked Questions
To start, connect both your Microsoft Outlook and Upkeep accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in Upkeep (or vice versa).
Absolutely. You can customize how Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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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