Connect telecrm and Upkeep to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
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
Ready to use telecrm and Upkeep automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Get All Users
Get details of all existing users
List Users
List all users for your account.
List Locations
List All Locations
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Frequently Asked Questions
To start, connect both your telecrm and Upkeep accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Upkeep (or vice versa).
Absolutely. You can customize how telecrm 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 telecrm 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 telecrm 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 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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