Connect Upkeep and customertrax handle to Build Intelligent Automations
Enable Integrations or automations with these events of Upkeep and customertrax handle
Enable Integrations or automations with these events of Upkeep and customertrax handle
Actions
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.
List Custom Fields
List all custom fields.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Upkeep and customertrax handle accounts to viaSocket. Once connected, you can set up a workflow where an event in Upkeep triggers actions in customertrax handle (or vice versa).
Absolutely. You can customize how Upkeep data is recorded in customertrax handle. This includes choosing which data fields go into which fields of customertrax handle, setting up custom formats, and filtering out unwanted information.
The data sync between Upkeep and customertrax handle 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 Upkeep and customertrax handle. 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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About customertrax handle
Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes
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