Connect Upkeep and Easybill to Build Intelligent Automations

Choose a Trigger

Upkeep

When this happens...

Choose an Action

Easybill

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

New Project Created

New Project Created

Triggered when a new Project is created in Easybill.

Project Deleted

Project Deleted

Triggered when an project is deleted in Easybill.

New Task Created

New Task Created

Triggered when a new Task is created in Easybill.

Task Updated

Task Updated

Triggered when a Task is updated in Easybill.

Do thisActions

Action is the task that follows automatically within your Upkeep integrations.

Get All Users

Get All Users

Get details of all existing users

List Users

List Users

List all users for your account.

List Locations

List Locations

List All Locations

List Parts

List Parts

List All Parts

List Assets

List Assets

List All Assets.

List Custom Fields

List Custom Fields

List all custom fields.

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Frequently Asked Questions

How do I start an integration between Upkeep and Easybill?

To start, connect both your Upkeep and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in Upkeep triggers actions in Easybill (or vice versa).

Can we customize how data from Upkeep is recorded in Easybill?

Absolutely. You can customize how Upkeep data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Upkeep and Easybill?

The data sync between Upkeep and Easybill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Upkeep to Easybill?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Upkeep and Easybill?

Yes, you can set conditional logic to control the flow of data between Upkeep and Easybill. 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.

Upkeep

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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Easybill

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

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