Connect Upkeep and KarmaCRM
Integrate Upkeep with KarmaCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Work Orders from Upkeep when New Contact Created in KarmaCRM
Get All Users in Upkeep when New Contact Created in KarmaCRM
List Purchase Order from Upkeep when New Contact Created in KarmaCRM
List Parts from UpKeep when New Contact Created in KarmaCRM
List Purchase Order from Upkeep when Company Created in Karmacrm
Popular Upkeep + KarmaCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Upkeep
When this happens...
- Request a new Trigger for Upkeep
Choose an action
KarmaCRM
Automatically do this!
List All Companies
List All Contacts
Create Company
Create Contact
Create Deal
Find Company
Find Contact
List All Activities
List All Calendars
List All Deals
List All Histories
List Work Orders from Upkeep when New Contact Created in KarmaCRM
Use this flowGet All Users in Upkeep when New Contact Created in KarmaCRM
Use this flowList Purchase Order from Upkeep when New Contact Created in KarmaCRM
Use this flowList Parts from UpKeep when New Contact Created in KarmaCRM
Use this flowList Purchase Order from Upkeep when Company Created in Karmacrm
Use this flowList Work Order Custom Fields from UpKeep when New Deal Created in KarmaCRM
Use this flowUpdate Purchase Order in Upkeep when Company Created in Karmacrm
Use this flowList Assets from Upkeep when Contact Updated in KarmaCRM
Use this flowList Users in Upkeep when Company Created in Karmacrm
Use this flowList Parts from UpKeep when Contact Updated in KarmaCRM
Use this flowSupported Triggers & Actions
Everything you can automate between Upkeep and KarmaCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your Upkeep integrations.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upkeep and KarmaCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Upkeep and KarmaCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach KarmaCRM. No coding required.
Yes. You can set up a workflow where Upkeep triggers actions in KarmaCRM, and a separate workflow where KarmaCRM triggers actions in Upkeep. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Upkeep and KarmaCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upkeep and KarmaCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
