Connect Upkeep and MyCRM Sync to Build Intelligent Automations
Enable Integrations or automations with these events of Upkeep and MyCRM Sync
Enable Integrations or automations with these events of Upkeep and MyCRM Sync
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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Frequently Asked Questions
To start, connect both your Upkeep and MyCRM Sync accounts to viaSocket. Once connected, you can set up a workflow where an event in Upkeep triggers actions in MyCRM Sync (or vice versa).
Absolutely. You can customize how Upkeep data is recorded in MyCRM Sync. This includes choosing which data fields go into which fields of MyCRM Sync, setting up custom formats, and filtering out unwanted information.
The data sync between Upkeep and MyCRM Sync 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 MyCRM Sync. 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 MyCRM Sync
MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.
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