Connect Upkeep and SAM.ai to Build Intelligent Automations

Choose a Trigger

Upkeep

When this happens...

Choose an Action

SAM.ai

Automatically do this!

Enable Integrations or automations with these events of Upkeep and SAM.ai

Enable Integrations or automations with these events of Upkeep and SAM.ai

Actions

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 SAM.ai?

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

Can we customize how data from Upkeep is recorded in SAM.ai?

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

How often does the data sync between Upkeep and SAM.ai?

The data sync between Upkeep and SAM.ai 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 SAM.ai?

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 SAM.ai?

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

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

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