Connect Upkeep and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Upkeep
Choose an Action
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
Ready to use Upkeep and Template To automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when a new template is created in TemplateTo.
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.
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Frequently Asked Questions
To start, connect both your Upkeep and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Upkeep triggers actions in Template To (or vice versa).
Absolutely. You can customize how Upkeep data is recorded in Template To. This includes choosing which data fields go into which fields of Template To, setting up custom formats, and filtering out unwanted information.
The data sync between Upkeep and Template To 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 Template To. 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.
Learn MoreAbout Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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