Connect Upkeep and Wealthsimple to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Upkeep
Choose an Action
Automatically do this!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Upkeep and Wealthsimple
Enable Integrations or automations with these events of Upkeep and Wealthsimple
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.
Know More About Upkeep and Wealthsimple Integrations
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Frequently Asked Questions
To start, connect both your Upkeep and Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Upkeep triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Upkeep data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Upkeep and Wealthsimple 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 Wealthsimple. 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 Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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