Connect Alegra and UpKeep

Both apps 53Alegra 20UpKeep 33

• Trigger
  New Contact

  Triggers when a new contact is created in your Alegra account.

• Trigger
  New Estimate

  Triggers when a new quote (estimate) is created in your Alegra account.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created in your Alegra account.

• Trigger
  New Item

  Triggers when a new product or service is created in your Alegra account.

• Action
  Create Contact

  Creates a contact (client or provider) in your Alegra account. Returns the created contact.

• Action
  Create Contact in Colombia

  Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.

• Action
  Create Tax

  Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.

• Action
  Find Contact

  Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.

• Action
  Find Contact in Argentina

  Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.

• Action
  Find Contact in Chile

  Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.

• Action
  Find Contact in Colombia

  Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.

• Action
  Find Contact in Costa Rica

  Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Mexico

  Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.

• Action
  Find Contact in Panama

  Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Peru

  Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.

• Action
  Find Invoice

  Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.

• Action
  Find Item

  Searches the products and services in your Alegra account. Returns the matching items.

• Action
  Find Tax

  Finds a tax in your Alegra account by name. Returns the matching tax and its id.

• Action
  Update Contact

  Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.

• Action
  Update Contact in Colombia

  Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.

• Trigger
  New Purchase Order

  Triggers when a new purchase order is created.

• Trigger
  New Work Order

  Triggers when a new work order is created.

• Action
  Add Asset

  Create a new asset.

• Action
  Add Location

  Creates a new location in UpKeep.

• Action
  Add User

  Creates a new user in your UpKeep account.

• Action
  Add Vendor

  Create a new vendor.

• Action
  Create Purchase Order

  Creates a purchase order in UpKeep.

• Action
  Create Work Order

  Creates new work order.

• Action
  Delete Purchase Order

  Deletes a specific purchase order in UpKeep.

• Action
  Delete Work Order

  Deletes a specific work order in UpKeep.

• Action
  Find Asset

  Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results.

• Action
  Find Location

  Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates.

• Action
  Find Part

  Finds parts in UpKeep by name.

• Action
  Find Vendor

  Returns the vendors whose business name matches the one supplied, with the first match broken out.

• Action
  Get Asset

  Gets a specific UpKeep asset by its ID, including its custom field values.

• Action
  Get Location

  Gets a specific UpKeep location by its ID.

• Action
  Get Part

  Gets a specific part from the UpKeep inventory by its ID.

• Action
  Get Purchase Order

  Gets a specific purchase order by its ID.

• Action
  Get User

  Gets a specific UpKeep user by ID.

• Action
  Get Vendor

  Gets a specific vendor by its ID.

• Action
  Get Work Order

  Retrieve a single work order by ID.

• Action
  List Assets

  Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges.

• Action
  List Locations

  Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date.

• Action
  List Purchase Orders

  Lists purchase orders in the UpKeep account, optionally filtered by status.

• Action
  List Vendors

  List/page all vendors.

• Action
  List Work Orders

  List/page all work orders with filters.

• Action
  Update Asset

  Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed.

• Action
  Update Location

  Updates an existing location in UpKeep. Only the fields you fill in are changed.

• Action
  Update Part

  Updates an existing part in UpKeep. Only the fields you fill in are changed.

• Action
  Update Purchase Order

  Updates an existing purchase order in UpKeep. Only the fields you fill in are changed.

• Action
  Update User

  Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are.

• Action
  Update Vendor

  Update fields on an existing vendor.

• Action
  Update Work Order

  Update fields on an existing work order.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.