--- title: "Connect Booqable and UpKeep - APIANT.ai" description: "When \"Completed Payment\" fires in Booqable, your agent runs \"Create Purchase Order\" in UpKeep." canonical: "https://apiant.ai/connect/booqable-to-upkeep" --- # Connect Booqable and UpKeep When **Completed Payment** fires in [Booqable](https://apiant.ai/connections/booqable), your agent runs **Create Purchase Order** in [UpKeep](https://apiant.ai/connections/upkeep), or **New Purchase Order** in UpKeep to **Create Order** in Booqable. Describe the whole flow and it is built, tested on every scenario and kept running. Booqable **8** triggers Booqable **15** actions UpKeep **2** triggers UpKeep **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Booqable and UpKeep to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Booqable and UpKeep can do together ### From Booqable to UpKeep - When **Completed Payment** in Booqable then **Create Purchase Order** in UpKeep - When **New Customer** in Booqable then **Create Work Order** in UpKeep ### From UpKeep to Booqable - When **New Purchase Order** in UpKeep then **Create Order** in Booqable - When **New Work Order** in UpKeep then **Find Order - By ID** in Booqable Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Booqable and UpKeep ## Triggers and actions 10 triggers · 46 actions - Trigger **Completed Payment** Triggers when a payment is completed. - Trigger **Finalize Invoice** Triggers when an invoice is finalized. - Trigger **New Customer** Triggers when a new customer is added. - Trigger **New Product** Fires when a new product is created in the catalog. - Trigger **Reserved Order** Triggers when an order is reserved. - Trigger **Started Order** Triggers when an order is started. - Trigger **Stopped Order** Triggers when an order is stopped. - Trigger **Updated Order** Triggers when an order is updated. - Action **Create Coupon** Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items. - Action **Create Customer** Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields. - Action **Create Order** Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields. - Action **Find Customer - By ID** Returns one Booqable customer by its id, including the account's own customer custom fields. - Action **Find Customer - By Name or Email** Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both. - Action **Find Order - By ID** Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields. - Action **Find Product - By ID** Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields. - Action **List Customers** Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values. - Action **List Documents** Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer. - Action **List Locations** Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled. - Action **List Orders** Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer. - Action **List Payments** Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer. - Action **List Products** Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group. - Action **List Stock Items** Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location. - Action **Update Customer** Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields. - 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. ## Each app on its own - [ **Booqable** Booqable is cloud-based rental software to manage your business and accept online bookings.](https://apiant.ai/connections/booqable) - [ **UpKeep** UpKeep is a maintenance management application for facility management teams.](https://apiant.ai/connections/upkeep) Reviews ## What our customers say ## More from Booqable - [ **Booqable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/booqable-to-slack) - [ **Booqable to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/booqable-to-pipedrive) - [ **Booqable to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/booqable-to-erpnext) - [ **Booqable to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/booqable-to-ip-api) - [ **Booqable to Stytch** User infrastructure for modern applications](https://apiant.ai/connect/booqable-to-stytch) - [ **Booqable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/booqable-to-hubspot) ## More into UpKeep - [ **HubSpot to UpKeep** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upkeep) - [ **Salesforce to UpKeep** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upkeep) - [ **Slack to UpKeep** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upkeep) - [ **Google Sheets to UpKeep** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-upkeep) - [ **Gmail to UpKeep** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upkeep) - [ **Google Calendar to UpKeep** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upkeep) Questions ## Booqable and UpKeep, answered ### ### What can start an automation from Booqable? Any of Booqable's 8 triggers in the catalog, including Completed Payment, New Customer, New Product and Updated Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in UpKeep when something happens in Booqable? Any of UpKeep's 31 actions, including Create Purchase Order, Create Work Order, Update Asset and Update Location. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from UpKeep to Booqable? Yes. When something happens in UpKeep, your agent can act in Booqable too. This page covers both directions: UpKeep's triggers and Booqable's actions are listed here as well. ### ### Do I have to build a connector for Booqable or UpKeep? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Booqable and UpKeep without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.