Connect Formitize and UpKeep

Both apps 52Formitize 19UpKeep 33

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  On Create Job

  Triggers when a new job is created.

• Action
  Create Asset

  Creates an asset of an asset type.

• Action
  Create Client

  Creates a client with a billing name and optional primary contact and address.

• Action
  Create Job

  Creates a job and optionally assigns it to an agent.

• Action
  Delete Asset

  Deletes an asset.

• Action
  Delete Job

  Deletes a job.

• Action
  Get Asset

  Returns one asset.

• Action
  Get Client

  Returns one client with its contacts and locations.

• Action
  Get Submitted Form

  Returns one submitted form with its answers and attachments.

• Action
  List Assets

  Returns assets of one asset type.

• Action
  List Asset Types

  Returns the account's asset types and their columns.

• Action
  List Clients

  Returns a page of clients with their billing name, primary contact, address and status.

• Action
  List Form Templates

  Returns the account's form templates.

• Action
  List Jobs

  Returns jobs, optionally filtered by status or assigned agent.

• Action
  List Lookup Databases

  Returns the account's lookup databases.

• Action
  List Notifications

  Returns notifications, open or completed.

• Action
  List Submitted Forms

  Returns submitted forms, optionally filtered by form template, status, text or modified date.

• Action
  Update Client

  Updates a client's billing name, primary contact or address.

• 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.