Connect Instantly and UpKeep

Both apps 56Instantly 23UpKeep 33

• Trigger
  New Event

  Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.

• Action
  Activate campaign

  Starts a campaign, or resumes a paused one, and returns the updated campaign.

• Action
  Add campaign

  Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.

• Action
  Add lead list

  Creates a new lead list in Instantly for storing leads.

• Action
  Add Lead to Campaign

  Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.

• Action
  Add Tags to Campaigns

  Assigns one or more custom tags to one or more campaigns.

• Action
  Add to Blocklist

  Adds an email address or domain to the workspace's blocklist so it no longer receives emails.

• Action
  Create a New Tag

  Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.

• Action
  Delete blocklist entry

  Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.

• Action
  Delete lead

  Permanently deletes a lead from your Instantly workspace and returns the deleted lead.

• Action
  Find Lead

  Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.

• Action
  Get Blocklist Entry

  Returns a single block list entry (a blocked email address or domain) by its ID.

• Action
  Get campaign

  Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.

• Action
  Get lead

  Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.

• Action
  List campaigns

  Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.

• Action
  List lead lists

  Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.

• Action
  List leads

  Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.

• Action
  List Tag Mappings

  Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.

• Action
  Pause campaign

  Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.

• Action
  Remove Lead From Campaign

  Removes one or more leads from an Instantly campaign, deleting them from that campaign.

• Action
  Remove Tags From Campaigns

  Removes one or more custom tags from Instantly campaigns.

• Action
  Update lead

  Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.

• Action
  Update Lead Status

  Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.

• 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.