Connect Samsara and Upsales

Both apps 43Samsara 18Upsales 25

• Trigger
  New Document Submitted

  Triggers when a driver submits a new document in Samsara (documents created in the last 7 days are checked).

• Trigger
  New Route Added

  Triggers when a new route is added in Samsara (routes scheduled from 7 days ago to 30 days ahead are checked).

• Trigger
  New Route Job Completion

  Triggers on each new route stop event in Samsara (arrived, departed/completed, skipped, and other stop updates); the event name is in the operation field, so filter on it for completions.

• Action
  Create Address

  Creates an address in your Samsara organization's address book, with a circular geofence around it.

• Action
  Create Contact

  Creates a contact in your Samsara organization.

• Action
  Create Route

  Creates a route from a start address to an end address (both existing Samsara addresses), optionally assigned to a driver or vehicle.

• Action
  Delete route

  Deletes a dispatch route from your Samsara organization.

• Action
  Get document

  Returns a single driver document, including its type, status, driver, vehicle and submitted field values.

• Action
  Get vehicle

  Returns a single vehicle in your Samsara fleet, including its name, VIN, make, model, tags and external IDs.

• Action
  List addresses

  Returns the addresses (geofenced locations) in your Samsara address book, optionally filtered by tag or creation time.

• Action
  List assets

  Returns the assets (vehicles, trailers, equipment and other tracked assets) in your Samsara organization.

• Action
  List contacts

  Returns the contacts in your Samsara organization.

• Action
  List documents

  Returns driver documents submitted or updated in Samsara within a time range, optionally limited to one document type.

• Action
  List drivers

  Returns the drivers in your Samsara organization, optionally filtered by status, tags or update time.

• Action
  List routes

  Returns the routes scheduled within a time window, including their stops, driver and vehicle.

• Action
  List trailers

  Returns the trailers in your Samsara fleet, optionally filtered by tag.

• Action
  List vehicles

  Returns the vehicles in your Samsara fleet, optionally filtered by tag, attribute or creation/update time.

• Action
  Update route

  Updates an existing Samsara route's name, notes, assigned driver or assigned vehicle.

• Trigger
  New Activity

  Triggers when a new activity (to-do or phone call) is created in Upsales.

• Trigger
  New Appointment

  Triggers when a new appointment is created in Upsales.

• Trigger
  New Company

  Triggers when a new company is created in Upsales.

• Trigger
  New Contact

  Triggers when a new contact is created in Upsales.

• Trigger
  New Opportunity

  Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.

• Trigger
  New Order

  Triggers when a new order (a won deal at 100% probability) is created in Upsales.

• Action
  Add activity

  Creates an activity (such as a phone call or to-do) in Upsales.

• Action
  Add opportunity

  Creates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.

• Action
  Add order

  Creates an order in Upsales for a company, with its stage, owner and product rows.

• Action
  Add product

  Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.

• Action
  Create Appointment

  Creates an appointment in Upsales for a company, with its start and end time, participants and appointment type.

• Action
  Create Company

  Creates a new company (account) in Upsales, with optional phone, account manager and custom field values.

• Action
  Create Contact

  Creates a contact person in Upsales, linked to a company.

• Action
  Delete company

  Deletes a company in Upsales.

• Action
  Delete contact

  Deletes a contact in Upsales.

• Action
  Find a Company

  Finds companies in Upsales by name and returns the matching companies.

• Action
  Find a Contact

  Finds contacts in Upsales by email address or name.

• Action
  Find opportunities by criteria

  Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.

• Action
  Find orders by criteria

  Finds won orders in Upsales matching a description, company, stage, owner or contact.

• Action
  Find products by criteria

  Finds products in Upsales matching a name, article number, category or active status.

• Action
  Update Appointment

  Updates an existing appointment in Upsales, changing only the details you fill in.

• Action
  Update Company

  Updates an existing company in Upsales, changing only the fields you fill in.

• Action
  Update Contact

  Updates an existing Upsales contact's name, contact details, title, notes, status, company and custom fields. Fields left blank are not changed.

• Action
  Update opportunity

  Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.

• Action
  Update order

  Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.

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