Connect UpKeep to Lumin

Both apps 55UpKeep 33Lumin 22

• 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.

• Action
  Add agreement

  Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields.

• Action
  Add space

  Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it.

• Action
  Cancel signature request

  Cancels a pending signature request so its signers can no longer sign it.

• Action
  Compress document

  Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file.

• Action
  Generate document from template

  Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link.

• Action
  Get agreement file

  Returns a temporary download link for an AgreementGen document's PDF file.

• Action
  Get signature request

  Returns a signature request's details, including its title, status, expiry, signing type and each signer's status.

• Action
  Get signature request file

  Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF.

• Action
  Get signing link

  Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal.

• Action
  Get template

  Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables.

• Action
  List spaces

  Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count.

• Action
  List templates

  Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace.

• Action
  List workspace members

  Returns the members of your Lumin workspace, with each member's email, name, role and join date.

• Action
  Merge documents

  Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link.

• Action
  Send reminder emails

  Sends reminder emails to selected signers of a signature request who still need to sign.

• Action
  Send signature request

  Creates a signature request for a document (by file URL) and emails it to the signers you list.

• Action
  Send signature request from template

  Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables.

• Action
  Split document

  Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files).

• Action
  Summarize document

  Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL.

• Action
  Translate document

  Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file.

• Action
  Update signature request

  Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request.

• Action
  Upload File

  Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document.

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