Connect UpKeep and Zoho FSM

Both apps 49UpKeep 33Zoho FSM 16

• 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.

• Trigger
  New Module Entry

  Triggers when a new record is created in the chosen Zoho FSM module, such as a work order, request or contact.

• Trigger
  New/Updated Module Entry

  Triggers when a record in the chosen Zoho FSM module is created or updated.

• Trigger
  Updated Module Entry

  Triggers when an existing record in the chosen Zoho FSM module is changed.

• Action
  Add asset

  Creates a new asset in Zoho FSM, optionally linked to a part, contact and company.

• Action
  Add company

  Creates a new company record in Zoho FSM.

• Action
  Add contact

  Creates a new contact in Zoho FSM and returns its id.

• Action
  Add estimate

  Creates a new estimate in Zoho FSM for a contact and company, with optional service and part line items.

• Action
  Add note

  Adds a note to a request, estimate, work order, service appointment, contact or asset record.

• Action
  Add request

  Creates a new service request in Zoho FSM for a contact or company.

• Action
  Add service appointment

  Creates a service appointment for line items of an existing work order in Zoho FSM, scheduled for the given start and end time.

• Action
  Add work order

  Creates a new work order in Zoho FSM with its service line items, customer and addresses.

• Action
  Create Module Entry

  Creates a new record in any Zoho FSM module (Companies, Contacts, Assets, Requests, Work Orders and more) from the field values you supply.

• Action
  Find Module Entry

  Finds records in a Zoho FSM module (such as Contacts, Companies or Work Orders) whose chosen field matches a search value.

• Action
  Get Related Records

  Returns the records related to a Zoho FSM record, such as the notes, work orders or service appointments linked to a contact.

• Action
  Update Module Entry

  Updates an existing record in a Zoho FSM module, such as a company, contact, asset, request or work order, with the field values you supply.

• Action
  Update work order

  Updates an existing work order in Zoho FSM, such as its summary, contact, company, addresses or service line items.

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