Integrate the UpKeep API with the Salesforce API

UpKeep

The #1 Software for Maintenance and Facility Management Teams. UpKeep is the top-rated software designed to revolutionize maintenance and asset management. We provide mobile-first SaaS solutions, Industrial IoT sensors, powerful data analytics, advanced enterprise integrations, and top-notch professional services.

Setup the UpKeep API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate UpKeep and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect UpKeep with Salesforce#

Add Contact to Campaign with Salesforce API on New Custom Event from UpKeep API

UpKeep + Salesforce

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Add Contact to Campaign with Salesforce API on New Purchase Order Event from UpKeep API

UpKeep + Salesforce

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Add Contact to Campaign with Salesforce API on New Purchase Order Status Change Event from UpKeep API

UpKeep + Salesforce

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Add Contact to Campaign with Salesforce API on New Request Approved Event from UpKeep API

UpKeep + Salesforce

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Add Contact to Campaign with Salesforce API on New Request Event from UpKeep API

UpKeep + Salesforce

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Popular UpKeep and Salesforce Triggers#

New Custom Event from the UpKeep API

Emit new event when a configured event occurs.

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New Purchase Order Event from the UpKeep API

Emit new event when a purchase order is created.

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New Purchase Order Status Change Event from the UpKeep API

Emit new event when a purchase order status is changed.

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New Request Approved Event from the UpKeep API

Emit new event when a request is approved.

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New Request Event from the UpKeep API

Emit new event when a request is created.

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Popular UpKeep and Salesforce Actions#

Create Purchase Order with the UpKeep API

Create a Purchase Order, See the docs

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create Request with the UpKeep API

Create a Request, See the docs

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Create Work Order with the UpKeep API

Create a Work Order, See the docs

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Overview of UpKeep#

The UpKeep API enables users to seamlessly integrate maintenance management tasks with Pipedream's serverless execution platform. By leveraging UpKeep's endpoints, you can automate workflows related to asset tracking, work order management, and preventive maintenance scheduling. The API's capabilities allow for real-time updates on equipment status, automated notifications for maintenance tasks, and data synchronization across maintenance teams and tools.

Connect UpKeep#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    upkeep: {
      type: "app",
      app: "upkeep",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.onupkeep.com/api/v2/users/`,
      headers: {
        "Session-Token": `${this.upkeep.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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