What can Relevance AI agents do with UpKeep?

Relevance AI includes 16 pre-built UpKeep tool steps, such as Update Purchase Order, Find Vendor, Find User. Agents can also reach any other UpKeep endpoint with an authenticated API call.

How do I connect UpKeep to Relevance AI?

Open Integrations in Relevance AI, add UpKeep, and sign in to UpKeep to approve access.

Do I need to write code to use the UpKeep integration?

No. You connect the account once, then add a UpKeep tool step to a tool and give it to an agent.

UpKeep integration

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What your agents can do with UpKeep

16 pre-built UpKeep tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.

Actions (9)

Update Purchase Order

Update a Purchase Order.

Find Vendor

Finds vendors according to props configured, if no prop configured returns all vendors. Note: enterprise/business-plus plan access only.

Find User

Finds users according to props configured, if no prop configured returns all users.

Find Part

Finds parts according to props configured, if no prop configured returns all parts.

Find Location

Finds locations according to props configured, if no prop configured returns all locations.

Find Asset

Finds assets according to props configured, if no prop configured returns all assets.

Create Work Order

Create a Work Order.

Create Request

Create a Request.

Create Purchase Order

Create a Purchase Order.

Triggers (7)

New Purchase Order Status Change Event

Emit new event when a purchase order status is changed.

New Work Order Status Change Event

Emit new event when a work order status is changed.

New Request Approved Event

Emit new event when a request is approved.

New Work Order Event

Emit new event when a work order is created.

New Request Event

Emit new event when a request is created.

New Purchase Order Event

Emit new event when a purchase order is created.

New Custom Event

Emit new event when a configured event occurs.

Set up UpKeep in Relevance AI

Do this once. Every agent in your workspace can then use the connection.

Create a Relevance AI account

Connect your UpKeep account

In Relevance AI, open Integrations and add UpKeep. You will be sent to UpKeep to sign in and approve access, and the connection is stored against your workspace.