Integrations

Supercharge UpKeep with Relevance AI

UpKeep is a powerful tool for managing maintenance operations, asset tracking, and work order processing. By integrating with Relevance AI, you can leverage AI Agents to automate workflows and gain deeper insights into your maintenance data.

Give your AI Agents UpKeep Superpowers

UpKeep streamlines maintenance operations and asset management, while Relevance AI empowers these processes with advanced data analytics and AI-driven insights that can adapt and respond to your needs.

Predictive Orchestration

Analyzes historical data patterns to automatically schedule and prioritize maintenance activities before failures occur

Asset Performance Mastery

Continuously monitors equipment health metrics to identify potential issues and trigger preventive maintenance actions

Dynamic Resource Optimization

Automatically balances workload distribution based on real-time availability, skills, and task urgency

Tools

Equip AI Agents with the UpKeep Tools they need

Relevance AI integrates seamlessly with UpKeep to enhance your maintenance workflows through intelligent automation.

UpKeep - Find Asset
Searches and retrieves asset information from UpKeep based on specified criteria such as name, location, status, category, and assigned users. Useful for asset tracking and management.
UpKeep - Find Location
Locates and retrieves location data within UpKeep, allowing filtering by name and parent location hierarchy. Essential for facility management and asset organization.
UpKeep - Update Purchase Order
Modifies existing purchase orders in UpKeep with updated details including vendor information, parts, quantities, and custom fields. Helps maintain accurate procurement records.
UpKeep - Create Purchase Order
Generates new purchase orders in UpKeep with comprehensive details including vendor selection, parts ordering, and custom field support. Streamlines procurement processes.
UpKeep - Find Vendor
Searches for vendor information in UpKeep based on business name, enabling quick access to supplier details and management of vendor relationships.
UpKeep - Create Request
Initiates new maintenance or service requests in UpKeep with priority levels, location assignments, and team coordination capabilities. Facilitates work order management.
Name
UpKeep API Call
Description
Make an authorized request to a UpKeep API
Parameters
["OAuth authentication", "Multiple HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers support", "Request body configuration", "Response handling with status codes"]
Use Case
A maintenance manager automates work order updates by using the UpKeep API Call to sync status changes between their internal system and UpKeep, ensuring real-time visibility across platforms and eliminating manual data entry.

Security & Reliability

The UpKeep and Relevance AI integration utilizes a robust API interface to streamline maintenance operations, asset tracking, and work order processing. This integration automates maintenance workflows, allowing you to manage assets and inventory programmatically while leveraging Relevance AI's advanced data processing capabilities.

With secure OAuth authentication, only authorized workflows can access your UpKeep data. Relevance AI manages API operations (like creating work orders, finding assets, and processing purchase orders) in the background, alleviating concerns about errors, formatting, or limits.

Built-in validation ensures that your workflows run smoothly, even when data formats vary, while custom workflow automation enhances efficiency and reporting capabilities.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the UpKeep + Relevance AI integration without writing code:
  • Start with a clear UpKeep setup: Ensure your asset categories and work order types are well-defined for better data management.
  • Utilize pre-built workflows: Leverage Relevance AI's templates for automating work order creation and asset tracking to streamline your processes.
  • Connect securely: Double-check your OAuth credentials and permissions to ensure proper access to your UpKeep account.
  • Test integrations thoroughly: Validate your API calls with test data before deploying them in a live environment to minimize errors.
  • Monitor API usage: Keep an eye on rate limits and implement caching strategies to optimize performance and avoid throttling.