UpKeep + Zoho Books
Create estimates in Zoho Books from new purchase orders in UpKeep
Streamline your payments with maintenance. Embrace the modern age of procurement. With this automation, estimates are automatically created in Zoho Books from new purchase orders in UpKeep.
Streamline your payments with maintenance. Embrace the modern age of procurement. With this automation, estimates are automatically created in Zoho Books from new purchase orders in UpKeep.
- When this happens...New Purchase Order
Triggers when a new purchase order is created.
- automatically do this!Create Estimate
Creates a new estimate.
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New Purchase Order
Triggers when a new purchase order is created.
Try ItNew Work Order
Triggers when a new work order is created.
Try ItRequest Approved
Triggers when a request is approved.
Try ItWork Order Category Change
Triggers when category changes on a work order.
Try It
New Request
Triggers when a new request is created.
Try ItPurchase Order Status Change
Triggers when a status changes on a purchase order.
Try ItWork Order Status Change
Triggers when a status changes on a work order.
Try ItTitleRequired
Category
Due Date
Vendor
Description
Part ID
Part Quantity
Tax
Shipping Cost
Other Cost
Company Name
Company Slogan
Company Street
Company Zipcode
Company City
Company State
Company Phone
Company Fax
Shipping Name
Shipping Company
Shipping Street
Shipping City
Shipping State
Shipping Zipcode
Shipping Phone
Shipping Fax
Purchase Order Date
Requisitioner
Shipping Method
F.O.B. Shipping Point
Terms
Notes