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UpKeep + Xero + Filter by Zapier

Create purchase orders in Xero from new approved purchase orders in UpKeep

Streamline your procurement when it comes to maintenance. Embrace the modern, digital age of procurement. With this automation, approving purchase orders in UpKeep creates purchase orders in Xero.

Streamline your procurement when it comes to maintenance. Embrace the modern, digital age of procurement. With this automation, approving purchase orders in UpKeep creates purchase orders in Xero.

  1. When this happens...
    UpKeepUpKeep
    Purchase Order Status Change

    Triggers when a status changes on a purchase order.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    XeroXero
    Create Purchase Order

    Triggers when a new purchase order is created or enters a status for the first time.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • UpKeep triggers, actions, and search

    New Purchase Order

    Triggers when a new purchase order is created.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    New Work Order

    Triggers when a new work order is created.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Work Order Category Change

    Triggers when category changes on a work order.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Purchase Order Status Change

    Triggers when a status changes on a purchase order.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Work Order Status Change

    Triggers when a status changes on a work order.

    Trigger
    Instant
    Try It
    • TitleRequired

    • 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

    Action
    Write
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About UpKeep

UpKeep is a maintenance management application for facility management teams. Create work orders, prioritize requests, and collaborate with your team.
Learn more

Related categories

  • Project Management
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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories