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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Documentation Area Response Created" from Permisso.

Add your action

An action happens after the trigger—such as "Create Purchase Order" in UpKeep.

You’re connected!

Zapier seamlessly connects Permisso and UpKeep, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Documentation Area Response Created
Triggers when a new response is created in a Documentation Area
Trigger
Instant
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New Model Extracted
Triggers when a new model is extracted.
Trigger
Instant
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New Request
Triggers when a new request is created.
Trigger
Instant
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Purchase Order Status Change
Triggers when a status changes on a purchase order.
Trigger
Instant
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Work Order Status Change
Triggers when a status changes on a work order.
Trigger
Instant
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- Title
  Required
- 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
- Detailed Description
- Title
  Required
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Location Name
  Required
Action
Search
- Email Id
  Required
Action
Search

New Document Extracted
Triggers when a new document is extracted.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
Request Approved
Triggers when a request is approved.
Trigger
Instant
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Work Order Category Change
Triggers when category changes on a work order.
Trigger
Instant
Try It
- Title
  Required
- Detailed Description
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write
- Id
  Required
- Status
Action
Write
- Asset Name
  Required
Action
Search
- Part Name
  Required
Action
Search
- Vendor Name
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Permisso and UpKeep to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Permisso to UpKeep integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Permisso

Permisso is a tool to collect and process documentation automatically.

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Related categories

Documents

About UpKeep

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

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