STEP 1
Connect ActiveCollab and UpKeep
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
ActiveCollab and UpKeep Integration
Build project management workflows between ActiveCollab and UpKeep on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about ActiveCollab and UpKeep
Detailed info you need to know about ActiveCollab and UpKeep integrations in WEXTL. Explore which modules apps support and how you connect them.
ActiveCollab
Project management for tasks, collaboration, and team workloads. [5]
How to connect ActiveCollab to UpKeep
Set up your ActiveCollab and UpKeep integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected ActiveCollab and UpKeep nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between ActiveCollab and UpKeep. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ActiveCollab and UpKeep work in WEXTL?
WEXTL exposes actions and triggers for ActiveCollab and UpKeep that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
ActiveCollab triggersUpKeep actions
ActiveCollab modules
- Archive a CompanyArchives a company, making it inactive and preserving its information for future reference or audit purposes.
- Archive a UserArchives a user in the system.
- Cancel an InvoiceCancels an existing invoice in the system.
- Create a CompanyCreates a new company record.
- Create a PaymentCreates a payment in the system.
- Create a ProjectCreates a new project in the specified service.
- Create a UserCreates a new user in the system.
- Create an InvoiceCreates an invoice in the system.
- Delete a PaymentDeletes a payment from the system.
- Delete a UserDeletes a user from the database.
- Delete an InvoiceDeletes a specific invoice from the service.
- Duplicate an InvoiceDuplicates an existing invoice within the system.
- Export an InvoiceExports an invoice in PDF format.
- Export Invoice ReportExports an invoice report to the specified format or location.
- Get a CompanyRetrieves details of a specific company.
- Get a ProjectRetrieves information about a specific project.
- Get a UserRetrieves a user from the service by user ID.
- Get an InvoiceRetrieves the details of a specific invoice from the service.
- Get Invoice Private NotesRetrieves private notes associated with a specific invoice.
- List Archived InvoicesRetrieves a list of archived invoices.
- List CompaniesRetrieves a list of all companies.
- List CompaniesRetrieves a list of companies from the service.
- List Company InvoicesRetrieves a list of invoices for a company.
- List InvoicesRetrieves a list of invoices from the service.
- List PaymentsRetrieves a list of payments.
- List ProjectsRetrieves a list of projects.
- List UsersRetrieves a list of all users.
- List UsersRetrieves a list of users from the service.
- Make an API CallMakes an arbitrary API call.
- Remove a Client from a ProjectRemoves a specified client from an existing project.
- Run Invoice ReportGenerates an invoice report based on the specified criteria.
- Send an InvoiceSends an invoice to a specified recipient.
- Trash a CompanyDeletes a company record from the database.
- Update a PaymentUpdates a payment with the specified details.
- Update a ProjectUpdates a project with new details or changes in the service.
- Update a UserUpdates a user's profile information.
- Update an InvoiceUpdates an invoice with new details or information.
- Watch CompaniesTriggers when a new company is added or an existing company is updated.
- Watch InvoicesTriggers when an invoice is created or updated.
- Watch PaymentsTriggers when a payment is made or updated.
- Watch ProjectsTriggers when a new project is created or updated.
- Watch UsersTriggers when a user event occurs.
UpKeep modules
- Add Location Access for a UserAdds location access for a specific user.
- Add User to a TeamAdds a user to a specified team.
- Assign a Team to a Work OrderAssigns a team to a work order in the system.
- Assign Additional Workers to a Work OrderAssigns additional workers to a specific work order.
- Assign User to an AssetAssigns a user to an asset specified in the system.
- Cancel a RequestCancels a specific request in the system.
- Create a CustomerCreates a new customer in the system.
- Create a FileCreates a file on the specified service or platform.
- Create a Purchase OrderCreates a purchase order in the system.
- Create a RequestCreates a new request in the system.
- Create a TeamCreates a new team within the service.
- Create a UserCreates a user in the system with the specified details.
- Create a VendorCreates a new vendor in the system.
- Create a Work OrderCreates a new work order in the system.
- Create an AssetCreates an asset in the system.
- Delete a Custom Field from a Purchase OrderDeletes a custom field from a specified purchase order.
- Delete a Purchase OrderDeletes a specific purchase order from the system.
- Delete a Specific RequestDeletes a specific request from the service.
- Delete a TeamDeletes a specific team based on the provided identifier.
- Delete a Work OrderDeletes a specific work order from the system.
- Delete an AssetDeletes a specific asset from the service.
- Get a Custom FieldRetrieves a custom field for a specific purchase order.
- Get a CustomerRetrieves information about a specific customer.
- Get a FileRetrieves a file by its ID.
- Get a Purchase OrderRetrieves a specific purchase order by its ID.
- Get a Specific AssetRetrieves a specific asset by its ID.
- Get a Specific RequestRetrieves detailed information for a specific request using its unique identifier.
- Get a Specific UserRetrieves the information of a specific user using their ID or other unique identifiers.
- Get a TeamRetrieves information about a specific team using its unique identifier.
- Get a VendorRetrieves details of a specific vendor by ID.
- Get a Work OrderRetrieves a specific work order based on the provided criteria.
- Get All TeamsRetrieves all teams from the service.
- Get CustomersRetrieves all customers from the service.
- Get Purchase OrdersRetrieves all purchase orders from the service.
- Get Users for a Specific TeamRetrieves all users for a specific team.
- List All UsersRetrieves a list of all users in the system.
- List AssetsRetrieves a list of all assets.
- List FilesLists all files available in the service.
- List RequestsRetrieves all requests from the service.
- List VendorsRetrieves all vendors from the service.
- List Work OrdersLists all work orders from the service.
- Make an API CallPerforms an arbitrary call to any API endpoint.
- Partially Fulfill a Purchase OrderPartially fulfills a purchase order with the available stock.
- Remove a User from a Specific TeamRemoves a user from a specific team.
- Remove Additional Workers from a Work OrderRemoves additional workers from a work order.
- Remove an Assigned Team from a Work OrderRemoves an assigned team from a work order.
- Update a Custom Field for a Purchase OrderUpdates a custom field for a specific purchase order.
- Update a CustomerUpdates a customer's details in the system.
- Update a Message for a Specific Purchase OrderUpdates a message for a specific purchase order.
- Update a Purchase OrderUpdates a specific purchase order in the service.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ActiveCollab and UpKeep integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ActiveCollab and UpKeep.
Connect your ActiveCollab and UpKeep accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when ActiveCollab's "Watch Companies" fires, WEXTL can "Add Location Access for a User" in UpKeep. ActiveCollab has 5 triggers (including Watch Companies, Watch Invoices, and Watch Payments); UpKeep has 56 actions (including Add Location Access for a User, Add User to a Team, and Assign a Team to a Work Order). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. ActiveCollab-to-UpKeep automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment ActiveCollab (or UpKeep) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your ActiveCollab + UpKeep automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the ActiveCollab and UpKeep integration.
- ActiveCollab and UpKeep integration source code, module specs and credentials implementation.
- Our ActiveCollab and UpKeep integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ActiveCollab and UpKeep — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- ActiveCollab integration information
- UpKeep integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library