--- title: "Connect Accredible Certificates and Upsales - APIANT.ai" description: "When \"New Credential Created\" fires in Accredible Certificates, your agent runs \"Add order\" in Upsales." canonical: "https://apiant.ai/connect/accredible-certificates-to-upsales" --- # Connect Accredible Certificates and Upsales When **New Credential Created** fires in [Accredible Certificates](https://apiant.ai/connections/accredible-certificates), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Add evidence item** in Accredible Certificates. Describe the whole flow and it is built, tested on every scenario and kept running. Accredible Certificates **2** triggers Accredible Certificates **19** actions Upsales **6** triggers Upsales **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Accredible Certificates and Upsales to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Accredible Certificates and Upsales can do together ### From Accredible Certificates to Upsales - When **New Credential Created** in Accredible Certificates then **Add order** in Upsales - When **New Credential Published** in Accredible Certificates then **Create Contact** in Upsales ### From Upsales to Accredible Certificates - When **New Activity** in Upsales then **Add evidence item** in Accredible Certificates - When **New Appointment** in Upsales then **Add department** in Accredible Certificates Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Accredible Certificates and Upsales ## Triggers and actions 8 triggers · 31 actions - Trigger **New Credential Created** Triggers when a new credential (certificate or badge) is created in your Accredible account. - Trigger **New Credential Published** Triggers when a credential (certificate or badge) is published in Accredible, optionally limited to one group or recipient. - Action **Add department** Creates a new department in your Accredible account, with its name, website, logo and branding images. - Action **Add design** Creates a new certificate or badge design in Accredible from encoded design content. - Action **Add evidence item** Adds an evidence item (a file, link, video, grade or transcript) to an existing credential so it is shown on the recipient's certificate or badge page. - Action **Add group** Creates a group in Accredible representing a course or achievement, which credentials can then be issued from. - Action **Add reference** Adds a reference (a testimonial from a teacher, manager, mentor or colleague) to an existing credential. - Action **Create Credential** Creates a credential (certificate or badge) for a recipient in one of your groups, optionally with evidence items and references. - Action **Create Evidence - Transcript** Adds a transcript to a credential as an evidence item, shown on the recipient's certificate or badge. - Action **Delete Credential** Deletes a credential (certificate or badge) from your Accredible account and returns the record that was removed. - Action **Delete group** Deletes a group (a course or achievement) from your Accredible account and returns the deleted group. - Action **Find Credentials** Returns the credentials that match the criteria you supply, such as recipient email, recipient name, group, or issue date range. - Action **Find designs** Returns the certificate and badge designs in your Accredible account, optionally narrowed by kind or meta data. - Action **Find Groups** Returns the groups (courses or achievements) whose name, course name, department, collection, metadata or last-updated date match the criteria you give. - Action **Generate credential PDF** Generates a PDF of a published credential and returns a link to download it. - Action **Get credential** Returns one credential by its id, including its recipient, group, custom attributes, evidence, references, skills and image links. - Action **Get group** Returns a group (a course or achievement) with its course details, design, collections, earning criteria and skills. - Action **List credentials** Returns every credential in your Accredible account, oldest first, optionally narrowed to one group, a publish state, a recipient or a date range. - Action **List groups** Returns every group (course or achievement) in your Accredible account, optionally narrowed by department, collection, name or last-updated date. - Action **Update Credential** Updates an existing credential's recipient details, course information, dates, custom attributes, evidence and references. Only the fields you fill in are changed. - Action **Update group** Updates an existing group (course or achievement) in Accredible, changing its name, course details, designs, expiry and skills settings. - Trigger **New Activity** Triggers when a new activity (to-do or phone call) is created in Upsales. - Trigger **New Appointment** Triggers when a new appointment is created in Upsales. - Trigger **New Company** Triggers when a new company is created in Upsales. - Trigger **New Contact** Triggers when a new contact is created in Upsales. - Trigger **New Opportunity** Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales. - Trigger **New Order** Triggers when a new order (a won deal at 100% probability) is created in Upsales. - Action **Add order** Creates an order in Upsales for a company, with its stage, owner and product rows. - Action **Add product** Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products. - Action **Create Contact** Creates a contact person in Upsales, linked to a company. - Action **Delete company** Deletes a company in Upsales. - Action **Delete contact** Deletes a contact in Upsales. - Action **Find a Company** Finds companies in Upsales by name and returns the matching companies. - Action **Find a Contact** Finds contacts in Upsales by email address or name. - Action **Find opportunities by criteria** Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact. - Action **Find orders by criteria** Finds won orders in Upsales matching a description, company, stage, owner or contact. - Action **Find products by criteria** Finds products in Upsales matching a name, article number, category or active status. - Action **Update opportunity** Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields. - Action **Update order** Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields. ## Each app on its own - [ **Accredible Certificates** Easily create and manage digital certificates & open badges for your events or courses.](https://apiant.ai/connections/accredible-certificates) - [ **Upsales** The revenue engine for fast-growing businesses. You need to move fast and sell more.](https://apiant.ai/connections/upsales) Reviews ## What our customers say ## More from Accredible Certificates - [ **Accredible Certificates to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/accredible-certificates-to-hubspot) - [ **Accredible Certificates to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/accredible-certificates-to-salesforce) - [ **Accredible Certificates to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/accredible-certificates-to-slack) - [ **Accredible Certificates to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/accredible-certificates-to-google-sheets) - [ **Accredible Certificates to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/accredible-certificates-to-gmail) - [ **Accredible Certificates to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/accredible-certificates-to-google-calendar) ## More into Upsales - [ **HubSpot to Upsales** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upsales) - [ **Salesforce to Upsales** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upsales) - [ **Slack to Upsales** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upsales) - [ **Google Sheets to Upsales** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-upsales) - [ **Gmail to Upsales** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upsales) - [ **Google Calendar to Upsales** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upsales) Questions ## Accredible Certificates and Upsales, answered ### ### What can start an automation from Accredible Certificates? Any of Accredible Certificates's 2 triggers in the catalog, including New Credential Created and New Credential Published. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Accredible Certificates? Any of Upsales's 12 actions, including Create Contact, Update opportunity, Update order and Add order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Upsales to Accredible Certificates? Yes. When something happens in Upsales, your agent can act in Accredible Certificates too. This page covers both directions: Upsales's triggers and Accredible Certificates's actions are listed here as well. ### ### Do I have to build a connector for Accredible Certificates or Upsales? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Accredible Certificates and Upsales without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.