Connect AMcards.com and Upsales

Both apps 45AMcards.com 20Upsales 25

• Trigger
  New Card

  Triggers when a new card is created in your AMcards account.

• Trigger
  New Contact

  Triggers when a contact is added to your AMcards address book.

• Trigger
  New Mailing

  Triggers when a new mailing is scheduled in your AMcards account.

• Action
  Cancel Editable Cards by Contact

  Cancels every still-editable card sent to the contact with your contact ID, crediting the cost back.

• Action
  Cancel Mailing

  Cancels a mailing and its unsent cards; unprocessed cards and gifts are refunded.

• Action
  Create Contact

  Creates a contact in your AMcards address book.

• Action
  Create Group

  Creates a contact group.

• Action
  Delete Contact

  Permanently deletes a contact.

• Action
  Delete Group

  Deletes a contact group.

• Action
  Find Contacts

  Searches your contacts by name or other text and returns the matches.

• Action
  Get Contact

  Returns one contact's name, address and email.

• Action
  Get Mailing

  Returns one mailing and whether it is complete (0) or processing (1).

• Action
  List Campaigns

  Lists your drip campaigns with their IDs.

• Action
  List Gifts

  Lists the gifts AMcards offers with their IDs and prices in cents.

• Action
  List Groups

  Lists your contact groups with their IDs.

• Action
  List Templates

  Lists your quick-send card templates with their IDs.

• Action
  Schedule a Drip Campaign

  Starts one of your AMcards drip campaigns for a recipient, scheduling its cards.

• Action
  Send a Card

  Mails a physical greeting card from one of your AMcards templates to a recipient, optionally with a message, photo or gift.

• Action
  Update Contact

  Updates a contact's details; only the fields you fill in change.

• Action
  Update Group

  Renames a contact group.

• 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 activity

  Creates an activity (such as a phone call or to-do) in Upsales.

• Action
  Add opportunity

  Creates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.

• 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 Appointment

  Creates an appointment in Upsales for a company, with its start and end time, participants and appointment type.

• Action
  Create Company

  Creates a new company (account) in Upsales, with optional phone, account manager and custom field values.

• 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 Appointment

  Updates an existing appointment in Upsales, changing only the details you fill in.

• Action
  Update Company

  Updates an existing company in Upsales, changing only the fields you fill in.

• Action
  Update Contact

  Updates an existing Upsales contact's name, contact details, title, notes, status, company and custom fields. Fields left blank are not changed.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.