--- title: "Connect Buttondown and Upsales - APIANT.ai" description: "When \"New Draft\" fires in Buttondown, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Create Email\" in Buttondown." canonical: "https://apiant.ai/connect/buttondown-to-upsales" --- # Connect Buttondown and Upsales When **New Draft** fires in [Buttondown](https://apiant.ai/connections/buttondown), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Create Email** in Buttondown. Describe the whole flow and it is built, tested on every scenario and kept running. Buttondown **4** triggers Buttondown **29** 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 Buttondown 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 Buttondown and Upsales can do together ### From Buttondown to Upsales - When **New Draft** in Buttondown then **Add order** in Upsales - When **New Scheduled Email** in Buttondown then **Create Contact** in Upsales ### From Upsales to Buttondown - When **New Activity** in Upsales then **Create Email** in Buttondown - When **New Appointment** in Upsales then **Update Email** in Buttondown 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 Buttondown and Upsales ## Triggers and actions 10 triggers · 41 actions - Trigger **New Draft** Triggers when a new draft is created. - Trigger **New Scheduled Email** Triggers when a new email is scheduled. - Trigger **Newsletters** Triggers when a new newsletter is created. - Trigger **New Tag** Triggers when a new tag is created. - Action **Add Segment** Create a new subscriber segment. - Action **Add Survey** Create a new survey. - Action **Create Draft** Creates a draft. - Action **Create Email** Creates an email. - Action **Create Subscriber** Creates a subscriber. - Action **Delete Automation** Delete an automation by id. - Action **Delete Email** Delete an email by id. - Action **Delete Newsletter** Delete a newsletter by id. - Action **Delete Segment** Delete a subscriber segment by id. - Action **Delete Subscriber** Remove a subscriber by id or email address. - Action **Delete Survey** Delete a survey by id. - Action **Delete Tag** Delete a tag by id. - Action **Find Tag** Finds a tag given its name. - Action **Get Automation** Retrieve a single automation by id. - Action **Get Email** Retrieve a single email by id. - Action **Get Newsletter** Retrieve a single newsletter by id. - Action **Get Segment** Retrieve a single subscriber segment by id. - Action **Get Survey** Retrieve a single survey by id. - Action **Get Tag** Retrieve a single tag by id. - Action **List Automations** List all automations configured on the account. - Action **List Segments** List all subscriber segments. - Action **List Surveys** List all surveys on the account. - Action **Publish Email** Publish a drafted email so it is sent and made public. - Action **Update Automation** Update an automation's configuration. - Action **Update Email** Update an existing email's content or metadata. - Action **Update Newsletter** Update a newsletter's settings. - Action **Update Segment** Update a subscriber segment's definition. - Action **Update Survey** Update a survey's configuration. - Action **Update Tag** Update a tag's name or metadata. - 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 - [ **Buttondown** Buttondown is an easy way to start and grow your newsletter.](https://apiant.ai/connections/buttondown) - [ **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 Buttondown - [ **Buttondown to HelloSalut** HelloSalut returns the word for "hello" in a visitor's own language.](https://apiant.ai/connect/buttondown-to-hellosalut) - [ **Buttondown to Zoho Campaigns** Zoho Campaigns lets you send email and social media campaigns to your subscribers.](https://apiant.ai/connect/buttondown-to-zoho-campaigns) - [ **Buttondown to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/buttondown-to-hubspot) - [ **Buttondown to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/buttondown-to-salesforce) - [ **Buttondown to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/buttondown-to-slack) - [ **Buttondown to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/buttondown-to-google-sheets) ## 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 ## Buttondown and Upsales, answered ### ### What can start an automation from Buttondown? Any of Buttondown's 4 triggers in the catalog, including New Draft, New Scheduled Email, New Tag and Newsletters. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Buttondown? 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 Buttondown? Yes. When something happens in Upsales, your agent can act in Buttondown too. This page covers both directions: Upsales's triggers and Buttondown's actions are listed here as well. ### ### Do I have to build a connector for Buttondown 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 Buttondown 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.