--- title: "Connect Checkvist and Upsales - APIANT.ai" description: "When \"New List\" fires in Checkvist, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Create Task Note\" in Checkvist." canonical: "https://apiant.ai/connect/checkvist-to-upsales" --- # Connect Checkvist and Upsales When **New List** fires in [Checkvist](https://apiant.ai/connections/checkvist), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Create Task Note** in Checkvist. Describe the whole flow and it is built, tested on every scenario and kept running. Checkvist **2** triggers Checkvist **15** 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 Checkvist 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 Checkvist and Upsales can do together ### From Checkvist to Upsales - When **New List** in Checkvist then **Add order** in Upsales - When **New List Item** in Checkvist then **Create Contact** in Upsales ### From Upsales to Checkvist - When **New Activity** in Upsales then **Create Task Note** in Checkvist - When **New Appointment** in Upsales then **Close Task** in Checkvist 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 Checkvist and Upsales ## Triggers and actions 8 triggers · 27 actions - Trigger **New List** Triggered when a new checklist is created in Checkvist. - Trigger **New List Item** Triggered when a new item is added to the chosen Checkvist checklist. - Action **Close Task** Marks a task in a Checkvist checklist as closed (done) and returns the updated task. - Action **Create List Item** Adds a new item (task) to a Checkvist checklist and returns the created item. - Action **Create New List** Creates a new Checkvist checklist and returns it. - Action **Create Several List Items** Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items. - Action **Create Task Note** Adds a note (comment) to a task in a Checkvist checklist and returns the new note. - Action **Delete Checklist** Deletes a Checkvist checklist and returns the deleted list. - Action **Delete List Item** Deletes an item (task) from a Checkvist checklist and returns the deleted item. - Action **Get Checklist** Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts. - Action **Get List Item** Returns a single item (task) from a Checkvist checklist, optionally with its notes. - Action **List Checklists** Returns the Checkvist checklists the connected account can see. - Action **List List Items** Returns the items (tasks) in a Checkvist checklist. - Action **List Task Notes** Returns the notes (comments) on a task in a Checkvist checklist. - Action **Reopen Task** Reopens a closed task in a Checkvist checklist and returns the updated task. - Action **Update Checklist** Updates a Checkvist checklist's name or sharing setting and returns the updated list. - Action **Update List Item** Updates an item (task) in a Checkvist checklist and returns the updated item. - 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 - [ **Checkvist** Keyboard driven online outliner and task manager for teams and individuals.](https://apiant.ai/connections/checkvist) - [ **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 Checkvist - [ **Checkvist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/checkvist-to-hubspot) - [ **Checkvist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/checkvist-to-salesforce) - [ **Checkvist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/checkvist-to-slack) - [ **Checkvist to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/checkvist-to-google-sheets) - [ **Checkvist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/checkvist-to-gmail) - [ **Checkvist to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/checkvist-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 ## Checkvist and Upsales, answered ### ### What can start an automation from Checkvist? Any of Checkvist's 2 triggers in the catalog, including New List and New List Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Checkvist? 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 Checkvist? Yes. When something happens in Upsales, your agent can act in Checkvist too. This page covers both directions: Upsales's triggers and Checkvist's actions are listed here as well. ### ### Do I have to build a connector for Checkvist 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 Checkvist 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.