Integration
Connect CleverReach and UpKeep
When something happens in CleverReach or UpKeep, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want CleverReach and UpKeep to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What CleverReach and UpKeep can do together
From CleverReach to UpKeep
When New Campaign in CleverReach
then Add Asset in UpKeep
When New Subscriber in CleverReach
then Add Location in UpKeep
From UpKeep to CleverReach
When New Purchase Order in UpKeep
then Add Order Item in CleverReach
When New Work Order in UpKeep
then Add attribute in CleverReach
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 CleverReach and UpKeep
Triggers and actions 5 triggers · 50 actions
Trigger
New CampaignTriggers when a new mailing campaign is created.
Trigger
New SubscriberTriggers when a new subscriber is added to a specified integration list.
Trigger
New UnsubscriberTriggers when any current subscriber unsubscribes from a specified list.
Action
Add attributeCreate a global attribute.
Action
Add groupCreate a group (receiver list).
Action
Add mailingCreate a mailing.
Action
Add Order ItemAdd a new order item for subscriber.
Action
Add subscriber tagsAdd tags to a receiver.
Action
Add/Update SubscriberAdds a new subscriber in a selected list. Can be used to update an existing subscriber too.
Action
Delete groupDelete a group (receiver list).
Action
Delete subscriberDelete a receiver from a group.
Action
Delete subscriber tagsRemove tags from a receiver.
Action
Find SubscriberSearch for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
Action
Get groupGet a group (receiver list) by id.
Action
Get mailingGet a mailing by id.
Action
Get subscriberGet a receiver by id or email.
Action
List attributesList attributes.
Action
List groupsList all groups (receiver lists).
Action
List mailingsList mailings.
Action
List subscribersList receivers in a group.
Action
Unsubscribe EmailUnsubscribes an email address from a selected list.
Action
Update groupUpdate a group (receiver list).
Trigger
New Purchase OrderTriggers when a new purchase order is created.
Trigger
New Work OrderTriggers when a new work order is created.
Action
Add AssetCreate a new asset.
Action
Add LocationCreates a new location in UpKeep.
Action
Add UserCreates a new user in your UpKeep account.
Action
Add VendorCreate a new vendor.
Action
Create Purchase OrderCreates a purchase order in UpKeep.
Action
Create Work OrderCreates new work order.
Action
Delete Purchase OrderDeletes a specific purchase order in UpKeep.
Action
Delete Work OrderDeletes a specific work order in UpKeep.
Action
Find AssetFinds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results.
Action
Find LocationReturns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates.
Action
Find PartFinds parts in UpKeep by name.
Action
Find VendorReturns the vendors whose business name matches the one supplied, with the first match broken out.
Action
Get AssetGets a specific UpKeep asset by its ID, including its custom field values.
Action
Get LocationGets a specific UpKeep location by its ID.
Action
Get PartGets a specific part from the UpKeep inventory by its ID.
Action
Get Purchase OrderGets a specific purchase order by its ID.
Action
Get UserGets a specific UpKeep user by ID.
Action
Get VendorGets a specific vendor by its ID.
Action
Get Work OrderRetrieve a single work order by ID.
Action
List AssetsLists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges.
Action
List LocationsLists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date.
Action
List Purchase OrdersLists purchase orders in the UpKeep account, optionally filtered by status.
Action
List VendorsList/page all vendors.
Action
List Work OrdersList/page all work orders with filters.
Action
Update AssetUpdates the fields you supply on an existing UpKeep asset. Fields left blank are not changed.
Action
Update LocationUpdates an existing location in UpKeep. Only the fields you fill in are changed.
Action
Update PartUpdates an existing part in UpKeep. Only the fields you fill in are changed.
Action
Update Purchase OrderUpdates an existing purchase order in UpKeep. Only the fields you fill in are changed.
Action
Update UserUpdates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are.
Action
Update VendorUpdate fields on an existing vendor.
Action
Update Work OrderUpdate fields on an existing work order.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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More into UpKeep
HubSpot to UpKeepHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to UpKeepSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to UpKeepSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to UpKeepGoogle Sheets
Gmail to UpKeepGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to UpKeepGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
CleverReach and UpKeep, answered
What can start an automation from CleverReach?
Any of CleverReach's 3 triggers in the catalog, including New Campaign, New Subscriber and New Unsubscriber. Describe the moment in plain language and your agent picks the right one.
What can your agent do in UpKeep when something happens in CleverReach?
Any of UpKeep's 31 actions, including Create Purchase Order, Create Work Order, Update Asset and Update Location. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from UpKeep to CleverReach?
Yes. When something happens in UpKeep, your agent can act in CleverReach too. This page covers both directions: UpKeep's triggers and CleverReach's actions are listed here as well.
Do I have to build a connector for CleverReach or UpKeep?
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.
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.