--- title: "Connect CM.com to Upsales - APIANT.ai" description: "When \"New SMS Received\" fires in CM.com, your agent runs \"Add order\" in Upsales." canonical: "https://apiant.ai/connect/cm-com-to-upsales" --- # Connect CM.com to Upsales When **New SMS Received** fires in [CM.com](https://apiant.ai/connections/cm-com), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales). Describe the whole flow and it is built, tested on every scenario and kept running. CM.com **1** trigger 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 CM.com 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 CM.com can start in Upsales - When **New SMS Received** in CM.com then **Add order** in Upsales - When **New SMS Received** in CM.com then **Create Contact** in Upsales 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 CM.com and Upsales ## Triggers and actions 7 triggers · 12 actions - Trigger **New SMS Received** Triggers when an SMS is received. Manual-registration webhook: configure your CM.com inbox Reply Settings to forward responses to the APIANT webhook URL. - 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 - [ **CM.com** CM.com — create excellent conversational customer experiences and turn any conversation into a conversion.](https://apiant.ai/connections/cm-com) - [ **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 CM.com - [ **CM.com to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cm-com-to-hubspot) - [ **CM.com to Odoo CRM** Odoo is a powerful open source platform with dozens of apps to help you grow your business.](https://apiant.ai/connect/cm-com-to-odoo-crm) - [ **CM.com to Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connect/cm-com-to-pipefile) - [ **CM.com to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cm-com-to-salesforce) - [ **CM.com to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cm-com-to-slack) - [ **CM.com to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cm-com-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 ## CM.com and Upsales, answered ### ### What can start an automation from CM.com? Any of CM.com's 1 trigger in the catalog, including New SMS Received. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in CM.com? 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 CM.com? Upsales has no triggers in the catalog today, so automations start in CM.com. If you need the other direction, ask: your agent reads Upsales's API documentation and adds it. ### ### Do I have to build a connector for CM.com 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 CM.com and Upsales without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Upsales 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.