Integration
Connect DocuPipe and Upsales
When Document Processed fires in DocuPipe, your agent runs Add order in Upsales, or New Activity in Upsales to Upload Document in DocuPipe. Describe the whole flow 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 DocuPipe and Upsales to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 DocuPipe and Upsales can do together
From DocuPipe to Upsales
When Document Processed in DocuPipe
then Add order in Upsales
From Upsales to DocuPipe
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 DocuPipe and Upsales
Triggers and actions 7 triggers · 27 actions
- Document Processed
Triggers when a document finishes parsing and OCR is complete.
- Add schema
Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
- Analyze document
Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
- Classify Document
Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
- Delete document
Removes a document from your DocuPipe account.
- Delete schema
Removes an extraction schema from your DocuPipe account.
- Extract Data From Document
Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
- Find documents by criteria
Finds documents in your DocuPipe account whose file name or document ID matches what you search for.
- Get Document
Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
- Get Extraction Result
Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
- Get schema
Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
- List documents
Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
- List extractions
Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
- List schemas
Returns the extraction schemas in your DocuPipe account.
- Upload and Extract Data
Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
- Upload Document
Sends a file to DocuPipe to be read and turned into a document you can extract data from.
- New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
- New Appointment
Triggers when a new appointment is created in Upsales.
- New Company
Triggers when a new company is created in Upsales.
- New Contact
Triggers when a new contact is created in Upsales.
- New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
- New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
- Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
- Add product
Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
- Create Contact
Creates a contact person in Upsales, linked to a company.
- Delete company
Deletes a company in Upsales.
- Delete contact
Deletes a contact in Upsales.
- Find a Company
Finds companies in Upsales by name and returns the matching companies.
- Find a Contact
Finds contacts in Upsales by email address or name.
- Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
- Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
- Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
- Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
- 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.
Each app on its own
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Questions
DocuPipe and Upsales, answered
What can start an automation from DocuPipe?
Any of DocuPipe's 1 trigger in the catalog, including Document Processed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in DocuPipe?
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 DocuPipe?
Yes. When something happens in Upsales, your agent can act in DocuPipe too. This page covers both directions: Upsales's triggers and DocuPipe's actions are listed here as well.
Do I have to build a connector for DocuPipe 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 DocuPipe 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.