Integration
Connect DoubleTick and Upsales
When New Broadcast Group fires in DoubleTick, your agent runs Add order in Upsales, or New Activity in Upsales to Send WhatsApp Document Message in DoubleTick. 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 DoubleTick and Upsales to do together?
Ask the assistant
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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 DoubleTick and Upsales can do together
From DoubleTick to Upsales
When New Broadcast Group in DoubleTick
then Add order in Upsales
From Upsales to DoubleTick
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 DoubleTick and Upsales
Triggers and actions 8 triggers · 45 actions
- New Broadcast Group
Triggers when a new broadcast group is created.
- New Chat
Triggers when a new chat appears in your inbox.
- Add Member to Broadcast Group
Adds a customer to a broadcast group.
- Assign Team Member to Customer
Assigns a customer's chat to a team member.
- Create Broadcast Group
Creates a broadcast group.
- Create Note
Adds a note to a customer chat.
- Delete Broadcast Group
Deletes a broadcast group.
- Delete Customer
Deletes a customer by phone number.
- Delete Template
Deletes a message template from a WhatsApp number.
- Get Chat Window Status
Checks whether a customer's 24-hour service window is open.
- Get Customer
Gets a customer's details by phone number.
- Get Message Status
Returns the delivery timeline of a sent message.
- Get Note
Gets a note by ID.
- Get Team Member
Gets a team member by phone number.
- Get Wallet Balance
Returns your organization's wallet balance.
- List Broadcast Groups
Lists your broadcast groups.
- List Channels
Lists your connected WhatsApp channels.
- List Team Members
Lists the team members in your organization.
- List Templates
Lists your WhatsApp message templates.
- Remove Member from Broadcast Group
Removes a customer from a broadcast group.
- Remove Tags or Custom Fields from Customer
Removes tags and custom fields from a customer.
- Send WhatsApp Document Message
Sends a document from a URL to a customer.
- Send WhatsApp Image Message
Sends an image from a URL to a customer.
- Send WhatsApp Media Message
Send WhatsApp Media Message.
- Send WhatsApp Message
Send a whatsApp message to a contact
- Send WhatsApp Template Message
Send a pre-approved WhatsApp Message Template to a contact
- Send WhatsApp Video Message
Sends a video from a URL to a customer.
- Update Note
Changes a note's text.
- 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 activity
Creates an activity (such as a phone call or to-do) in Upsales.
- Add opportunity
Creates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.
- 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 Appointment
Creates an appointment in Upsales for a company, with its start and end time, participants and appointment type.
- Create Company
Creates a new company (account) in Upsales, with optional phone, account manager and custom field values.
- 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 Appointment
Updates an existing appointment in Upsales, changing only the details you fill in.
- Update Company
Updates an existing company in Upsales, changing only the fields you fill in.
- Update Contact
Updates an existing Upsales contact's name, contact details, title, notes, status, company and custom fields. Fields left blank are not changed.
- 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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More into Upsales
Questions
DoubleTick and Upsales, answered
What can start an automation from DoubleTick?
Any of DoubleTick's 2 triggers in the catalog, including New Broadcast Group and New Chat. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in DoubleTick?
Any of Upsales's 19 actions, including Create Appointment, Create Company, Create Contact and Update Appointment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Upsales to DoubleTick?
Yes. When something happens in Upsales, your agent can act in DoubleTick too. This page covers both directions: Upsales's triggers and DoubleTick's actions are listed here as well.
Do I have to build a connector for DoubleTick 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 DoubleTick 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.