Integration
Connect HeyReach and UpKeep
When something happens in HeyReach 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 HeyReach 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 HeyReach and UpKeep can do together
From HeyReach to UpKeep
When Campaign Completed in HeyReach
then Add Asset in UpKeep
When Connection Request Sent in HeyReach
then Add Location in UpKeep
From UpKeep to HeyReach
When New Purchase Order in UpKeep
then Add Lead to List in HeyReach
When New Work Order in UpKeep
then Create Empty List in HeyReach
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 HeyReach and UpKeep
Triggers and actions 4 triggers · 42 actions
Trigger
Campaign CompletedTriggers when a campaign finishes.
Trigger
Connection Request SentTriggers when you send a connection request.
Action
Add Lead to ListAdds a lead to an existing list
Action
Create Empty ListCreates an empty list in HeyReach
Action
Delete Lead From ListDeletes the lead from the HeyReach list
Action
Get Campaigns for LeadGets the campaigns the lead is a part of
Action
Get ConversationsGets conversations from HeyReach
Action
Get Lead DetailsGets details for the given lead
Action
Get Leads From ListGets leads from a HeyReach list
Action
Get LinkedIn SendersGets the sender accounts connected to HeyReach
Action
Get List by IdGets a list from HeyReach
Action
Get ListsGets lists from HeyReach
Action
Get Overall StatsGets the HeyReach analytics, similar to the Dashboard
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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Questions
HeyReach and UpKeep, answered
What can start an automation from HeyReach?
Any of HeyReach's 2 triggers in the catalog, including Campaign Completed and Connection Request Sent. Describe the moment in plain language and your agent picks the right one.
What can your agent do in UpKeep when something happens in HeyReach?
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 HeyReach?
Yes. When something happens in UpKeep, your agent can act in HeyReach too. This page covers both directions: UpKeep's triggers and HeyReach's actions are listed here as well.
Do I have to build a connector for HeyReach 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.