Integration
Connect idloom and Upsales
When New Attendee fires in idloom, your agent runs Add order in Upsales, or New Activity in Upsales to Create Payment Transaction in idloom. 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 idloom 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 idloom and Upsales can do together
From idloom to Upsales
When New Attendee in idloom
then Add order in Upsales
From Upsales to idloom
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 idloom and Upsales
Triggers and actions 16 triggers · 25 actions
- New Attendee
Triggers when a new attendee registers for an idloom event.
- New Category
Triggers when a new registration category is added to an idloom event.
- New Credit-Note
Triggers when a new credit note is issued in idloom.
- New Event
Triggers when a new event is created in idloom.
- New Fields
Triggers when a new registration field is added to an idloom event.
- New Invoice
Triggers when a new invoice is issued in idloom.
- New Option
Triggers when a new option is added to an idloom event.
- New Profile
Triggers when a new profile is added to the idloom account.
- New Receipt
Triggers when a new receipt is issued in idloom.
- New Transaction
Triggers when a new payment transaction is recorded for an idloom attendee.
- Create Check-In
Records a check-in or check-out for an attendee at an idloom event.
- Create Payment Transaction
Records a payment against an attendee or invoice in idloom.
- Search for Attendee
Finds idloom attendees by UID, email or event.
- Search for Attendees Statuses
Returns the attendee statuses configured for an idloom event.
- Search for Event
Looks up an idloom event by its unique ID and returns its details.
- Update Event
Updates an existing idloom event's details.
- 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
Reviews
What our customers say
More from idloom
idloom to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
idloom to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
idloom to MailchimpMailchimp marketing automation and email platform.
idloom to StripeStripe is a payment processing platform for online businesses.
idloom to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
idloom to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Upsales
HubSpot to UpsalesHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to UpsalesGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to UpsalesGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to UpsalesGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
idloom and Upsales, answered
What can start an automation from idloom?
Any of idloom's 10 triggers in the catalog, including New Attendee, New Category, New Credit-Note and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in idloom?
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 idloom?
Yes. When something happens in Upsales, your agent can act in idloom too. This page covers both directions: Upsales's triggers and idloom's actions are listed here as well.
Do I have to build a connector for idloom 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 idloom 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.