--- title: "Connect Jitbit Helpdesk and Upsales - APIANT.ai" description: "When \"New Ticket\" fires in Jitbit Helpdesk, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Add tag to ticket\" in Jitbit Helpdesk." canonical: "https://apiant.ai/connect/jitbit-helpdesk-to-upsales" --- # Connect Jitbit Helpdesk and Upsales When **New Ticket** fires in [Jitbit Helpdesk](https://apiant.ai/connections/jitbit-helpdesk), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Add tag to ticket** in Jitbit Helpdesk. Describe the whole flow and it is built, tested on every scenario and kept running. Jitbit Helpdesk **1** trigger Jitbit Helpdesk **19** actions 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 Jitbit Helpdesk 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 Jitbit Helpdesk and Upsales can do together ### From Jitbit Helpdesk to Upsales - When **New Ticket** in Jitbit Helpdesk then **Add order** in Upsales - When **New Ticket** in Jitbit Helpdesk then **Create Contact** in Upsales ### From Upsales to Jitbit Helpdesk - When **New Activity** in Upsales then **Add tag to ticket** in Jitbit Helpdesk - When **New Appointment** in Upsales then **Create Ticket** in Jitbit Helpdesk 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 Jitbit Helpdesk and Upsales ## Triggers and actions 7 triggers · 31 actions - Trigger **New Ticket** Triggers when a new ticket is created in Jitbit Helpdesk, optionally limited to a category, section, status, submitter, company, technician or tag. - Action **Add article** Creates a new knowledge base article in a category. - Action **Add asset** Creates a new asset in Jitbit Helpdesk with its model, manufacturer, type and supplier. - Action **Add company** Creates a new company in Jitbit Helpdesk, or returns the existing company's id if the name is taken. - Action **Add tag to ticket** Adds a tag to a ticket. The tag is created if it does not already exist. - Action **Add time spent** Logs a time spent entry on a ticket under the connected user. Requires technician permissions. - Action **Create New Reply** Posts a new reply (comment) to an existing helpdesk ticket. - Action **Create Ticket** Creates a new helpdesk ticket in a category, with a subject, body and priority. - Action **Create User** Creates a new helpdesk user. Requires administrator permissions. - Action **Find Ticket** Searches tickets by text, optionally narrowed by submitter, category, status, assignee and creation date, and returns the matching tickets. - Action **Find User** Finds a helpdesk user by their email address and returns their profile. - Action **Get Article** Returns a knowledge base article with its full content, category, tags and attachments. - Action **Get ticket** Returns a helpdesk ticket's details, including its status, category, submitter, assignee, tags, attachments and custom field values. - Action **List Companies** Returns every company in your Jitbit helpdesk with its name, email domain and notes. Requires an administrator account. - Action **List Ticket Comments** Returns all comments (replies) posted on a Jitbit Helpdesk ticket. - Action **List tickets** Returns the helpdesk tickets the connected user can see, optionally filtered by mode, category, status, submitter, company, assignee, tag and dates. - Action **List Time Spent Entries** Returns every time spent entry logged against a ticket, including who logged it, the seconds spent and when. Requires technician permissions. - Action **Update company** Updates a company's name, notes and email domains in Jitbit Helpdesk. - Action **Update ticket** Updates one or more properties of an existing helpdesk ticket, such as its status, priority, category, assignee, due date, tags, subject or body. - Action **Update user** Updates an existing helpdesk user's profile, such as name, email, contact details, company, department, password and account status. Requires administrator permissions. - 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 - [ **Jitbit Helpdesk** A great help desk app for small and medium sized companies.](https://apiant.ai/connections/jitbit-helpdesk) - [ **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 Jitbit Helpdesk - [ **Jitbit Helpdesk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/jitbit-helpdesk-to-salesforce) - [ **Jitbit Helpdesk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/jitbit-helpdesk-to-slack) - [ **Jitbit Helpdesk to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/jitbit-helpdesk-to-mailchimp) - [ **Jitbit Helpdesk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/jitbit-helpdesk-to-stripe) - [ **Jitbit Helpdesk to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/jitbit-helpdesk-to-shopify) - [ **Jitbit Helpdesk to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/jitbit-helpdesk-to-quickbooks-online) ## 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 ## Jitbit Helpdesk and Upsales, answered ### ### What can start an automation from Jitbit Helpdesk? Any of Jitbit Helpdesk's 1 trigger in the catalog, including New Ticket. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Jitbit Helpdesk? 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 Jitbit Helpdesk? Yes. When something happens in Upsales, your agent can act in Jitbit Helpdesk too. This page covers both directions: Upsales's triggers and Jitbit Helpdesk's actions are listed here as well. ### ### Do I have to build a connector for Jitbit Helpdesk 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 Jitbit Helpdesk 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.