Integration
Connect LiveSwitch and Upsales
When New Contact Matching Filter fires in LiveSwitch, your agent runs Create Contact in Upsales, or New Activity in Upsales to Find Contact by ID in LiveSwitch. 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 LiveSwitch 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)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 LiveSwitch and Upsales can do together
From LiveSwitch to Upsales
When New Contact Matching Filter in LiveSwitch
then Create Contact in Upsales
From Upsales to LiveSwitch
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 LiveSwitch and Upsales
Triggers and actions 11 triggers · 33 actions
- New Contact Matching Filter
Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.
- New Conversation Matching Filter
Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.
- New Guided Instructions
Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.
- New Project
Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.
- New Tag
Triggers when a new tag is created in LiveSwitch.
- Create Conversation
Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.
- Create Project
Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.
- Create Tag
Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.
- Find All Tags
Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.
- Find Contact by ID
Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.
- Find Contact by Phone
Returns the LiveSwitch contact that has the given phone number, including its custom attributes.
- Find Conversation by ID
Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.
- Find Conversations
Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.
- Find Document by ID
Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.
- Find Form by ID
Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.
- Find Form Submission by ID
Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.
- Find Guided Instructions
Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.
- Find Project by ID
Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.
- Find Projects
Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.
- Find Recording by ID
Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.
- Find Recordings by Conversation
Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.
- Find Recordings by Project
Returns the recordings that belong to the specified project, including their public links, status, type and tags.
- Get Current User (Me)
Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.
- Get Organization Settings
Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.
- Update Conversation
Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.
- Update Tag
Updates the name or display color of an existing tag and returns the updated tag.
- 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
Reviews
What our customers say
More from LiveSwitch
LiveSwitch to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
LiveSwitch to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
LiveSwitch to MailchimpMailchimp marketing automation and email platform.
LiveSwitch to StripeStripe is a payment processing platform for online businesses.
LiveSwitch to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
LiveSwitch 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
LiveSwitch and Upsales, answered
What can start an automation from LiveSwitch?
Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in LiveSwitch?
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 LiveSwitch?
Yes. When something happens in Upsales, your agent can act in LiveSwitch too. This page covers both directions: Upsales's triggers and LiveSwitch's actions are listed here as well.
Do I have to build a connector for LiveSwitch 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 LiveSwitch 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.