--- title: "Connect Manychat and Upsales - APIANT.ai" description: "When \"New or Updated Custom Field\" fires in Manychat, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Add Tag to User\" in Manychat." canonical: "https://apiant.ai/connect/manychat-to-upsales" --- # Connect Manychat and Upsales When **New or Updated Custom Field** fires in [Manychat](https://apiant.ai/connections/manychat), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Add Tag to User** in Manychat. Describe the whole flow and it is built, tested on every scenario and kept running. Manychat **1** trigger Manychat **17** 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 Manychat 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 Manychat and Upsales can do together ### From Manychat to Upsales - When **New or Updated Custom Field** in Manychat then **Add order** in Upsales - When **New or Updated Custom Field** in Manychat then **Create Contact** in Upsales ### From Upsales to Manychat - When **New Activity** in Upsales then **Add Tag to User** in Manychat - When **New Appointment** in Upsales then **Add custom field** in Manychat 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 Manychat and Upsales ## Triggers and actions 7 triggers · 29 actions - Trigger **New or Updated Custom Field** Triggers when a subscriber custom field is created on the Manychat page, or an existing one's name, type or description changes. - Action **Add custom field** Creates a new subscriber custom field on your Manychat page, with the name, data type and description you choose. - Action **Add tag** Creates a new tag on your Manychat page. - Action **Add Tag to User** Adds one of your Manychat page's tags to a subscriber. - Action **Create Subscriber** Creates a new Manychat subscriber (contact) from a name plus an email, phone or WhatsApp number, and returns the created subscriber. - Action **Delete tag** Deletes a tag from your Manychat page and removes it from every subscriber that has it. This cannot be undone. - Action **Find User by Custom Field** Returns up to 100 Manychat subscribers whose Text or Number custom user field holds the value you specify, most recently updated first. - Action **Find User by ID** Returns the full profile of one Manychat subscriber by their subscriber ID, including contact details, tags and custom field values. - Action **Find User by Name** Returns up to 100 subscribers whose full name matches the name you specify. - Action **Get page info** Returns details of the connected Manychat page: its id, name, category, avatar, username, about text, description, Pro status and timezone. - Action **List custom fields** Returns every subscriber custom field defined on the Manychat page, with each field's id, name, type and description. - Action **List flows** Returns all automations (flows) on the connected Manychat page, along with the folders they are organized in. - Action **List tags** Returns every tag defined on your Manychat page, with each tag's id and name. - Action **Remove Tag From User** Removes a tag from a Manychat subscriber (contact). - Action **Send flow** Sends one of your Manychat automations (flows) to a subscriber. - Action **Set bot field** Sets the value of a Manychat bot field (an account-wide field shared by all subscribers). - Action **Set Custom Field** Sets the value of one custom user field on a Manychat subscriber. - Action **Update subscriber** Updates an existing Manychat subscriber's name, phone, email, gender and opt-in consent, and returns the updated subscriber record. - 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 - [ **Manychat** Manychat is an all-in-one Messenger Marketing platform.](https://apiant.ai/connections/manychat) - [ **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 Manychat - [ **Manychat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/manychat-to-salesforce) - [ **Manychat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/manychat-to-slack) - [ **Manychat to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/manychat-to-stripe) - [ **Manychat to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/manychat-to-shopify) - [ **Manychat to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/manychat-to-quickbooks-online) - [ **Manychat to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/manychat-to-pipedrive) ## 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 ## Manychat and Upsales, answered ### ### What can start an automation from Manychat? Any of Manychat's 1 trigger in the catalog, including New or Updated Custom Field. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Manychat? 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 Manychat? Yes. When something happens in Upsales, your agent can act in Manychat too. This page covers both directions: Upsales's triggers and Manychat's actions are listed here as well. ### ### Do I have to build a connector for Manychat 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 Manychat 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.