--- title: "Connect Microsoft Entra ID and Upsales - APIANT.ai" description: "When \"New Group\" fires in Microsoft Entra ID, your agent runs \"Add order\" in Upsales." canonical: "https://apiant.ai/connect/microsoft-entra-id-to-upsales" --- # Connect Microsoft Entra ID and Upsales When **New Group** fires in [Microsoft Entra ID](https://apiant.ai/connections/microsoft-entra-id), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Add User to Group** in Microsoft Entra ID. Describe the whole flow and it is built, tested on every scenario and kept running. Microsoft Entra ID **2** triggers Microsoft Entra ID **14** 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 Microsoft Entra ID 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 Microsoft Entra ID and Upsales can do together ### From Microsoft Entra ID to Upsales - When **New Group** in Microsoft Entra ID then **Add order** in Upsales - When **New User** in Microsoft Entra ID then **Create Contact** in Upsales ### From Upsales to Microsoft Entra ID - When **New Activity** in Upsales then **Add User to Group** in Microsoft Entra ID - When **New Appointment** in Upsales then **Create User** in Microsoft Entra ID 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 Microsoft Entra ID and Upsales ## Triggers and actions 8 triggers · 26 actions - Trigger **New Group** Triggers when a new group is created in your Microsoft Entra ID directory. - Trigger **New User** Triggers when a new user is created in your Microsoft Entra ID directory. - Action **Add User to Group** Adds a user as a member of a group in your Microsoft Entra ID directory. - Action **Create Group** Creates a new security group or Microsoft 365 group in your Microsoft Entra ID directory. - Action **Create User** Creates a new user in your Microsoft Entra ID directory with a starting password. - Action **Delete Group** Deletes a group from your Microsoft Entra ID directory. - Action **Delete User** Deletes a user from your Microsoft Entra ID directory. Deleted users can be restored for 30 days. - Action **Disable User** Disables an existing user's account so they can no longer sign in. The user and their data are kept. - Action **Find Group** Returns the groups whose name matches the name you give, either exactly or by how it starts, plus the first match on its own. - Action **Find User** Finds a user in your Microsoft Entra ID directory whose email address or sign-in name matches the one you give. Returns nothing when no user matches. - Action **Get Group** Fetches a group by ID. An error occurs if the group is not found. - Action **Get User** Returns a user's profile from your Microsoft Entra ID directory by object ID or sign-in name. - Action **List Group Members** Returns all direct members of a group: users, nested groups, devices and service principals. - Action **Remove User from Group** Removes a user from a group in your Microsoft Entra ID directory. - Action **Update Group** Updates the name, description or settings of a group in your Microsoft Entra ID directory. Fields left blank are not changed. - Action **Update User** Updates the profile details of an existing user in your Microsoft Entra ID directory. Fields left blank are not changed. - 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 - [ **Microsoft Entra ID** Microsoft Entra ID is a cloud-based identity and access management service that lets employees access...](https://apiant.ai/connections/microsoft-entra-id) - [ **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 Microsoft Entra ID - [ **Microsoft Entra ID to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/microsoft-entra-id-to-salesforce) - [ **Microsoft Entra ID to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/microsoft-entra-id-to-slack) - [ **Microsoft Entra ID to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/microsoft-entra-id-to-stripe) - [ **Microsoft Entra ID to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/microsoft-entra-id-to-shopify) - [ **Microsoft Entra ID to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/microsoft-entra-id-to-quickbooks-online) - [ **Microsoft Entra ID to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/microsoft-entra-id-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 ## Microsoft Entra ID and Upsales, answered ### ### What can start an automation from Microsoft Entra ID? Any of Microsoft Entra ID's 2 triggers in the catalog, including New Group and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Microsoft Entra ID? 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 Microsoft Entra ID? Yes. When something happens in Upsales, your agent can act in Microsoft Entra ID too. This page covers both directions: Upsales's triggers and Microsoft Entra ID's actions are listed here as well. ### ### Do I have to build a connector for Microsoft Entra ID 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 Microsoft Entra ID 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.