Integration
Connect Otter.ai and Upsales
When New Conversation fires in Otter.ai, your agent runs Add order in Upsales, or New Activity in Upsales to Create Conversation From File in Otter.ai. 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 Otter.ai 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 Otter.ai and Upsales can do together
From Otter.ai to Upsales
When New Conversation in Otter.ai
then Add order in Upsales
From Upsales to Otter.ai
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 Otter.ai and Upsales
Triggers and actions 7 triggers · 17 actions
- New Conversation
Triggers when a new conversation appears in your Otter account, optionally limited to one channel.
- Create Conversation From File
Creates an Otter conversation from an audio or video file at a URL, such as a call recording from a dialer.
- Get Conversation
Returns a conversation's details and summary, with optional action items, insights, outline and transcript.
- Get Conversation Audio
Returns the MP3 download link for a conversation's audio.
- Get Workspace
Returns your Otter workspace's details, including its ID, name, owner and member count.
- Get Workspace Analytics
Returns workspace usage for a date range: transcribed minutes, conversation counts, seats and per-member usage.
- 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 Otter.ai
Otter.ai to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Otter.ai to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Otter.ai to StripeStripe is a payment processing platform for online businesses.
Otter.ai to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Otter.ai to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Otter.ai to PipedrivePipedrive is a sales CRM and pipeline management tool.
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
Otter.ai and Upsales, answered
What can start an automation from Otter.ai?
Any of Otter.ai's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in Otter.ai?
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 Otter.ai?
Yes. When something happens in Upsales, your agent can act in Otter.ai too. This page covers both directions: Upsales's triggers and Otter.ai's actions are listed here as well.
Do I have to build a connector for Otter.ai 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 Otter.ai 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.