--- title: "Connect Personio and Upsales - APIANT.ai" description: "When \"Employee Updated\" fires in Personio, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Add project\" in Personio." canonical: "https://apiant.ai/connect/personio-to-upsales" --- # Connect Personio and Upsales When **Employee Updated** fires in [Personio](https://apiant.ai/connections/personio), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Add project** in Personio. Describe the whole flow and it is built, tested on every scenario and kept running. Personio **7** triggers Personio **20** 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 Personio 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 Personio and Upsales can do together ### From Personio to Upsales - When **Employee Updated** in Personio then **Add order** in Upsales - When **Employment Updated** in Personio then **Create Contact** in Upsales ### From Upsales to Personio - When **New Activity** in Upsales then **Add project** in Personio - When **New Appointment** in Upsales then **Create Absence** in Personio 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 Personio and Upsales ## Triggers and actions 13 triggers · 32 actions - Trigger **Employee Updated** Triggers when an employee is updated. - Trigger **Employment Updated** Triggers when one or more Employment details of a Person are updated - Trigger **New Absence** Triggers when a new absence is created. - Trigger **New Candidate** Fires when a new recruiting candidate is added in Personio. - Trigger **New Employee** Triggers when a new employee is created. - Trigger **New Employment Created** Triggers when one or more Employment details of a Person are created - Trigger **New Open Position** Triggers when a new open position is created. - Action **Add project** /v2/projects - create a project. - Action **Create Absence** Creates a new absence. - Action **Create Attendance** Creates a new attendance. - Action **Create Employee** Creates a new employee. - Action **Delete absence** /v2/absence-periods/{id} - delete an absence period. - Action **Delete attendance** /v2/attendance-periods/{id} - delete an attendance period. - Action **Delete person** /v2/persons/{id} - delete a person. - Action **Find Absence** Finds an absence by employee ID. - Action **Find Employee** Finds a employee based on email. - Action **Find Person** Finds a person by their Personio ID, name, last name and email, optionally including their absence information. - Action **Get Employment** Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates. - Action **List absence types** /v2/absence-types - list absence types. - Action **List Compensations** Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record. - Action **List legal entities** /v2/legal-entities - list legal entities. - Action **List org units** /v2/org-units - list org units. - Action **List projects** /v2/projects - list projects. - Action **Update absence** /v2/absence-periods/{id} - update an absence period. - Action **Update Attendance** Updates an existing attendance. - Action **Update Employee** Updates an existing employee. - Action **Update Employment** updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook. - 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 - [ **Personio** Personio is a holistic HR software for companies from 10 - 2000 employees.](https://apiant.ai/connections/personio) - [ **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 Personio - [ **Personio to Google Chat** Google Chat is a communication software developed by Google built for teams that provides direct messages...](https://apiant.ai/connect/personio-to-google-chat) - [ **Personio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/personio-to-salesforce) - [ **Personio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/personio-to-slack) - [ **Personio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/personio-to-stripe) - [ **Personio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/personio-to-shopify) - [ **Personio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/personio-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 ## Personio and Upsales, answered ### ### What can start an automation from Personio? Any of Personio's 7 triggers in the catalog, including Employee Updated, Employment Updated, New Absence and New Candidate. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Personio? 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 Personio? Yes. When something happens in Upsales, your agent can act in Personio too. This page covers both directions: Upsales's triggers and Personio's actions are listed here as well. ### ### Do I have to build a connector for Personio 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 Personio 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.