Integration
Connect Podio and Upsales
When Item Updated fires in Podio, your agent runs Add order in Upsales, or New Activity in Upsales to Create Task in Podio. 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 Podio 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 Podio and Upsales can do together
From Podio to Upsales
When Item Updated in Podio
then Add order in Upsales
When New Activity in Podio
then Create Contact in Upsales
From Upsales to Podio
When New Activity in Upsales
then Create Task in Podio
When New Appointment in Upsales
then Update task in Podio
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 Podio and Upsales
Triggers and actions 14 triggers · 26 actions
Trigger
Item UpdatedFires when an item in the chosen Podio app is created or edited (each new item revision).
Trigger
New ActivityFires when activity occurs on any object (item, status, task, action, file) in the connected user's global Podio stream.
Trigger
New ApplicationFires when a new Podio app becomes available to the connected user.
Trigger
New ItemTriggers when you add a new item, record or entry to an app (standard or custom).
Trigger
New OrganizationTriggers when you add a new organization.
Trigger
New TaskTriggers when you add a new task.
Trigger
New ViewFires when a new view is created on a Podio app.
Trigger
New WorkspaceFires when a new workspace appears among the workspaces you are a member of, across all your organizations.
Action
Add commentAdd a comment to an object (item, task, status).
Action
Attach FileUpload a file to Podio and attach it to an item, task, comment, or status message.
Action
Create ItemCreate a new item, record or entry inside an app (standard or custom).
Action
Create StatusAdd a status update to a workspace stream.
Action
Create TaskCreate a new task.
Action
Delete itemDelete an item.
Action
Find ItemFind an item by title in an app.
Action
Get appGet an app definition including fields.
Action
Get itemGet an item by id.
Action
Get StatusReturns a status message posted to a workspace, with its text and author.
Action
Get taskGet a task by id.
Action
List itemsList items in an app with paging/sort.
Action
Update ItemUpdate an item, record or entry inside an app (standard or custom).
Action
Update taskUpdate a task's text, due date, responsible etc.
Trigger
New ActivityTriggers when a new activity (to-do or phone call) is created in Upsales.
Trigger
New AppointmentTriggers when a new appointment is created in Upsales.
Trigger
New CompanyTriggers when a new company is created in Upsales.
Trigger
New ContactTriggers when a new contact is created in Upsales.
Trigger
New OpportunityTriggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
Trigger
New OrderTriggers when a new order (a won deal at 100% probability) is created in Upsales.
Action
Add orderCreates an order in Upsales for a company, with its stage, owner and product rows.
Action
Add productCreates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
Action
Create ContactCreates a contact person in Upsales, linked to a company.
Action
Delete companyDeletes a company in Upsales.
Action
Delete contactDeletes a contact in Upsales.
Action
Find a CompanyFinds companies in Upsales by name and returns the matching companies.
Action
Find a ContactFinds contacts in Upsales by email address or name.
Action
Find opportunities by criteriaReturns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
Action
Find orders by criteriaFinds won orders in Upsales matching a description, company, stage, owner or contact.
Action
Find products by criteriaFinds products in Upsales matching a name, article number, category or active status.
Action
Update opportunityUpdates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
Action
Update orderUpdates 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
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Questions
Podio and Upsales, answered
What can start an automation from Podio?
Any of Podio's 8 triggers in the catalog, including Item Updated, New Activity, New Application and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in Podio?
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 Podio?
Yes. When something happens in Upsales, your agent can act in Podio too. This page covers both directions: Upsales's triggers and Podio's actions are listed here as well.
Do I have to build a connector for Podio 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 Podio 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.