--- title: "Connect QuintaDB and Upsales - APIANT.ai" description: "When \"New Database\" fires in QuintaDB, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Create Record\" in QuintaDB." canonical: "https://apiant.ai/connect/quintadb-to-upsales" --- # Connect QuintaDB and Upsales When **New Database** fires in [QuintaDB](https://apiant.ai/connections/quintadb), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Create Record** in QuintaDB. Describe the whole flow and it is built, tested on every scenario and kept running. QuintaDB **7** triggers QuintaDB **10** 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 QuintaDB 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 QuintaDB and Upsales can do together ### From QuintaDB to Upsales - When **New Database** in QuintaDB then **Add order** in Upsales - When **New Form** in QuintaDB then **Create Contact** in Upsales ### From Upsales to QuintaDB - When **New Activity** in Upsales then **Create Record** in QuintaDB - When **New Appointment** in Upsales then **Update Record** in QuintaDB 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 QuintaDB and Upsales ## Triggers and actions 13 triggers · 22 actions - Trigger **New Database** Triggers when a new database is created in the connected QuintaDB account. - Trigger **New Form** Triggers when a new form is added to a QuintaDB database. - Trigger **New Form Field** Triggers when a new field is added to a QuintaDB form. - Trigger **New or Updated Record** Triggers when a record in a QuintaDB form is added or changed. - Trigger **New Record** Triggers when a new record is added to a QuintaDB form. - Trigger **New Table Record** Triggers when a new record is added to a QuintaDB form. - Trigger **New Table Report** Triggers when a new report is created on a QuintaDB form. - Action **Add form** Adds a new form (table) to a QuintaDB database. Returns the created form. - Action **Create Record** Adds a new record to a QuintaDB form. The form's own fields are offered for mapping, and the created record's id is returned. - Action **Delete form** Deletes a form (table) and its records from a QuintaDB database. - Action **Delete Record** Deletes a record from a QuintaDB form. - Action **Delete records** Deletes several records from a QuintaDB form in one call. - Action **Find Records** Returns the records in a QuintaDB form that match the conditions you specify. - Action **Get record** Returns one record from a QuintaDB form, including all of its field values. - Action **Update Cell** Changes the value of one field on one QuintaDB record. - Action **Update Record** Changes field values on an existing QuintaDB record. Fields you leave blank keep their current value. - Action **Upload file** Uploads a file into a file field on an existing QuintaDB 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 - [ **QuintaDB** QuintaDB is a relational online database, CRM and Web-form Builder.](https://apiant.ai/connections/quintadb) - [ **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 QuintaDB - [ **QuintaDB to Ocrspace** OCR API that extracts text from images and PDFs, supporting multiple languages and searchable PDF output.](https://apiant.ai/connect/quintadb-to-ocrspace) - [ **QuintaDB to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quintadb-to-salesforce) - [ **QuintaDB to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quintadb-to-slack) - [ **QuintaDB to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/quintadb-to-stripe) - [ **QuintaDB to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/quintadb-to-shopify) - [ **QuintaDB to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/quintadb-to-trello) ## 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 ## QuintaDB and Upsales, answered ### ### What can start an automation from QuintaDB? Any of QuintaDB's 7 triggers in the catalog, including New Database, New Form, New Form Field and New or Updated Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in QuintaDB? 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 QuintaDB? Yes. When something happens in Upsales, your agent can act in QuintaDB too. This page covers both directions: Upsales's triggers and QuintaDB's actions are listed here as well. ### ### Do I have to build a connector for QuintaDB 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 QuintaDB 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.