--- title: "Connect Recruitee and Upsales - APIANT.ai" description: "When \"New Task\" fires in Recruitee, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Create Task\" in Recruitee." canonical: "https://apiant.ai/connect/recruitee-to-upsales" --- # Connect Recruitee and Upsales When **New Task** fires in [Recruitee](https://apiant.ai/connections/recruitee), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Create Task** in Recruitee. Describe the whole flow and it is built, tested on every scenario and kept running. Recruitee **1** trigger Recruitee **24** 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 Recruitee 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 Recruitee and Upsales can do together ### From Recruitee to Upsales - When **New Task** in Recruitee then **Add order** in Upsales - When **New Task** in Recruitee then **Create Contact** in Upsales ### From Upsales to Recruitee - When **New Activity** in Upsales then **Create Task** in Recruitee - When **New Appointment** in Upsales then **Add Note to Candidate** in Recruitee 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 Recruitee and Upsales ## Triggers and actions 7 triggers · 36 actions - Trigger **New Task** Triggered when a new task is created in your Recruitee company. - Action **Add Note to Candidate** Adds a note to a candidate's profile in Recruitee. - Action **Add Note to Job Opening/Talent Pool** Adds a note to a job opening or a talent pool. - Action **Add Tags to Candidate** Adds tags to a candidate. - Action **Assign Candidate to Job Opening/Talent Pool** Assigns a candidate to a job opening or talent pool. - Action **Create Candidate** Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools. - Action **Create Job Opening** Creates a new job opening in Recruitee. - Action **Create Talent Pool** Creates a talent pool in Recruitee. - Action **Create Task** Creates a task. - Action **Delete candidate** Permanently deletes a candidate from your Recruitee company. - Action **Delete job opening** Permanently deletes a job opening (offer) and its applications in Recruitee. - Action **Find Candidate** Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text. - Action **Find Candidate Stage** Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to. - Action **Find Job Opening** Returns the job openings whose title contains the specified text. - Action **Find Talent Pool** Finds talent pools whose name contains the search text. - Action **Find Task** Finds tasks in the company whose title contains the given text. - Action **Get candidate** Fetches a candidate by ID. An error occurs if the candidate is not found. - Action **Get job opening** Retrieves a single job opening from Recruitee by its id or slug. - Action **List departments** Lists every department set up in your Recruitee company. - Action **List Job Opening/Talent Pool Notes** Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps. - Action **List locations** List all locations. - Action **Proceed Candidate** Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools. - Action **Update Candidate** Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed. - Action **Update job opening** Updates an existing Recruitee job opening. Only the fields you fill in are changed. - Action **Update Task** Updates a task. - 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 - [ **Recruitee** Recruitee is an all-in-one hiring platform for teams of all sizes, that includes employer branding, job...](https://apiant.ai/connections/recruitee) - [ **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 Recruitee - [ **Recruitee to IPInfo** The trusted source for IP address data that provides information about geolocation, ASN, company details...](https://apiant.ai/connect/recruitee-to-ipinfo) - [ **Recruitee to SQL Server** Connect directly to a Microsoft SQL Server database and run SQL statements from your automations.](https://apiant.ai/connect/recruitee-to-sql-server) - [ **Recruitee to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/recruitee-to-salesforce) - [ **Recruitee to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/recruitee-to-slack) - [ **Recruitee to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/recruitee-to-stripe) - [ **Recruitee to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/recruitee-to-shopify) ## 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 ## Recruitee and Upsales, answered ### ### What can start an automation from Recruitee? Any of Recruitee's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Recruitee? 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 Recruitee? Yes. When something happens in Upsales, your agent can act in Recruitee too. This page covers both directions: Upsales's triggers and Recruitee's actions are listed here as well. ### ### Do I have to build a connector for Recruitee 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 Recruitee 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.