Integration
Connect Redbooth and Upsales
When New comment fires in Redbooth, your agent runs Add order in Upsales, or New Activity in Upsales to Create Task in Redbooth. 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 Redbooth 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 Redbooth and Upsales can do together
From Redbooth to Upsales
When New comment in Redbooth
then Add order in Upsales
From Upsales to Redbooth
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 Redbooth and Upsales
Triggers and actions 11 triggers · 31 actions
- New comment
Triggered when a new comment is added to a task or conversation.
- New List
Fires once for each new task list the connected user can access, newest first.
- New project
Triggered when a new project is created
- New Task
Fires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee.
- New Workspace
Triggered when a new workspace (organization) is created.
- Add conversation
Create a new conversation.
- Add note
Creates a new note in a Redbooth project.
- Add project
Creates a new project in a Redbooth organization.
- Add tag
Create a new tag.
- Create Comment
Creates a new comment.
- Create Subtask
Creates a new subtask.
- Create Task
Creates a new task.
- Create Task List
Creates a new task list.
- Create Workspace
Creates a new Redbooth workspace (organization).
- Delete task
Deletes a Redbooth task by its id.
- Find projects by criteria
Returns up to 1000 projects that match the specified organization, member user and archived criteria.
- Find Record
Searches your Redbooth account for tasks, conversations, notes and files whose text matches the search words.
- Find Task
Returns tasks whose text matches the search, optionally limited to one project.
- Get Note
Returns one note with its title, content and project.
- Get Tag
Returns one tag with its name, color and organization.
- Get task
Retrieve a single Redbooth task by its id.
- Get Task List
Returns one task list with its name, project and archived state.
- Update project
Updates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings.
- Update task
Updates an existing task by ID
- 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
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Questions
Redbooth and Upsales, answered
What can start an automation from Redbooth?
Any of Redbooth's 5 triggers in the catalog, including New comment, New List, New project and 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 Redbooth?
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 Redbooth?
Yes. When something happens in Upsales, your agent can act in Redbooth too. This page covers both directions: Upsales's triggers and Redbooth's actions are listed here as well.
Do I have to build a connector for Redbooth 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 Redbooth 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.