--- title: "Connect Salesmate and Uplup - APIANT.ai" description: "When \"New De-Activated User\" fires in Salesmate, your agent runs \"Add field\" in Uplup, or \"New Response\" in Uplup to \"Create Contact\" in Salesmate." canonical: "https://apiant.ai/connect/salesmate-to-uplup" --- # Connect Salesmate and Uplup When **New De-Activated User** fires in [Salesmate](https://apiant.ai/connections/salesmate), your agent runs **Add field** in [Uplup](https://apiant.ai/connections/uplup), or **New Response** in Uplup to **Create Contact** in Salesmate. Describe the whole flow and it is built, tested on every scenario and kept running. Salesmate **2** triggers Salesmate **10** actions Uplup **1** trigger Uplup **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesmate and Uplup 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 Salesmate and Uplup can do together ### From Salesmate to Uplup - When **New De-Activated User** in Salesmate then **Add field** in Uplup - When **New User** in Salesmate then **Add form** in Uplup ### From Uplup to Salesmate - When **New Response** in Uplup then **Create Contact** in Salesmate - When **New Response** in Uplup then **Update Contact** in Salesmate 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 Salesmate and Uplup ## Triggers and actions 3 triggers · 27 actions - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **Search User** Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. - Trigger **New Response** Triggers when someone submits a response to a quiz or form in Uplup. Includes all answers, contact info, and quiz-specific data like score and result. - Action **Add field** Add a new field to a form at an optional position. - Action **Add form** Create a new form or quiz with optional fields, styling, and quiz settings. - Action **Add wheel** Create a new spinning wheel with customizable entries, settings, and appearance. - Action **Add wheel entries** Append one or more entries to a wheel without replacing the existing list. - Action **Delete field** Remove a field from the form. - Action **Delete form** Permanently delete a form and all associated data. - Action **Delete wheel** Permanently delete a wheel and all its associated data including spin history. - Action **Get form** Retrieve a single form with all its fields, pages, styling, and settings. - Action **Get wheel** Retrieve detailed information about a specific wheel including all entries and settings. - Action **List fields** Get all fields for a form, ordered by position. - Action **List forms** Return a paginated list of all forms and quizzes in the account. - Action **List submissions** Get paginated submissions for a form with optional filtering (limit, since). - Action **List wheels** Retrieve a paginated list of all wheels belonging to the account. - Action **Spin wheel** Programmatically spin a wheel and get a randomly selected winner; the spin is recorded to the wheel's results history. - Action **Update field** Update field properties; only provided fields are modified. - Action **Update form** Update form properties; only provided fields are modified. - Action **Update wheel** Update an existing wheel's title, entries, settings, and appearance. ## Each app on its own - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) - [ **Uplup** Uplup is a quiz and form builder for lead generation, assessments, and audience engagement with 40+ question...](https://apiant.ai/connections/uplup) Reviews ## What our customers say ## More from Salesmate - [ **Salesmate to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/salesmate-to-gohighlevel) - [ **Salesmate to Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connect/salesmate-to-persona) - [ **Salesmate to Vincario** Vincario is a global VIN Decoder and Vehicle Evaluation company that uses AI/ML smart algorithms and data to...](https://apiant.ai/connect/salesmate-to-vincario) - [ **Salesmate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmate-to-slack) - [ **Salesmate to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesmate-to-stripe) - [ **Salesmate to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesmate-to-shopify) ## More into Uplup - [ **HubSpot to Uplup** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-uplup) - [ **Salesforce to Uplup** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-uplup) - [ **Slack to Uplup** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-uplup) - [ **Google Sheets to Uplup** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-uplup) - [ **Gmail to Uplup** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-uplup) - [ **Google Calendar to Uplup** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-uplup) Questions ## Salesmate and Uplup, answered ### ### What can start an automation from Salesmate? Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Uplup when something happens in Salesmate? Any of Uplup's 17 actions, including Update field, Update form, Update wheel and Add field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Uplup to Salesmate? Yes. When something happens in Uplup, your agent can act in Salesmate too. This page covers both directions: Uplup's triggers and Salesmate's actions are listed here as well. ### ### Do I have to build a connector for Salesmate or Uplup? 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 Salesmate and Uplup 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.