Integration
Connect SendSafely and Upsales
When New Dropzone Submission fires in SendSafely, your agent runs Add order in Upsales, or New Activity in Upsales to Add Contact Group Member in SendSafely. 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 SendSafely 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 SendSafely and Upsales can do together
From SendSafely to Upsales
When New Dropzone Submission in SendSafely
then Add order in Upsales
From Upsales to SendSafely
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 SendSafely and Upsales
Triggers and actions 8 triggers · 32 actions
- New Dropzone Submission
Triggers when a new package arrives for the user, including files submitted to their Hosted Dropzone.
- New Sent Package
Triggers when the user sends a new SendSafely package.
- Add Contact Group Member
Adds an email address to a contact group.
- Add Recipient
Adds a recipient, by email, to a package.
- Delete Contact Group
Deletes a contact group.
- Delete Package
Deletes a package and all of its contents.
- Get Contact Group
Returns a contact group and its members.
- Get Current User
Returns the profile of the SendSafely user the API key belongs to.
- Get Enterprise Information
Returns the organization's SendSafely settings, such as expiration limits and security options.
- Get Package
Returns a package's details: state, sender, recipients, files and expiration.
- Get Recipient
Returns one recipient on a package.
- Get Recipient Package History
Returns the packages that have been sent to a recipient email address.
- List Archived Packages
Returns the archived (deleted) packages the user owns.
- List Sent Packages
Returns the active and expired packages the user has sent.
- Remove Contact Group Member
Removes a member from a contact group.
- Remove Recipient
Removes a recipient from a package.
- Update Recipient
Updates a package recipient's phone number or Workspace role.
- 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 activity
Creates an activity (such as a phone call or to-do) in Upsales.
- Add opportunity
Creates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.
- 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 Appointment
Creates an appointment in Upsales for a company, with its start and end time, participants and appointment type.
- 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 Appointment
Updates an existing appointment in Upsales, changing only the details you fill in.
- Update Company
Updates an existing company in Upsales, changing only the fields you fill in.
- 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
Reviews
What our customers say
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Questions
SendSafely and Upsales, answered
What can start an automation from SendSafely?
Any of SendSafely's 2 triggers in the catalog, including New Dropzone Submission and New Sent Package. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in SendSafely?
Any of Upsales's 17 actions, including Create Appointment, Create Contact, Update Appointment and Update Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Upsales to SendSafely?
Yes. When something happens in Upsales, your agent can act in SendSafely too. This page covers both directions: Upsales's triggers and SendSafely's actions are listed here as well.
Do I have to build a connector for SendSafely 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 SendSafely 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.