--- title: "Connect Senta and Upsales - APIANT.ai" description: "When \"Job Completed\" fires in Senta, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Create a New Client\" in Senta." canonical: "https://apiant.ai/connect/senta-to-upsales" --- # Connect Senta and Upsales When **Job Completed** fires in [Senta](https://apiant.ai/connections/senta), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Create a New Client** in Senta. Describe the whole flow and it is built, tested on every scenario and kept running. Senta **6** triggers Senta **7** 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 Senta 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 Senta and Upsales can do together ### From Senta to Upsales - When **Job Completed** in Senta then **Add order** in Upsales - When **Job Created** in Senta then **Create Contact** in Upsales ### From Upsales to Senta - When **New Activity** in Upsales then **Create a New Client** in Senta - When **New Appointment** in Upsales then **Create a New Note** in Senta 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 Senta and Upsales ## Triggers and actions 12 triggers · 19 actions - Trigger **Job Becomes Overdue** Triggers when a job in Senta becomes overdue, optionally only for one client or one job template. - Trigger **Job Becomes Ready** Triggers when a job in Senta becomes ready, optionally only for one client or job template. - Trigger **Job Cancelled** Triggers when a job in Senta is cancelled, optionally limited to one client or job template. - Trigger **Job Completed** Triggers when a job in Senta is completed, optionally only for one client or job template. - Trigger **Job Created** Triggers when a new job is created in Senta, optionally only for a specific client or job template. - Trigger **Job Updated** Triggers when a job is updated in Senta, firing once for each change to a job's details. - Action **Create a New Client** Creates a new client company in your Senta practice and returns its id. - Action **Create a New Note** Creates a note on a Senta client company, optionally linked to one of its jobs, and returns the new note. - Action **Delete client** Deletes a client from your Senta practice by its ID. - Action **Find a Client** Returns the Senta clients whose details match the keywords you search for, with each client's id and name. - Action **Get client** Returns one client company by its ID, including the fields your practice has customised and the client's contacts. - Action **List jobs** Returns the jobs in your Senta practice, optionally narrowed to one client, one job template or one job status. - Action **Update a Client** Updates an existing client company in Senta, changing only the details you fill in and adding or updating its contacts. Returns the client's full record after the update. - 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 - [ **Senta** Senta is a cloud practice management software including marketing, workflow, email automation, secure...](https://apiant.ai/connections/senta) - [ **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 Senta - [ **Senta to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/senta-to-slack) - [ **Senta to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/senta-to-stripe) - [ **Senta to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/senta-to-shopify) - [ **Senta to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/senta-to-trello) - [ **Senta to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/senta-to-zoom) - [ **Senta to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/senta-to-twilio) ## 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 ## Senta and Upsales, answered ### ### What can start an automation from Senta? Any of Senta's 6 triggers in the catalog, including Job Completed, Job Created, Job Updated and Job Becomes Overdue. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Senta? 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 Senta? Yes. When something happens in Upsales, your agent can act in Senta too. This page covers both directions: Upsales's triggers and Senta's actions are listed here as well. ### ### Do I have to build a connector for Senta 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 Senta 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.