Integration
Connect Siteglide and Upsales
When CRM - Updated User fires in Siteglide, your agent runs Add order in Upsales, or New Activity in Upsales to eCommerce - Orders - Get in Siteglide. 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 Siteglide 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Siteglide and Upsales can do together
From Siteglide to Upsales
When CRM - Updated User in Siteglide
then Add order in Upsales
When eCommerce - Products - Updated Item in Siteglide
then Add product in Upsales
From Upsales to Siteglide
When New Activity in Upsales
then eCommerce - Orders - Get in Siteglide
When New Appointment in Upsales
then CRM - Create User in Siteglide
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 Siteglide and Upsales
Triggers and actions 19 triggers · 40 actions
Trigger
Categories - NewTriggers when a new category is created.
Trigger
CRM - New UserTriggers when a new CRM user is created.
Trigger
CRM - Updated UserTriggers when a CRM user is created or updated.
Trigger
eCommerce - Orders - New ItemTriggers when a new order is placed.
Trigger
eCommerce - Products - New ItemTriggers when a new product is created.
Trigger
eCommerce - Products - Updated ItemTriggers when a product is created or updated.
Trigger
Forms - New Item (Polling)Triggers when a form is submitted.
Trigger
Modules - New ItemTriggers when a new item is added to a module.
Trigger
Modules - Updated ItemTriggers when a module item is created or updated.
Trigger
Pages - NewTriggers when a new page is created.
Trigger
Pages - UpdatedTriggers when a page is created or updated.
Trigger
WebApps - New ItemTriggers when a new WebApp item is created.
Trigger
WebApps - Updated ItemTriggers when a WebApp item is created or updated.
Action
Categories - CreateCreates a category on your Siteglide site.
Action
Categories - GetReturns one category by ID.
Action
Categories - UpdateUpdates an existing category.
Action
CRM - Create UserCreates a CRM user.
Action
CRM - Get UserReturns one CRM user by ID.
Action
CRM - Update UserUpdates a CRM user.
Action
eCommerce - Orders - GetReturns one order with its details.
Action
eCommerce - Products - CreateCreates a product.
Action
eCommerce - Products - GetReturns one product.
Action
eCommerce - Products - UpdateUpdates a product.
Action
Forms - Create CaseCreates a form case against a user.
Action
Forms - Get ItemReturns one form case (submission).
Action
Modules - Create ItemCreates an item in a module.
Action
Modules - Get ItemReturns one module item.
Action
Modules - Update ItemUpdates a module item.
Action
Pages - CreateCreates a page.
Action
Pages - GetReturns one page.
Action
Pages - UpdateUpdates an existing page on your Siteglide site, such as its name, slug, content, layout or redirect.
Action
WebApps - Create ItemCreates a WebApp item.
Action
WebApps - Get ItemReturns one WebApp item.
Action
WebApps - Update ItemUpdates a WebApp item.
Trigger
New ActivityTriggers when a new activity (to-do or phone call) is created in Upsales.
Trigger
New AppointmentTriggers when a new appointment is created in Upsales.
Trigger
New CompanyTriggers when a new company is created in Upsales.
Trigger
New ContactTriggers when a new contact is created in Upsales.
Trigger
New OpportunityTriggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
Trigger
New OrderTriggers when a new order (a won deal at 100% probability) is created in Upsales.
Action
Add activityCreates an activity (such as a phone call or to-do) in Upsales.
Action
Add opportunityCreates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.
Action
Add orderCreates an order in Upsales for a company, with its stage, owner and product rows.
Action
Add productCreates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
Action
Create AppointmentCreates an appointment in Upsales for a company, with its start and end time, participants and appointment type.
Action
Create CompanyCreates a new company (account) in Upsales, with optional phone, account manager and custom field values.
Action
Create ContactCreates a contact person in Upsales, linked to a company.
Action
Delete companyDeletes a company in Upsales.
Action
Delete contactDeletes a contact in Upsales.
Action
Find a CompanyFinds companies in Upsales by name and returns the matching companies.
Action
Find a ContactFinds contacts in Upsales by email address or name.
Action
Find opportunities by criteriaReturns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
Action
Find orders by criteriaFinds won orders in Upsales matching a description, company, stage, owner or contact.
Action
Find products by criteriaFinds products in Upsales matching a name, article number, category or active status.
Action
Update AppointmentUpdates an existing appointment in Upsales, changing only the details you fill in.
Action
Update CompanyUpdates an existing company in Upsales, changing only the fields you fill in.
Action
Update ContactUpdates an existing Upsales contact's name, contact details, title, notes, status, company and custom fields. Fields left blank are not changed.
Action
Update opportunityUpdates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
Action
Update orderUpdates 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
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Questions
Siteglide and Upsales, answered
What can start an automation from Siteglide?
Any of Siteglide's 13 triggers in the catalog, including CRM - Updated User, eCommerce - Products - Updated Item, Modules - Updated Item and Pages - Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in Siteglide?
Any of Upsales's 19 actions, including Create Appointment, Create Company, Create Contact and Update Appointment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Upsales to Siteglide?
Yes. When something happens in Upsales, your agent can act in Siteglide too. This page covers both directions: Upsales's triggers and Siteglide's actions are listed here as well.
Do I have to build a connector for Siteglide 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 Siteglide 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.