--- title: "Connect Skyvern and Upsales - APIANT.ai" description: "When \"New or Updated Skyvern Workflow\" fires in Skyvern, your agent runs \"Add order\" in Upsales." canonical: "https://apiant.ai/connect/skyvern-to-upsales" --- # Connect Skyvern and Upsales When **New or Updated Skyvern Workflow** fires in [Skyvern](https://apiant.ai/connections/skyvern), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Create and Run a Task** in Skyvern. Describe the whole flow and it is built, tested on every scenario and kept running. Skyvern **1** trigger Skyvern **15** 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 Skyvern 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 Skyvern and Upsales can do together ### From Skyvern to Upsales - When **New or Updated Skyvern Workflow** in Skyvern then **Add order** in Upsales - When **New or Updated Skyvern Workflow** in Skyvern then **Create Contact** in Upsales ### From Upsales to Skyvern - When **New Activity** in Upsales then **Create and Run a Task** in Skyvern - When **New Appointment** in Upsales then **Create and Run Task V2** in Skyvern 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 Skyvern and Upsales ## Triggers and actions 7 triggers · 27 actions - Trigger **New or Updated Skyvern Workflow** Triggers when a Skyvern workflow (agent) is created or a new version of it is saved. - Action **Add browser session** Creates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link. - Action **Add credential** Creates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents. - Action **Add workflow** Creates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow. - Action **Cancel run** Cancels a running Skyvern task run or workflow run by its id. - Action **Create and Run a Task** Starts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app. - Action **Create and Run Task V2** Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status. - Action **Delete workflow** Deletes a Skyvern workflow (agent) by its ID. - Action **Get a Browser Session** Returns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings. - Action **Get a Task** Returns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots. - Action **Get a Task V2** Returns the status, output, recording and screenshots of a Skyvern task run. - Action **Get a Workflow** Returns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings. - Action **List credentials** Returns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included. - Action **List runs** Returns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term. - Action **List workflows** Returns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows. - Action **Run a Workflow** Starts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link. - 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 - [ **Skyvern** Skyvern is an AI agent that allows users to complete browser-based tasks.](https://apiant.ai/connections/skyvern) - [ **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 Skyvern - [ **Skyvern to Inboxroad** Inboxroad is an email marketing platform that helps businesses create newsletters, automate campaigns, and...](https://apiant.ai/connect/skyvern-to-inboxroad) - [ **Skyvern to World Bank** The World Bank Open Data API publishes global development statistics for every country and region.](https://apiant.ai/connect/skyvern-to-world-bank) - [ **Skyvern to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/skyvern-to-slack) - [ **Skyvern to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/skyvern-to-stripe) - [ **Skyvern to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/skyvern-to-trello) - [ **Skyvern to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/skyvern-to-zoom) ## 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 ## Skyvern and Upsales, answered ### ### What can start an automation from Skyvern? Any of Skyvern's 1 trigger in the catalog, including New or Updated Skyvern Workflow. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in Skyvern? 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 Skyvern? Yes. When something happens in Upsales, your agent can act in Skyvern too. This page covers both directions: Upsales's triggers and Skyvern's actions are listed here as well. ### ### Do I have to build a connector for Skyvern 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 Skyvern 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.