Integration
Connect Sperant and Upsales
When Client Created / Cliente Creado fires in Sperant, your agent runs Add order in Upsales, or New Activity in Upsales to Create Client / Crear Cliente in Sperant. 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 Sperant 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 Sperant and Upsales can do together
From Sperant to Upsales
When Client Created / Cliente Creado in Sperant
then Add order in Upsales
From Upsales to Sperant
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 Sperant and Upsales
Triggers and actions 8 triggers · 36 actions
- Client Created / Cliente Creado
Triggers when a new client (lead) is added in Sperant. / Se activa cuando se crea un cliente en Sperant.
- New Attention
Triggers when a new after-sale attention is created in Sperant.
- Create Attention
Creates an after-sale attention (customer service case) for a unit's titular in Sperant.
- Create Client / Crear Cliente
Creates a client (lead) in Sperant. If a lead with the same document, email or mobile already exists, Sperant updates it instead.
- Create Client Interaction
Logs an interaction (call, visit, message...) for a Sperant client on a project.
- Create Event
Creates a calendar event (visit, meeting...) for a Sperant client on a project.
- Find Clients
Finds Sperant clients by document number, email or mobile (with country code). Returns the matching clients.
- Get Attention
Returns one Sperant after-sale attention by ID.
- Get Client
Returns one Sperant client by ID.
- Get Event
Returns one Sperant calendar event by ID.
- Get Proforma
Returns one Sperant proforma (quote) by ID.
- Get Project
Returns one Sperant real-estate project by ID.
- Get Unit
Returns one Sperant unit (apartment, lot, parking...) by ID.
- List Attentions
Returns Sperant after-sale attentions, optionally filtered by code, type, proforma, titular or status.
- List Proformas
Returns Sperant proformas (quotes), optionally filtered by code/contract number, client or creation date range.
- List Projects
Returns Sperant real-estate projects, optionally filtered by name or code.
- List Units
Returns the units (apartments, lots, parking...) of a Sperant project.
- List Users
Returns the users (sales agents and staff) of the Sperant account.
- Update Client
Updates an existing Sperant client; only the fields you fill in are changed.
- 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 Company
Creates a new company (account) in Upsales, with optional phone, account manager and custom field values.
- 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 Contact
Updates an existing Upsales contact's name, contact details, title, notes, status, company and custom fields. Fields left blank are not changed.
- 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
More from Sperant
Sperant to StripeStripe is a payment processing platform for online businesses.
Sperant to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Sperant to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Sperant to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Sperant to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Sperant to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
More into Upsales
HubSpot to UpsalesHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to UpsalesSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to UpsalesSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to UpsalesGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to UpsalesGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to UpsalesGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Sperant and Upsales, answered
What can start an automation from Sperant?
Any of Sperant's 2 triggers in the catalog, including Client Created / Cliente Creado and New Attention. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in Sperant?
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 Sperant?
Yes. When something happens in Upsales, your agent can act in Sperant too. This page covers both directions: Upsales's triggers and Sperant's actions are listed here as well.
Do I have to build a connector for Sperant 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 Sperant 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.