--- title: "Connect SwagUp to The Official Board - APIANT.ai" description: "When \"New or Updated Order\" fires in SwagUp, your agent runs \"Create Orgchart PDF File\" in The Official Board." canonical: "https://apiant.ai/connect/swagup-to-the-official-board" --- # Connect SwagUp to The Official Board When **New or Updated Order** fires in [SwagUp](https://apiant.ai/connections/swagup), your agent runs **Create Orgchart PDF File** in [The Official Board](https://apiant.ai/connections/the-official-board). Describe the whole flow and it is built, tested on every scenario and kept running. SwagUp **7** triggers SwagUp **13** actions The Official Board **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SwagUp and The Official Board 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 SwagUp can start in The Official Board - When **New or Updated Order** in SwagUp then **Create Orgchart PDF File** in The Official Board - When **New or Updated Shipment Status** in SwagUp then **Create Orgchart XSLX File** in The Official Board 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 SwagUp and The Official Board ## Triggers and actions 7 triggers · 20 actions - Trigger **Low Credit Balance** Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes. - Trigger **Low Stock for a Product** Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low. - Trigger **New or Updated Order** Triggers when an order is created or updated. - Trigger **New or Updated Shipment Status** Triggers when a shipment is created or its delivery status changes. - Trigger **New or Updated Shipment Tracking** Triggers when a shipment first gets a tracking number or its tracking number changes. - Trigger **New Redemption** Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases. - Trigger **Product Deactivated** Triggers when a product in your SwagUp account is deactivated. - Action **Add Funds to Credit Balance** Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance. - Action **Create a New Recipient** Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient. - Action **Find an Order** Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date. - Action **Find a Product by Name** Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents. - Action **Find a Recipient** Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period. - Action **Find a Shipment** Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters. - Action **Find Inventory for Products** Returns the current inventory of the specified products, including the stock quantity on hand for each size. - Action **Generate a Unique URL** Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token. - Action **Reorder an Existing Product** Places a new SwagUp order for more units of a product already in your account, and returns the created order. - Action **Send Multiple Products to an Existing Recipient** Creates a shipment that sends several products from your SwagUp inventory to a recipient already in your directory, and returns the new shipment. - Action **Send to a New Recipient Multiple Products** Creates a new recipient in your SwagUp directory, then sends them several products from your inventory in one shipment. Returns the new shipment and the recipient's id. - Action **Send to Existing Recipient** Sends one product from your SwagUp inventory to a recipient already in your directory and returns the new shipment. - Action **Update Existing Recipient Information** Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient. - Action **Create Orgchart PDF File** Generates a PDF file of the org chart for a company on The Official Board. - Action **Create Orgchart XSLX File** Generates an Excel (.xlsx) file containing the org chart of the specified company. - Action **Find companies by name** Finds companies on The Official Board whose name matches the text you give, returning each company's org chart id, industry, country and other details. - Action **Find executives by name** Searches The Official Board for executives by first and/or last name and returns matching executives with their titles and companies. - Action **Get Executive Info** Returns an executive's biography: current roles, education, career history and links. - Action **Get Orgchart Info** Returns a company's org chart: the company details and its list of executives with titles, levels and reporting lines. - Action **List executive direct colleagues** Returns an executive's direct environment: their boss, direct reports and board members. ## Each app on its own - [ **SwagUp** SwagUp makes it simple to create high quality branded swag for companies to give as gifts to employees...](https://apiant.ai/connections/swagup) - [ **The Official Board** The Official Board provides organizational charts for 81,000+ global companies, offering insights on...](https://apiant.ai/connections/the-official-board) Reviews ## What our customers say ## More from SwagUp - [ **SwagUp to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/swagup-to-trello) - [ **SwagUp to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/swagup-to-zoom) - [ **SwagUp to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/swagup-to-twilio) - [ **SwagUp to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/swagup-to-typeform) - [ **SwagUp to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/swagup-to-webflow) - [ **SwagUp to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/swagup-to-wix) ## More into The Official Board - [ **HubSpot to The Official Board** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-the-official-board) - [ **Salesforce to The Official Board** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-the-official-board) - [ **Slack to The Official Board** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-the-official-board) - [ **Google Sheets to The Official Board** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-the-official-board) - [ **Gmail to The Official Board** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-the-official-board) - [ **Google Calendar to The Official Board** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-the-official-board) Questions ## SwagUp and The Official Board, answered ### ### What can start an automation from SwagUp? Any of SwagUp's 7 triggers in the catalog, including New or Updated Order, New or Updated Shipment Status, New or Updated Shipment Tracking and New Redemption. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in The Official Board when something happens in SwagUp? Any of The Official Board's 7 actions, including Create Orgchart PDF File, Create Orgchart XSLX File, Find companies by name and Find executives by name. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from The Official Board to SwagUp? The Official Board has no triggers in the catalog today, so automations start in SwagUp. If you need the other direction, ask: your agent reads The Official Board's API documentation and adds it. ### ### Do I have to build a connector for SwagUp or The Official Board? 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 SwagUp and The Official Board 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.