Integration
Connect Teamwork and Upsales
When New Company fires in Teamwork, your agent runs Find a Company in Upsales, or New Activity in Upsales to Add Message in Teamwork. 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 Teamwork 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)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 Teamwork and Upsales can do together
From Teamwork to Upsales
When New Company in Teamwork
then Find a Company in Upsales
From Upsales to Teamwork
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 Teamwork and Upsales
Triggers and actions 12 triggers · 34 actions
- New Company
Triggered when a new company is added.
- New Milestone
Triggered when a new milestone is added.
- New Person
Triggered when a new person is added.
- New Project
Triggered when a new project is added.
- New Task
Triggered when a new task is added.
- New Time Entry
Triggered when a new time entry is added.
- Add Company
Creates a new company.
- Add Message
Adds a message to the specified project.
- Add Milestone
Adds a new milestone to the specified project.
- Add Time Entry
Logs a time entry against the specified task.
- Complete Task
Marks a task as complete.
- Create Project
Adds a new project.
- Create Task
Adds a new task to the specified task list.
- Create Task List
Creates a new task list in the specified project.
- Delete Project
Deletes a project by ID.
- Delete Task
Deletes a task by ID.
- Get Project
Returns a single project by ID.
- Get Task
Returns a single task by ID.
- List Companies
Returns all companies on the site.
- List Milestones
Returns all milestones on the site.
- List People
Returns all people on the site.
- List Projects
Returns all projects on the Teamwork site.
- List Task Lists
Returns all task lists in the specified project.
- List Tasks
Returns all tasks across the site.
- List Tasks in Project
Returns all tasks in the specified project.
- List Time Entries
Returns time entries across the site.
- Update Project
Updates an existing project.
- Update Task
Updates an existing task.
- 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 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 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 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 Teamwork
Teamwork to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Teamwork to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Teamwork to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Teamwork to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Teamwork to AnthropicAnthropic builds Claude, a family of large language models.
Teamwork to Capsule CRMCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
More into Upsales
HubSpot to UpsalesHubSpot is your all-in-one stop for all of your marketing software needs.
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
Teamwork and Upsales, answered
What can start an automation from Teamwork?
Any of Teamwork's 6 triggers in the catalog, including New Company, New Milestone, New Person and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in Teamwork?
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 Teamwork?
Yes. When something happens in Upsales, your agent can act in Teamwork too. This page covers both directions: Upsales's triggers and Teamwork's actions are listed here as well.
Do I have to build a connector for Teamwork 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 Teamwork 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.