Integration
Connect Text Request and Upsales
When New Contact fires in Text Request, your agent runs Create Contact in Upsales, or New Activity in Upsales to Add group message in Text Request. 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 Text Request 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 Text Request and Upsales can do together
From Text Request to Upsales
When New Contact in Text Request
then Create Contact in Upsales
When New Message in Text Request
then Add order in Upsales
From Upsales to Text Request
When New Activity in Upsales
then Add group message in Text Request
When New Appointment in Upsales
then Send Message in Text Request
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 Text Request and Upsales
Triggers and actions 8 triggers · 40 actions
Trigger
New ContactTriggers when a new contact is added to a dashboard.
Trigger
New MessageTriggers when a text message is sent or received on a dashboard.
Action
Add custom fieldCreates a new custom field on a Text Request dashboard, which can then be set on contacts.
Action
Add group messageSends a group text message to selected groups and/or phone numbers from a dashboard, immediately, at a scheduled time, or on a recurring schedule.
Action
Add keywordCreates a new keyword on a Text Request dashboard, with an optional automatic reply sent when a contact texts it.
Action
Add paymentSends a payment request text to a contact for the given amount and returns the new payment.
Action
Add userCreates a new user in your Text Request account with the given name, email and password, optionally granting administrator rights or dashboard permissions.
Action
Create GroupCreates a contact group on a dashboard.
Action
Create TagCreates a contact tag on a dashboard.
Action
Delete ContactDeletes a contact from a dashboard by their phone number.
Action
Delete groupDeletes a group from a dashboard. Contacts in the group are kept.
Action
Delete tagDeletes a contact tag from a Text Request dashboard. Contacts that carried the tag are not deleted.
Action
Find ContactsFinds contacts on a dashboard by name, phone number, tag or group.
Action
Get ContactReturns one contact on a dashboard by their phone number, including name, tags, groups, custom fields and message counts.
Action
Get dashboardReturns a dashboard (texting line) with its name, phone number and time zone.
Action
List custom fieldsReturns all custom fields defined for a Text Request dashboard (texting line), with each field's id and name.
Action
List DashboardsReturns every dashboard (texting phone line) in your Text Request account, with its ID, name and phone number.
Action
List GroupsReturns all contact groups on a dashboard.
Action
List keywordsReturns all keywords on a Text Request dashboard, with their auto-response, linked group and subscriber count.
Action
List messagesReturns the text messages sent and received on a Text Request dashboard, optionally filtered by date range.
Action
List scheduled messagesReturns the pending scheduled one-to-one messages for a dashboard, optionally filtered by send time or to recurring messages only.
Action
List tagsReturns all contact tags defined on a Text Request dashboard, with each tag's name and color.
Action
List usersReturns the users in your Text Request account, optionally filtered by email or external user ID.
Action
Send MessageSends a text message from a dashboard to a contact's phone number, now or at a scheduled time.
Action
Update groupRenames a group on a Text Request dashboard and updates its notes.
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 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 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
What our customers say
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Questions
Text Request and Upsales, answered
What can start an automation from Text Request?
Any of Text Request's 2 triggers in the catalog, including New Contact and New Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Upsales when something happens in Text Request?
Any of Upsales's 17 actions, including Create Appointment, Create Contact, Update Appointment and Update Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Upsales to Text Request?
Yes. When something happens in Upsales, your agent can act in Text Request too. This page covers both directions: Upsales's triggers and Text Request's actions are listed here as well.
Do I have to build a connector for Text Request 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 Text Request 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.