--- title: "Connect UniBee and Upsales - APIANT.ai" description: "When \"New Invoice Event\" fires in UniBee, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Add Invoice\" in UniBee." canonical: "https://apiant.ai/connect/unibee-to-upsales" --- # Connect UniBee and Upsales When **New Invoice Event** fires in [UniBee](https://apiant.ai/connections/unibee), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Add Invoice** in UniBee. Describe the whole flow and it is built, tested on every scenario and kept running. UniBee **9** triggers UniBee **20** 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 UniBee 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 UniBee and Upsales can do together ### From UniBee to Upsales - When **New Invoice Event** in UniBee then **Add order** in Upsales - When **New Payment Event** in UniBee then **Create Contact** in Upsales ### From Upsales to UniBee - When **New Activity** in Upsales then **Add Invoice** in UniBee - When **New Appointment** in Upsales then **Add Payment** in UniBee 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 UniBee and Upsales ## Triggers and actions 15 triggers · 32 actions - Trigger **New Invoice Event** Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed). - Trigger **New Payment Event** Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure). - Trigger **New Refund Event** Triggers when a refund event occurs (created, success, failure, cancelled, or reversed). - Trigger **New Subscription Activated** Triggers when a subscription becomes active. - Trigger **New Subscription Event** Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.). - Trigger **New Subscription Onetime Addon Event** Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired). - Trigger **New Subscription Pending Update Event** Triggers when a subscription pending update event occurs (create, success, or cancelled). - Trigger **New User Event** Triggers when a user event occurs (created, updated, metric update, or subscription update). - Trigger **New User Plan Change** Triggers when a user subscription or subscription change occurs. - Action **Add Discount Code** Create a new discount/promo code. - Action **Add Invoice** Create a new invoice. - Action **Add Payment** Record/create a new payment. - Action **Add Plan** Create a new subscription plan. - Action **Add Product** Create a new product. - Action **Add Subscription** Create a new subscription for a user against a plan. - Action **Add User** Create a new customer/user record in UniBee. - Action **Cancel Subscription** Cancel a subscription immediately. - Action **Get Invoice** Fetch a single invoice's detail by invoice id. - Action **Get Payment** Fetch a single payment's detail by payment id. - Action **Get Plan** Fetch a single plan's detail by plan id. - Action **Get Subscription** Fetch a single subscription's detail by subscription id. - Action **Get User** Fetch a single user's profile by user id. - Action **List Discount Codes** List discount codes with pagination/filters. - Action **List Invoices** List invoices with pagination/filters. - Action **List Plans** List plans with pagination/filters. - Action **List Products** List products with pagination/filters. - Action **List Subscriptions** List subscriptions with pagination/filters. - Action **List Users** List/search customer users with pagination. - Action **Update User** Update an existing user's profile fields. - 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 - [ **UniBee** UniBee is a subscription management and billing automation platform for SaaS and AI businesses.](https://apiant.ai/connections/unibee) - [ **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 UniBee - [ **UniBee to Inboxroad** Inboxroad is an email marketing platform that helps businesses create newsletters, automate campaigns, and...](https://apiant.ai/connect/unibee-to-inboxroad) - [ **UniBee to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/unibee-to-zoom) - [ **UniBee to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/unibee-to-webflow) - [ **UniBee 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/unibee-to-wix) - [ **UniBee to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/unibee-to-linkedin) - [ **UniBee to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/unibee-to-facebook) ## 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 ## UniBee and Upsales, answered ### ### What can start an automation from UniBee? Any of UniBee's 9 triggers in the catalog, including New Invoice Event, New Payment Event, New Refund Event and New Subscription Activated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Upsales when something happens in UniBee? 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 UniBee? Yes. When something happens in Upsales, your agent can act in UniBee too. This page covers both directions: Upsales's triggers and UniBee's actions are listed here as well. ### ### Do I have to build a connector for UniBee 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 UniBee 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.