--- title: "Connect UpKeep to SightMill - APIANT.ai" description: "When \"New Purchase Order\" fires in UpKeep, your agent runs \"List contact groups\" in SightMill." canonical: "https://apiant.ai/connect/upkeep-to-sightmill" --- # Connect UpKeep to SightMill When **New Purchase Order** fires in [UpKeep](https://apiant.ai/connections/upkeep), your agent runs **List contact groups** in [SightMill](https://apiant.ai/connections/sightmill). Describe the whole flow and it is built, tested on every scenario and kept running. UpKeep **2** triggers UpKeep **31** actions SightMill **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want UpKeep and SightMill 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 UpKeep can start in SightMill - When **New Purchase Order** in UpKeep then **List contact groups** in SightMill - When **New Work Order** in UpKeep then **List email contacts** in SightMill 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 UpKeep and SightMill ## Triggers and actions 2 triggers · 35 actions - Trigger **New Purchase Order** Triggers when a new purchase order is created. - Trigger **New Work Order** Triggers when a new work order is created. - Action **Add Asset** Create a new asset. - Action **Add Location** Creates a new location in UpKeep. - Action **Add User** Creates a new user in your UpKeep account. - Action **Add Vendor** Create a new vendor. - Action **Create Purchase Order** Creates a purchase order in UpKeep. - Action **Create Work Order** Creates new work order. - Action **Delete Purchase Order** Deletes a specific purchase order in UpKeep. - Action **Delete Work Order** Deletes a specific work order in UpKeep. - Action **Find Asset** Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results. - Action **Find Location** Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates. - Action **Find Part** Finds parts in UpKeep by name. - Action **Find Vendor** Returns the vendors whose business name matches the one supplied, with the first match broken out. - Action **Get Asset** Gets a specific UpKeep asset by its ID, including its custom field values. - Action **Get Location** Gets a specific UpKeep location by its ID. - Action **Get Part** Gets a specific part from the UpKeep inventory by its ID. - Action **Get Purchase Order** Gets a specific purchase order by its ID. - Action **Get User** Gets a specific UpKeep user by ID. - Action **Get Vendor** Gets a specific vendor by its ID. - Action **Get Work Order** Retrieve a single work order by ID. - Action **List Assets** Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges. - Action **List Locations** Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date. - Action **List Purchase Orders** Lists purchase orders in the UpKeep account, optionally filtered by status. - Action **List Vendors** List/page all vendors. - Action **List Work Orders** List/page all work orders with filters. - Action **Update Asset** Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed. - Action **Update Location** Updates an existing location in UpKeep. Only the fields you fill in are changed. - Action **Update Part** Updates an existing part in UpKeep. Only the fields you fill in are changed. - Action **Update Purchase Order** Updates an existing purchase order in UpKeep. Only the fields you fill in are changed. - Action **Update User** Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are. - Action **Update Vendor** Update fields on an existing vendor. - Action **Update Work Order** Update fields on an existing work order. - Action **List contact groups** Returns the contact groups in a SightMill project for the chosen contact category, email or phone. - Action **List email contacts** Returns the email contacts in a SightMill project, optionally limited to one contact group. - Action **List phone contacts** Returns the phone contacts in a SightMill project, optionally limited to one contact group. - Action **List projects** Returns all active SightMill projects in the account, with each project's name, website and which survey channels are active. ## Each app on its own - [ **UpKeep** UpKeep is a maintenance management application for facility management teams.](https://apiant.ai/connections/upkeep) - [ **SightMill** Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with...](https://apiant.ai/connections/sightmill) Reviews ## What our customers say ## More from UpKeep - [ **UpKeep to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/upkeep-to-zoom) - [ **UpKeep to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/upkeep-to-webflow) - [ **UpKeep 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/upkeep-to-wix) - [ **UpKeep to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/upkeep-to-linkedin) - [ **UpKeep to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/upkeep-to-facebook) - [ **UpKeep to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/upkeep-to-anthropic) ## More into SightMill - [ **HubSpot to SightMill** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sightmill) - [ **Salesforce to SightMill** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sightmill) - [ **Slack to SightMill** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sightmill) - [ **Google Sheets to SightMill** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sightmill) - [ **Gmail to SightMill** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sightmill) - [ **Google Calendar to SightMill** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sightmill) Questions ## UpKeep and SightMill, answered ### ### What can start an automation from UpKeep? Any of UpKeep's 2 triggers in the catalog, including New Purchase Order and New Work Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SightMill when something happens in UpKeep? Any of SightMill's 4 actions, including List contact groups, List email contacts, List phone contacts and List projects. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SightMill to UpKeep? SightMill has no triggers in the catalog today, so automations start in UpKeep. If you need the other direction, ask: your agent reads SightMill's API documentation and adds it. ### ### Do I have to build a connector for UpKeep or SightMill? 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 UpKeep and SightMill 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.