Integration
Connect UpLead to Dwolla
When New Contact in List fires in UpLead, your agent runs Add customer in Dwolla. 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 UpLead and Dwolla 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 UpLead can start in Dwolla
When New Contact in List in UpLead
then Add customer in Dwolla
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 UpLead and Dwolla
Triggers and actions 2 triggers · 31 actions
- New Contact in List
Triggers when a contact is added to a saved UpLead list.
- New List
Triggers when a new saved list is created in UpLead.
- Add Contacts to List
Adds contacts to a saved list and returns the updated list.
- Company Name to Domain
Converts a company name into its website domain and logo.
- Create List
Creates a saved UpLead list.
- Delete List
Deletes a saved UpLead list.
- Find Person and Company by Email
Returns a person and their company for an email address. Uses credits per record returned.
- Get Credits
Returns the account's remaining UpLead credit balance.
- Get List
Returns one saved UpLead list with its contact count.
- List Contacts in List
Returns the contacts saved in a list.
- List Lists
Returns your saved UpLead lists, optionally filtered by name.
- Prospector Search
Finds contacts at a company, filtered by job function, management level or title. Uses credits per contact returned.
- Remove Contacts from List
Removes contacts from a saved list and returns the updated list.
- Search Industries
Returns UpLead industries whose name matches the search text.
- Add beneficial owner
Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners.
- Add customer
Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business.
- Add document
Uploads an identity verification document (passport, license, ID card) for a Dwolla customer.
- Add funding source
Creates a bank account, virtual account number or debit card funding source for a Dwolla customer.
- Add mass payment
Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch.
- Add transfer
Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link.
- Cancel transfer
Cancels a pending Dwolla transfer and returns the updated transfer.
- Delete funding source
Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed.
- Find customers
Searches Dwolla customers by name, business name or email, optionally filtered by verification status.
- Get customer
Returns a Dwolla customer's details, including name, email, type and verification status.
- Get funding source
Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details.
- Get funding source balance
Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account.
- Get mass payment
Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata.
- List beneficial owners
Returns all beneficial owners associated with a business verified Dwolla customer.
- List documents
Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result.
- List events
Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first.
- List funding sources
Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status.
- List transfers
Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search.
- Update customer
Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer.
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 UpLead
UpLead to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
UpLead to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
UpLead to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
UpLead to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
UpLead to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
UpLead to AnthropicAnthropic builds Claude, a family of large language models.
More into Dwolla
HubSpot to DwollaHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DwollaSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DwollaSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DwollaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to DwollaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to DwollaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
UpLead and Dwolla, answered
What can start an automation from UpLead?
Any of UpLead's 2 triggers in the catalog, including New Contact in List and New List. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dwolla when something happens in UpLead?
Any of Dwolla's 19 actions, including Update customer, Add beneficial owner, Add customer and Add document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dwolla to UpLead?
Dwolla has no triggers in the catalog today, so automations start in UpLead. If you need the other direction, ask: your agent reads Dwolla's API documentation and adds it.
Do I have to build a connector for UpLead or Dwolla?
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 UpLead and Dwolla 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.