--- title: "Connect Uplup to Payaca - APIANT.ai" description: "When \"New Response\" fires in Uplup, your agent runs \"Add invoice\" in Payaca. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/uplup-to-payaca" --- # Connect Uplup to Payaca When **New Response** fires in [Uplup](https://apiant.ai/connections/uplup), your agent runs **Add invoice** in [Payaca](https://apiant.ai/connections/payaca). Describe the whole flow and it is built, tested on every scenario and kept running. Uplup **1** trigger Uplup **17** actions Payaca **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Uplup and Payaca 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 Uplup can start in Payaca - When **New Response** in Uplup then **Add invoice** in Payaca - When **New Response** in Uplup then **Get customer** in Payaca 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 Uplup and Payaca ## Triggers and actions 1 trigger · 31 actions - Trigger **New Response** Triggers when someone submits a response to a quiz or form in Uplup. Includes all answers, contact info, and quiz-specific data like score and result. - Action **Add field** Add a new field to a form at an optional position. - Action **Add form** Create a new form or quiz with optional fields, styling, and quiz settings. - Action **Add wheel** Create a new spinning wheel with customizable entries, settings, and appearance. - Action **Add wheel entries** Append one or more entries to a wheel without replacing the existing list. - Action **Delete field** Remove a field from the form. - Action **Delete form** Permanently delete a form and all associated data. - Action **Delete wheel** Permanently delete a wheel and all its associated data including spin history. - Action **Get form** Retrieve a single form with all its fields, pages, styling, and settings. - Action **Get wheel** Retrieve detailed information about a specific wheel including all entries and settings. - Action **List fields** Get all fields for a form, ordered by position. - Action **List forms** Return a paginated list of all forms and quizzes in the account. - Action **List submissions** Get paginated submissions for a form with optional filtering (limit, since). - Action **List wheels** Retrieve a paginated list of all wheels belonging to the account. - Action **Spin wheel** Programmatically spin a wheel and get a randomly selected winner; the spin is recorded to the wheel's results history. - Action **Update field** Update field properties; only provided fields are modified. - Action **Update form** Update form properties; only provided fields are modified. - Action **Update wheel** Update an existing wheel's title, entries, settings, and appearance. - Action **Add invoice** Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent. - Action **Add payment** Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled. - Action **Add project note** Adds one or more notes to a Payaca project and returns the notes that were created. - Action **Add proposal** Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals. - Action **Get customer** Returns a customer by id, including their contacts, addresses, custom field values and tags. - Action **Get invoice** Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found. - Action **Get project** Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments. - Action **Get scheduled event** Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found. - Action **List customers** Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number. - Action **List pipelines** Returns all pipelines in the Payaca account, including each pipeline's stages in order. - Action **List projects** Returns the projects in the Payaca account, optionally only those belonging to one customer. - Action **Mark proposal as accepted** Marks a proposal that was already sent to the customer as accepted and returns the updated proposal. - Action **Update project** Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated. - Action **Update scheduled event** Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event. ## Each app on its own - [ **Uplup** Uplup is a quiz and form builder for lead generation, assessments, and audience engagement with 40+ question...](https://apiant.ai/connections/uplup) - [ **Payaca** Send professional quotes and invoices, manage customers and pricing, and take payment.](https://apiant.ai/connections/payaca) Reviews ## What our customers say ## More from Uplup - [ **Uplup to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/uplup-to-zoom) - [ **Uplup to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/uplup-to-webflow) - [ **Uplup 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/uplup-to-wix) - [ **Uplup to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/uplup-to-linkedin) - [ **Uplup to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/uplup-to-facebook) - [ **Uplup to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/uplup-to-anthropic) ## More into Payaca - [ **HubSpot to Payaca** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-payaca) - [ **Salesforce to Payaca** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-payaca) - [ **Slack to Payaca** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-payaca) - [ **Google Sheets to Payaca** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-payaca) - [ **Gmail to Payaca** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-payaca) - [ **Google Calendar to Payaca** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-payaca) Questions ## Uplup and Payaca, answered ### ### What can start an automation from Uplup? Any of Uplup's 1 trigger in the catalog, including New Response. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Payaca when something happens in Uplup? Any of Payaca's 14 actions, including Update project, Update scheduled event, Add invoice and Add payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Payaca to Uplup? Payaca has no triggers in the catalog today, so automations start in Uplup. If you need the other direction, ask: your agent reads Payaca's API documentation and adds it. ### ### Do I have to build a connector for Uplup or Payaca? 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 Uplup and Payaca 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.