# Connect Uplup to SUMIT

When **New Response** fires in [Uplup](https://apiant.ai/connections/uplup), your agent runs **Add customer** in [SUMIT](https://apiant.ai/connections/sumit). Describe the whole flow and it is built, tested on every scenario and kept running.

Uplup **1** trigger Uplup **17** actions SUMIT **9** 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 SUMIT to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 SUMIT

- When **New Response** in Uplup then **Add customer** in SUMIT
- When **New Response** in Uplup then **Add customer remark** in SUMIT

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 SUMIT

## Triggers and actions 1 trigger · 26 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 customer**

Creates a customer in SUMIT, or finds an existing one according to the chosen search mode, and returns its customer number.

- Action

**Add customer remark**

Adds a text remark to an existing SUMIT customer and returns the new remark's id.

- Action

**Add income item**

Creates an income item (a product or service you sell) in SUMIT, or finds an existing one according to the chosen search mode.

- Action

**Create Card**

Creates a new card (CRM entity) in a SUMIT folder with the field values you provide.

- Action

**Get Card**

Returns a SUMIT CRM card (entity) by its ID, including its folder and field values.

- Action

**Get document PDF**

Returns the PDF file of a SUMIT document, located by its document ID or by its type and number.

- Action

**List income items**

Returns the income items (products and services) defined in your SUMIT account, with their name, description, price, cost and SKU.

- Action

**Update Card**

Updates the fields of an existing card (entity) in a SUMIT CRM folder.

- Action

**Update customer**

Updates an existing customer's details in SUMIT, such as name, contact information and custom fields.

## 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)
- [ **SUMIT** SUMIT is a comprehensive system for planning, management and execution for the self-employed, non-profit...](https://apiant.ai/connections/sumit)

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 SUMIT

- [ **HubSpot to SUMIT** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sumit)
- [ **Salesforce to SUMIT** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sumit)
- [ **Slack to SUMIT** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sumit)
- [ **Google Sheets to SUMIT** Google Sheets](https://apiant.ai/connect/google-sheets-to-sumit)
- [ **Gmail to SUMIT** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sumit)
- [ **Google Calendar to SUMIT** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sumit)

Questions

## Uplup and SUMIT, 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 SUMIT when something happens in Uplup?

Any of SUMIT's 9 actions, including Create Card, Update Card, Update customer and Add customer. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from SUMIT to Uplup?

SUMIT has no triggers in the catalog today, so automations start in Uplup. If you need the other direction, ask: your agent reads SUMIT's API documentation and adds it.

###

### Do I have to build a connector for Uplup or SUMIT?

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.

###

### 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.
