--- title: "Connect Uplup and Upsales - APIANT.ai" description: "When \"New Response\" fires in Uplup, your agent runs \"Add order\" in Upsales, or \"New Activity\" in Upsales to \"Add field\" in Uplup." canonical: "https://apiant.ai/connect/uplup-to-upsales" --- # Connect Uplup and Upsales When **New Response** fires in [Uplup](https://apiant.ai/connections/uplup), your agent runs **Add order** in [Upsales](https://apiant.ai/connections/upsales), or **New Activity** in Upsales to **Add field** in Uplup. Describe the whole flow and it is built, tested on every scenario and kept running. Uplup **1** trigger Uplup **17** 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 Uplup 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 Uplup and Upsales can do together ### From Uplup to Upsales - When **New Response** in Uplup then **Add order** in Upsales - When **New Response** in Uplup then **Create Contact** in Upsales ### From Upsales to Uplup - When **New Activity** in Upsales then **Add field** in Uplup - When **New Appointment** in Upsales then **Add form** in Uplup 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 Upsales ## Triggers and actions 7 triggers · 29 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. - 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 - [ **Uplup** Uplup is a quiz and form builder for lead generation, assessments, and audience engagement with 40+ question...](https://apiant.ai/connections/uplup) - [ **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 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 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 ## Uplup and Upsales, 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 Upsales when something happens in Uplup? 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 Uplup? Yes. When something happens in Upsales, your agent can act in Uplup too. This page covers both directions: Upsales's triggers and Uplup's actions are listed here as well. ### ### Do I have to build a connector for Uplup 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 Uplup 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.