Integration
Connect Upsales to Arcgis Online
When New Activity fires in Upsales, your agent runs Add item in Arcgis Online. 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 Upsales and Arcgis Online 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)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 Upsales can start in Arcgis Online
When New Activity in Upsales
then Add item in Arcgis Online
When New Appointment in Upsales
then Update item in Arcgis Online
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 Upsales and Arcgis Online
Triggers and actions 6 triggers · 26 actions
Trigger
New ActivityTriggers when a new activity (to-do or phone call) is created in Upsales.
Trigger
New AppointmentTriggers when a new appointment is created in Upsales.
Trigger
New CompanyTriggers when a new company is created in Upsales.
Trigger
New ContactTriggers when a new contact is created in Upsales.
Trigger
New OpportunityTriggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
Trigger
New OrderTriggers when a new order (a won deal at 100% probability) is created in Upsales.
Action
Add orderCreates an order in Upsales for a company, with its stage, owner and product rows.
Action
Add productCreates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
Action
Create ContactCreates a contact person in Upsales, linked to a company.
Action
Delete companyDeletes a company in Upsales.
Action
Delete contactDeletes a contact in Upsales.
Action
Find a CompanyFinds companies in Upsales by name and returns the matching companies.
Action
Find a ContactFinds contacts in Upsales by email address or name.
Action
Find opportunities by criteriaReturns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
Action
Find orders by criteriaFinds won orders in Upsales matching a description, company, stage, owner or contact.
Action
Find products by criteriaFinds products in Upsales matching a name, article number, category or active status.
Action
Update opportunityUpdates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
Action
Update orderUpdates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.
Action
Add featuresAdds one or more features (or table records) to an ArcGIS feature layer and returns the result for each added feature.
Action
Add folderCreates a folder in a user's ArcGIS Online content space for organizing items.
Action
Add groupCreates a new group in your ArcGIS Online organization. You become the group's owner.
Action
Add itemAdds a new item (a URL, web map, app or JSON text content) to an ArcGIS Online user's content.
Action
Delete featuresDeletes features from an ArcGIS feature layer or table, selected by object IDs, a where clause, or a spatial filter.
Action
Delete itemDeletes an item from a user's ArcGIS Online content, moving it to the recycle bin where supported or deleting it permanently.
Action
Find featuresFinds features or table records in an ArcGIS feature layer that match a where clause, object IDs or a spatial filter, and returns them with their attributes and geometry.
Action
Find itemsSearches ArcGIS Online for content items you can access, by keyword, bounding box, filter or category, and returns the matching items.
Action
Get itemReturns the details of an ArcGIS Online item, such as its title, type, owner, tags and sharing access.
Action
Get userReturns an ArcGIS Online user's profile, including email, role, privileges, and the groups they belong to.
Action
List foldersReturns the folders in an ArcGIS Online user's content, with each folder's id and title.
Action
Share itemShares an item you own with the public, your organization, and/or specific groups.
Action
Update featuresUpdates existing features or table records in an ArcGIS feature layer, returning a success result for each feature.
Action
Update itemUpdates an existing ArcGIS Online item's details, such as its title, description, tags, URL or text content. Only the values you fill in are changed.
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
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Questions
Upsales and Arcgis Online, answered
What can start an automation from Upsales?
Any of Upsales's 6 triggers in the catalog, including New Activity, New Appointment, New Company and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Arcgis Online when something happens in Upsales?
Any of Arcgis Online's 14 actions, including Update features, Update item, Add features and Add folder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Arcgis Online to Upsales?
Arcgis Online has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Arcgis Online's API documentation and adds it.
Do I have to build a connector for Upsales or Arcgis Online?
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 Upsales and Arcgis Online 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.