Integration
Connect Upsales to Checkout Page
When New Activity fires in Upsales, your agent runs Create Ticket Group in Checkout Page. 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 Checkout Page 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 Upsales can start in Checkout Page
When New Activity in Upsales
then Create Ticket Group in Checkout Page
When New Appointment in Upsales
then Create Checkout Page in Checkout Page
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 Checkout Page
Triggers and actions 6 triggers · 63 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 activityCreates an activity (such as a phone call or to-do) in Upsales.
Action
Add opportunityCreates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.
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 AppointmentCreates an appointment in Upsales for a company, with its start and end time, participants and appointment type.
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 AppointmentUpdates an existing appointment in Upsales, changing only the details you fill in.
Action
Update CompanyUpdates an existing company in Upsales, changing only the fields you fill in.
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
Archive Checkout PageArchive checkout page in Checkout Page.
Action
Archive EventArchive event in Checkout Page.
Action
Archive FormArchive form in Checkout Page.
Action
Archive Ticket GroupArchive a ticket group in Checkout Page.
Action
Archive Ticket TypeArchive a ticket type in Checkout Page.
Action
Create Checkout PageCreate checkout page in Checkout Page.
Action
Create EventCreate event in Checkout Page.
Action
Create Field For Checkout PageCreate field for checkout page in Checkout Page.
Action
Create Field For EventCreate field for event in Checkout Page.
Action
Create Field For FormCreate field for form in Checkout Page.
Action
Create FormCreate form in Checkout Page.
Action
Create ThemeCreate a theme in Checkout Page.
Action
Create Ticket GroupCreate ticket group in Checkout Page.
Action
Create Ticket TypeCreate ticket type in Checkout Page.
Action
Delete Field For Checkout PageDelete field for checkout page in Checkout Page.
Action
Delete Field For EventDelete field for event in Checkout Page.
Action
Delete Field For FormDelete field for form in Checkout Page.
Action
Delete ThemeDelete a theme in Checkout Page.
Action
Get Checkout PageGet checkout page in Checkout Page.
Action
Get CustomerGet customer details in Checkout Page.
Action
Get EventGet event in Checkout Page.
Action
Get Field For Checkout PageGet field for checkout page in Checkout Page.
Action
Get Field For EventGet field for event in Checkout Page.
Action
Get Field For FormGet field for form in Checkout Page.
Action
Get FormGet form in Checkout Page.
Action
Get ThemeRetrieve a theme in Checkout Page.
Action
Get Ticket GroupGet ticket group in Checkout Page.
Action
Get Ticket TypeGet ticket type in Checkout Page.
Action
List CustomersList all customers in Checkout Page.
Action
List Fields For Checkout PageList fields for checkout page in Checkout Page.
Action
List Fields For EventList fields for event in Checkout Page.
Action
List Fields For FormList fields for form in Checkout Page.
Action
List ThemesList themes in Checkout Page.
Action
List Ticket GroupsList ticket groups in Checkout Page.
Action
List Ticket TypesList ticket types in Checkout Page.
Action
Update Checkout PageUpdate checkout page in Checkout Page.
Action
Update CustomerUpdate a customer in Checkout Page.
Action
Update EventUpdate event in Checkout Page.
Action
Update Field For Checkout PageUpdate field for checkout page in Checkout Page.
Action
Update Field For EventUpdate field for event in Checkout Page.
Action
Update Field For FormUpdate field for form in Checkout Page.
Action
Update FormUpdate form in Checkout Page.
Action
Update ProductUpdate product in Checkout Page.
Action
Update ThemeUpdate a theme in Checkout Page.
Action
Update Ticket GroupUpdate ticket group in Checkout Page.
Action
Update Ticket TypeUpdate a ticket type in Checkout Page.
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
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Questions
Upsales and Checkout Page, 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 Checkout Page when something happens in Upsales?
Any of Checkout Page's 46 actions, including Create Checkout Page, Create Event, Create Field For Checkout Page and Create Field For Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Checkout Page to Upsales?
Checkout Page has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Checkout Page's API documentation and adds it.
Do I have to build a connector for Upsales or Checkout Page?
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 Checkout Page 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.