Integration
Connect Upsales to Clever Elements
When New Activity fires in Upsales, your agent runs Find subscriber by email in Clever Elements. 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 Clever Elements 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 Clever Elements
When New Activity in Upsales
then Find subscriber by email in Clever Elements
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 Clever Elements
Triggers and actions 6 triggers · 26 actions
- New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
- New Appointment
Triggers when a new appointment is created in Upsales.
- New Company
Triggers when a new company is created in Upsales.
- New Contact
Triggers when a new contact is created in Upsales.
- New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
- New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
- Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
- Add product
Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
- Create Contact
Creates a contact person in Upsales, linked to a company.
- Delete company
Deletes a company in Upsales.
- Delete contact
Deletes a contact in Upsales.
- Find a Company
Finds companies in Upsales by name and returns the matching companies.
- Find a Contact
Finds contacts in Upsales by email address or name.
- Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
- Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
- Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
- Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
- Update order
Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.
- Add list
Creates a new subscriber list in your Clever Elements account, with an optional description.
- Add Subscriber
Adds a subscriber to a Clever Elements subscriber list without double opt-in, optionally setting personalization fields. An existing subscriber's personalization fields are overwritten.
- Add subscriber field
Creates a new subscriber (personalization) field in your Clever Elements account.
- Delete list
Deletes a subscriber list from your Clever Elements account. Subscribers on the list are kept in the account.
- Delete subscriber
Deletes a subscriber from your Clever Elements account by subscriber ID.
- Find subscriber by email
Finds a subscriber by email address and returns their subscriber ID, personalization field values and the newsletters they have received.
- Get list details
Returns one subscriber list's details by list ID: its name, description, and subscriber and unsubscriber counts. Fails if the list is not found.
- Get subscriber
Returns a subscriber's subscription status on each list: the list ID with the times they subscribed and unsubscribed.
- List lists
Returns every subscriber list in the Clever Elements account, with each list's ID and name.
- List subscriber fields
Returns every subscriber personalization (custom) field defined in the Clever Elements account, with its ID, name, description and type.
- List subscribers
Returns every subscriber on a Clever Elements list, with each subscriber's ID, email address and subscribe/unsubscribe times.
- Unsubscribe Subscriber From All List
Unsubscribes a subscriber from every subscriber list in the Clever Elements account. The subscriber record itself is kept.
- Unsubscribe Subscriber From List
Unsubscribes a subscriber from one Clever Elements list. The subscriber stays in the account and on any other lists.
- Update Subscriber
Updates an existing subscriber's personalization fields in a Clever Elements list, identified by email address.
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 Clever Elements, 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 Clever Elements when something happens in Upsales?
Any of Clever Elements's 14 actions, including Update Subscriber, Add list, Add Subscriber and Add subscriber field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clever Elements to Upsales?
Clever Elements has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Clever Elements's API documentation and adds it.
Do I have to build a connector for Upsales or Clever Elements?
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 Clever Elements 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.