--- title: "Connect Upsales to EveryAction - APIANT.ai" description: "When \"New Activity\" fires in Upsales, your agent runs \"Add Contact History\" in EveryAction." canonical: "https://apiant.ai/connect/upsales-to-everyaction" --- # Connect Upsales to EveryAction When **New Activity** fires in [Upsales](https://apiant.ai/connections/upsales), your agent runs **Add Contact History** in [EveryAction](https://apiant.ai/connections/everyaction). Describe the whole flow and it is built, tested on every scenario and kept running. Upsales **6** triggers Upsales **12** actions EveryAction **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Upsales and EveryAction 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 Upsales can start in EveryAction - When **New Activity** in Upsales then **Add Contact History** in EveryAction - When **New Appointment** in Upsales then **Add Note to Contact** in EveryAction 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 EveryAction ## Triggers and actions 6 triggers · 26 actions - 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. - Action **Add a Contribution** Creates a contribution (donation) for a contact in EveryAction, credited to a designation. - Action **Add Activist Codes** Applies or removes an activist code on a person in EveryAction. - Action **Add Canvass Responses** Records a canvass interaction with a person: either a result code (e.g. not home) or a set of activist code, survey and volunteer activity responses. - Action **Add Contact History** Records a contact attempt (contact history with a result code, such as Not Home or Wrong Number) on a person in EveryAction. - Action **Add event** Creates a new event in EveryAction with its date range, event type, and optional locations, shifts, roles and notes. - Action **Add Note to Contact** Adds a free-form note to a contact (person) in EveryAction, optionally with a category and a contact history record. - Action **Add Survey Responses** Records a contact's answer to a survey question in EveryAction. - Action **Create Financial Batch** Creates a financial batch for grouping contributions under a designation. - Action **Create or Update Contact** Finds a contact matching the details given and updates it, or creates a new contact when no match exists. Returns the contact's VAN ID. - Action **Find Contact** Finds contacts matching the name, address, phone, or email criteria you provide. Matches are case-insensitive and match any value starting with what you enter. - Action **Find Financial Batch** Finds financial batches whose names contain the given text, optionally including unassigned, auto-generated and closed batches. - Action **Get activist code** Returns one activist code by its id, including its name, type, description, script question and status. - Action **Subscribe Email** Finds or creates a contact by email and marks that email address as subscribed. - Action **Tag a Contact** Applies a tag (or source code) to an existing contact in EveryAction. ## Each app on its own - [ **Upsales** The revenue engine for fast-growing businesses. You need to move fast and sell more.](https://apiant.ai/connections/upsales) - [ **EveryAction** EveryAction provides nonprofits with customer relationship management, donor management, and fundraising...](https://apiant.ai/connections/everyaction) Reviews ## What our customers say ## More from Upsales - [ **Upsales to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/upsales-to-zoom) - [ **Upsales to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/upsales-to-webflow) - [ **Upsales 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/upsales-to-wix) - [ **Upsales to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/upsales-to-linkedin) - [ **Upsales to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/upsales-to-facebook) - [ **Upsales to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/upsales-to-anthropic) ## More into EveryAction - [ **HubSpot to EveryAction** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-everyaction) - [ **Salesforce to EveryAction** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-everyaction) - [ **Slack to EveryAction** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-everyaction) - [ **Google Sheets to EveryAction** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-everyaction) - [ **Gmail to EveryAction** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-everyaction) - [ **Google Calendar to EveryAction** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-everyaction) Questions ## Upsales and EveryAction, 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 EveryAction when something happens in Upsales? Any of EveryAction's 14 actions, including Create Financial Batch, Create or Update Contact, Add a Contribution and Add Activist Codes. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EveryAction to Upsales? EveryAction has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads EveryAction's API documentation and adds it. ### ### Do I have to build a connector for Upsales or EveryAction? 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 EveryAction 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.