--- title: "Connect Upsales to iClosed - APIANT.ai" description: "When \"New Activity\" fires in Upsales, your agent runs \"Add deal\" in iClosed. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/upsales-to-iclosed" --- # Connect Upsales to iClosed When **New Activity** fires in [Upsales](https://apiant.ai/connections/upsales), your agent runs **Add deal** in [iClosed](https://apiant.ai/connections/iclosed). Describe the whole flow and it is built, tested on every scenario and kept running. Upsales **6** triggers Upsales **12** actions iClosed **25** 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 iClosed 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 iClosed - When **New Activity** in Upsales then **Add deal** in iClosed - When **New Appointment** in Upsales then **Create Contact** in iClosed 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 iClosed ## Triggers and actions 6 triggers · 37 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 Call Outcome** Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call. - Action **Add custom field** Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field. - Action **Add deal** Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions. - Action **Add product** Creates a new product in your iClosed account and returns the created product. - Action **Cancel Call** Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking. - Action **Create Contact** Creates a new contact in iClosed, or updates the existing contact with the same email or phone number. - Action **Create Note** Adds a note to an existing contact in iClosed. - Action **Create Transaction** Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details. - Action **Delete transaction** Permanently deletes a transaction by its ID. This cannot be undone. - Action **Get event** Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix. - Action **List contact notes** Returns the notes recorded on an iClosed contact, optionally only those written by a specific user. - Action **List deals** Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range. - Action **List events** Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type. - Action **List products** Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting. - Action **Search Call** Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range. - Action **Search Contact** Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts. - Action **Search Custom Fields** Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier. - Action **Search Transaction** Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date. - Action **Search Users** Finds users in your iClosed account whose name or email matches the search text, including removed users. - Action **Update call** Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call. - Action **Update Contact** Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed. - Action **Update Contact Custom Field** Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier. - Action **Update deal** Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal. - Action **Update product** Updates an existing product's name or description in iClosed and returns the updated product. - Action **Update transaction** Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction. ## 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) - [ **iClosed** iClosed is a sales analytics & scheduler platform that helps you scale your business.](https://apiant.ai/connections/iclosed) 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 iClosed - [ **HubSpot to iClosed** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iclosed) - [ **Salesforce to iClosed** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iclosed) - [ **Slack to iClosed** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iclosed) - [ **Google Sheets to iClosed** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-iclosed) - [ **Gmail to iClosed** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iclosed) - [ **Google Calendar to iClosed** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iclosed) Questions ## Upsales and iClosed, 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 iClosed when something happens in Upsales? Any of iClosed's 25 actions, including Create Contact, Create Note, Create Transaction and Update call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from iClosed to Upsales? iClosed has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads iClosed's API documentation and adds it. ### ### Do I have to build a connector for Upsales or iClosed? 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 iClosed 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.